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Prudential Financial

1,406 hedge funds and large institutions have $24.1B invested in Prudential Financial in 2025 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 518 increasing their positions, 463 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 89

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

12% more repeat investments, than reductions

Existing positions increased: 518 | Existing positions reduced: 463

10% more capital invested

Capital invested by funds: $21.8B → $24.1B (+$2.23B)

7% more funds holding

Funds holding: 1,3101,406 (+96)

1.18% more ownership

Funds ownership: 59.86%61.04% (+1.2%)

24% less call options, than puts

Call options by funds: $403M | Put options by funds: $532M

Holders
1,406
Holders Change
+96
Holders Change %
+7.33%
% of All Funds
17.1%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
210
Increased
518
Reduced
463
Closed
89
Calls
$403M
Puts
$532M
Net Calls
-$128M
Net Calls Change
-$46.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1051
Heritage Wealth Advisors
Virginia
$181K
SN
1052
Sittner & Nelson
Oregon
$181K
GCM
1053
Gables Capital Management
Florida
$178K -$1.29K -12 -0.8%
KFI
1054
Key Financial Inc
Pennsylvania
$175K +$536 +5 +0.3%
HHCP
1055
Hilton Head Capital Partners
South Carolina
$170K +$162K +1,507 New
BWA
1056
Basecamp Wealth Advisors
Washington
$170K +$161K +1,506 New
TCOV
1057
Trust Company of Vermont
Vermont
$168K
Los Angeles Capital Management
1058
Los Angeles Capital Management
California
$162K +$169K +1,573 New
WB
1059
Webster Bank
Connecticut
$161K -$110K -1,024 -42%
LB
1060
Legacy Bridge
Iowa
$158K -$3.75K -35 -2%
OC
1061
Oakworth Capital
Alabama
$157K
TFM
1062
TFC Financial Management
Massachusetts
$155K
MCM
1063
MV Capital Management
Maryland
$154K +$37.7K +352 +35%
HCM
1064
Hollencrest Capital Management
California
$153K -$107 -1 -0.1%
MA
1065
Montag & Associates
Georgia
$150K
VCM
1066
Versant Capital Management
Arizona
$148K -$103K -961 -42%
YDMI
1067
Y.D. More Investments
Israel
$148K -$41.3K -385 -23%
RIL
1068
Rothschild Investment LLC
Illinois
$146K +$74.6K +696 +116%
RFP
1069
Root Financial Partners
California
$145K +$6.75K +63 +5%
PWMG
1070
Prestige Wealth Management Group
New Jersey
$144K +$6.97K +65 +5%
GCM
1071
Gunpowder Capital Management
Maryland
$144K +$137K +1,273 New
ACA
1072
Atlas Capital Advisors
Wyoming
$140K +$133K +1,244 New
TCOT
1073
Trust Company of Toledo
Ohio
$139K
BW
1074
Bravera Wealth
North Dakota
$135K +$129K +1,200 New
SWM
1075
Spire Wealth Management
Virginia
$135K -$22.1K -206 -15%