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Prudential Financial

1,373 hedge funds and large institutions have $27.1B invested in Prudential Financial in 2024 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 507 increasing their positions, 459 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 182 | Existing positions closed: 83

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

10% more repeat investments, than reductions

Existing positions increased: 507 | Existing positions reduced: 459

9% more capital invested

Capital invested by funds: $25B → $27.1B (+$2.18B)

6% more funds holding

Funds holding: 1,2991,373 (+74)

2.09% more ownership

Funds ownership: 58.15%60.23% (+2.1%)

51% less call options, than puts

Call options by funds: $589M | Put options by funds: $1.19B

Holders
1,373
Holders Change
+74
Holders Change %
+5.7%
% of All Funds
18.08%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
182
Increased
507
Reduced
459
Closed
83
Calls
$589M
Puts
$1.19B
Net Calls
-$603M
Net Calls Change
-$81.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
1076
Truvestments Capital
Florida
$134K +$29.1K +236 +26%
AAP
1077
Arax Advisory Partners
Colorado
$132K +$31.4K +254 +29%
LWA
1078
Lowe Wealth Advisors
Maryland
$131K +$15.7K +127 +13%
PWMG
1079
Prestige Wealth Management Group
New Jersey
$129K
GWP
1080
Gen-Wealth Partners
Michigan
$128K -$22.6K -183 -14%
CH
1081
Cromwell Holdings
Wyoming
$128K
SFM
1082
Systematic Financial Management
New Jersey
$124K -$278K -2,255 -68%
CT
1083
Coastline Trust
Rhode Island
$122K
SPF
1084
South Plains Financial
Texas
$121K +$127K +1,025 New
CHC
1085
City Holding Co
West Virginia
$121K
MCM
1086
MV Capital Management
Maryland
$120K -$741 -6 -0.6%
VNA
1087
Valley National Advisers
Pennsylvania
$118K +$50.5K +409 +70%
HPC
1088
HM Payson & Co
Maine
$114K -$1.36K -11 -1%
AA
1089
Addison Advisors
Vermont
$114K +$106K +856 +839%
EWM
1090
Evermay Wealth Management
Virginia
$107K
RA
1091
Ransom Advisory
Rhode Island
$107K
ICM
1092
Islay Capital Management
Texas
$106K
RIL
1093
Rothschild Investment LLC
Illinois
$105K +$3.95K +32 +4%
BFPW
1094
BOK Financial Private Wealth
Colorado
$104K -$35.9K -291 -25%
CSB
1095
City State Bank
Iowa
$104K -$38.3K -310 -26%
SWM
1096
Sugarloaf Wealth Management
Georgia
$102K -$74.2K -601 -41%
RS
1097
Rakuten Securities
Japan
$101K +$104K +846 +12,086%
DJSG
1098
D.J. St. Germain
Massachusetts
$99.2K +$37K +300 +56%
C
1099
Covestor
United Kingdom
$97K +$39.8K +322 +65%
HWA
1100
HHM Wealth Advisors
Tennessee
$97K +$23.3K +189 +30%

PRU Hedge Fund Activity: Q4 2024 in Review

1,373 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q4 2024, worth a combined $27.1B — up 8.7% from $25B a quarter earlier.

Buyers outnumbered sellers: 182 funds opened new PRU positions and 83 closed out — a net gain of 99 holders — while 507 added to existing stakes and 459 trimmed.

The largest buyer was Northern Trust, adding an estimated $111M. The largest seller was International Assets Investment Management, cutting an estimated $157M.

  • 1,373 institutional investors held Prudential Financial (PRU) as of Q4 2024, up from 1,299 in Q3 2024.
  • Funds reported $27.1B of Prudential Financial stock for Q4 2024, up 8.7% quarter-over-quarter.
  • 182 funds opened new Prudential Financial positions in Q4 2024 and 83 closed out, a net change of +99 holders.
  • The largest Prudential Financial buyer in Q4 2024 was Northern Trust, an estimated $111M added.
  • The largest Prudential Financial seller in Q4 2024 was International Assets Investment Management, an estimated $157M sold.

Based on aggregated 13F filings for Q4 2024.