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Prudential Financial

1,311 hedge funds and large institutions have $22.6B invested in Prudential Financial in 2025 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 518 increasing their positions, 463 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 518 | Existing positions reduced: 463

0.76% less ownership

Funds ownership: 60.31%59.55% (-0.76%)

4% less first-time investments, than exits

New positions opened: 112 | Existing positions closed: 117

5% less capital invested

Capital invested by funds: $23.8B → $22.6B (-$1.18B)

9% less call options, than puts

Call options by funds: $448M | Put options by funds: $492M

2% less funds holding

Funds holding: 1,3341,311 (-23)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
1,311
Holders Change
-23
Holders Change %
-1.72%
% of All Funds
17.26%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
112
Increased
518
Reduced
463
Closed
117
Calls
$448M
Puts
$492M
Net Calls
-$43.9M
Net Calls Change
+$66.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1076
SOA Wealth Advisors
New York
$57.6K +$8.81K +85 +19%
MFT
1077
Moisand Fitzgerald Tamayo
Florida
$57.3K
FGA
1078
Fortis Group Advisors
New Jersey
$56.1K
TFIPS
1079
Towarzystwo Funduszy Inwestycyjnych PZU SA
$54.8K
VWA
1080
VSM Wealth Advisory
Maryland
$53.9K
FFWM
1081
Future Financial Wealth Management
Ohio
$53.7K
MSFP
1082
Mark Sheptoff Financial Planning
Connecticut
$53.7K
TFA
1083
Toth Financial Advisory
Virginia
$52.4K
ADL
1084
Asset Dedication LLC
California
$51.7K +$6.32K +61 +15%
MYIA
1085
Mount Yale Investment Advisors
Colorado
$50.9K +$49.1K +474 New
GK
1086
Graney & King
New York
$50.4K +$104 +1 +0.2%
BFS
1087
Bare Financial Services
Pennsylvania
$50.4K -$622 -6 -1%
CT
1088
Colonial Trust
South Carolina
$50.1K +$2.38K +23 +5%
RF
1089
Rossby Financial
Florida
$49.6K +$8.29K +80 +21%
KTC
1090
Kentucky Trust Company
Kentucky
$49.2K
CAL
1091
Capital Analysts LLC
Pennsylvania
$49K +$622 +6 +1%
CFD
1092
Creative Financial Designs
Indiana
$47.3K +$9.74K +94 +27%
PWM
1093
Proathlete Wealth Management
Florida
$47.3K
SGC
1094
Slocum, Gordon & Co
Rhode Island
$46.5K
Lazard Asset Management
1095
Lazard Asset Management
New York
$46K -$2.22M -21,384 -98%
SHIM
1096
Stone House Investment Management
Pennsylvania
$45.4K +$311 +3 +0.7%
CSPIA
1097
Cary Street Partners Investment Advisory
Virginia
$43.9K -$1.66K -16 -4%
USB
1098
Union Savings Bank
Connecticut
$43.5K
NEWAS
1099
N.E.W. Advisory Services
Wisconsin
$43.3K
HWM
1100
Hemington Wealth Management
Virginia
$43K -$1.97K -19 -4%

PRU Hedge Fund Activity: Q2 2025 in Review

1,311 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q2 2025, worth a combined $22.6B — down 5% from $23.8B a quarter earlier.

Sellers outnumbered buyers: 117 funds closed out of PRU and 112 opened new positions — a net loss of 5 holders — while 463 trimmed existing stakes and 518 added.

The largest buyer was Vanguard Group, adding an estimated $62.2M. The largest seller was Ameriprise, cutting an estimated $143M.

  • 1,311 institutional investors held Prudential Financial (PRU) as of Q2 2025, down from 1,334 in Q1 2025.
  • Funds reported $22.6B of Prudential Financial stock for Q2 2025, down 5% quarter-over-quarter.
  • 112 funds opened new Prudential Financial positions in Q2 2025 and 117 closed out, a net change of -5 holders.
  • The largest Prudential Financial buyer in Q2 2025 was Vanguard Group, an estimated $62.2M added.
  • The largest Prudential Financial seller in Q2 2025 was Ameriprise, an estimated $143M sold.

Based on aggregated 13F filings for Q2 2025.