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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
CNBTD
1101
Citizens National Bank Trust Department
Mississippi
$94.8K
AGWCA
1102
Annis Gardner Whiting Capital Advisors
Florida
$94.8K +$39.4K +319 +66%
CA
1103
Continuum Advisory
Idaho
$94.2K +$5.68K +46 +6%
PG
1104
Proffitt & Goodson
Tennessee
$91.6K
CAS
1105
Coppell Advisory Solutions
Texas
$90.4K -$25.7K -208 -21%
CWM
1106
Compass Wealth Management
Connecticut
$89.4K
SSB
1107
Sandy Spring Bank
Maryland
$86.8K
CWM
1108
Crowley Wealth Management
Delaware
$86.3K +$89.9K +728 New
CCA
1109
Catalyst Capital Advisors
New York
$86.1K -$8.03K -65 -8%
CCA
1110
Criterion Capital Advisors
Tennessee
$84.7K
JWA
1111
JFS Wealth Advisors
Pennsylvania
$83.6K +$123 +1 +0.1%
MA
1112
MCF Advisors
Kentucky
$83.1K -$2.35K -19 -3%
FCMT
1113
Founders Capital Management (Texas)
Texas
$83K
IHWM
1114
Iron Horse Wealth Management
Iowa
$80.9K +$247 +2 +0.3%
OIA
1115
Optimum Investment Advisors
Illinois
$80K
SC
1116
SouthState Corp
Florida
$80K
DIP
1117
DT Investment Partners
Pennsylvania
$79.2K
LI
1118
LRI Investments
Florida
$78.5K -$16.2K -131 -17%
MCM
1119
Manchester Capital Management
Vermont
$76.3K
IBOK
1120
Independence Bank of Kentucky
Kentucky
$76.3K
FFC
1121
First Financial Corp
Indiana
$75.6K
TFGT
1122
TS Financial Group (TSFG)
Illinois
$75K +$370 +3 +0.5%
GEA
1123
Glen Eagle Advisors
New Jersey
$74K
KFI
1124
Key Financial Inc
Pennsylvania
$73K -$1.11K -9 -1%
LWCFA
1125
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$72.3K

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.