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Prudential Financial

1,351 hedge funds and large institutions have $21.1B invested in Prudential Financial in 2026 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 519 increasing their positions, 485 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.02% more ownership

Funds ownership: 61.04%62.05% (+1%)

7% more repeat investments, than reductions

Existing positions increased: 519 | Existing positions reduced: 485

4% less funds holding

Funds holding: 1,4061,351 (-55)

11% less call options, than puts

Call options by funds: $309M | Put options by funds: $347M

13% less capital invested

Capital invested by funds: $24.1B → $21.1B (-$3.02B)

14% less first-time investments, than exits

New positions opened: 132 | Existing positions closed: 153

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
1,351
Holders Change
-55
Holders Change %
-3.91%
% of All Funds
16.64%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
132
Increased
519
Reduced
485
Closed
153
Calls
$309M
Puts
$347M
Net Calls
-$38.2M
Net Calls Change
+$90.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
1051
MCF Advisors
Kentucky
$78.3K +$12.6K +122 +18%
CNBTD
1052
Citizens National Bank Trust Department
Mississippi
$78.2K
IWP
1053
IAG Wealth Partners
Wisconsin
$77.9K +$4.76K +46 +6%
ECM
1054
Estabrook Capital Management
New York
$77.1K +$21.1K +204 +35%
JWA
1055
JFS Wealth Advisors
Pennsylvania
$76.8K -$1.76K -17 -2%
WB
1056
Webster Bank
Connecticut
$76.7K -$66.5K -642 -45%
CB
1057
Community Bank
New York
$75.4K +$10.2K +98 +15%
MSWA
1058
Marshall & Sterling Wealth Advisors
New York
$74.8K +$932 +9 +1%
UCB
1059
United Community Bank
South Carolina
$72K -$1.04K -10 -1%
BFS
1060
Bare Financial Services
Pennsylvania
$69.6K -$932 -9 -1%
FCMT
1061
Founders Capital Management (Texas)
Texas
$68.4K
DIP
1062
DT Investment Partners
Pennsylvania
$65.3K
BBPWM
1063
Blue Bell Private Wealth Management
Pennsylvania
$65.1K
CCWM
1064
Cassaday & Co Wealth Management
Virginia
$65.1K +$69K +666 New
MCM
1065
Manchester Capital Management
Vermont
$64.8K +$15.2K +147 +28%
C
1066
Covestor
United Kingdom
$63K +$414 +4 +0.6%
IBOK
1067
Independence Bank of Kentucky
Kentucky
$62.9K -$1.66K -16 -2%
CBT
1068
Crews Bank & Trust
Florida
$62.7K +$3.83K +37 +6%
HPBT
1069
Hickory Point Bank & Trust
Illinois
$60.8K +$64.4K +622 New
TFGT
1070
TS Financial Group (TSFG)
Illinois
$60K +$311 +3 +0.5%
PJC
1071
Phillip James Consulting
Minnesota
$60K +$42.4K +409 +192%
HIA
1072
Harbor Investment Advisory
Maryland
$58.7K +$4.14K +40 +7%
EB
1073
Eastern Bank
Massachusetts
$58.4K -$2.8K -27 -4%
LWCFA
1074
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$58.1K
PMFA
1075
Plante Moran Financial Advisors
Michigan
$57.4K -$12.8K -124 -17%