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Prudential Financial

1,321 hedge funds and large institutions have $23.6B invested in Prudential Financial in 2025 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 500 increasing their positions, 498 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

13% less capital invested

Capital invested by funds: $27.1B → $23.6B (-$3.48B)

17% less call options, than puts

Call options by funds: $537M | Put options by funds: $647M

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
1,321
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$537M
Puts
$647M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
1101
Capital Analysts LLC
Pennsylvania
$50K
AA
1102
Ancora Advisors
Ohio
$49.7K
CT
1103
Colonial Trust
South Carolina
$49.5K
PWM
1104
Proathlete Wealth Management
Florida
$49.2K
SGC
1105
Slocum, Gordon & Co
Rhode Island
$48.4K
CSPIA
1106
Cary Street Partners Investment Advisory
Virginia
$47.5K
TTIC
1107
Tower Trust & Investment Company
Iowa
$47.3K
HWM
1108
Hemington Wealth Management
Virginia
$47K
SHIM
1109
Stone House Investment Management
Pennsylvania
$47K
ADL
1110
Asset Dedication LLC
California
$46.9K
USB
1111
Union Savings Bank
Connecticut
$46.9K
RIL
1112
Rothschild Investment LLC
Illinois
$45.6K
FG
1113
Fairman Group
Pennsylvania
$45.3K
NEWAS
1114
N.E.W. Advisory Services
Wisconsin
$45K
CBT
1115
Crews Bank & Trust
Florida
$44.8K
SNB
1116
Security National Bank
Nebraska
$44.7K
T
1117
TOBAM
France
$43K
MHR
1118
Matthew Hamilton Rosenberg
$42.9K
RDFA
1119
Ritter Daniher Financial Advisory
Ohio
$42.3K
FNWM
1120
Financial Network Wealth Management
Utah
$42K
SC
1121
Stephens Consulting
Michigan
$41K
TF
1122
Tompkins Financial
New York
$41K
FDW
1123
Fourth Dimension Wealth
Ohio
$40.3K
DWM
1124
Darwin Wealth Management
Florida
$39.4K
RF
1125
Rossby Financial
Florida
$39.3K