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Prudential Financial

1,334 hedge funds and large institutions have $23.8B invested in Prudential Financial in 2025 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 504 increasing their positions, 503 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 503

0.08% more ownership

Funds ownership: 60.23%60.31% (+0.08%)

3% less funds holding

Funds holding: 1,3731,334 (-39)

11% less first-time investments, than exits

New positions opened: 110 | Existing positions closed: 123

12% less capital invested

Capital invested by funds: $27.1B → $23.8B (-$3.34B)

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
1,334
Holders Change
-39
Holders Change %
-2.84%
% of All Funds
17.89%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
110
Increased
504
Reduced
503
Closed
123
Calls
$537M
Puts
$647M
Net Calls
-$111M
Net Calls Change
+$493M
Name Holding Trade Value Shares
Change
Change in
Stake
FFWM
1101
Future Financial Wealth Management
Ohio
$55.8K
MSFP
1102
Mark Sheptoff Financial Planning
Connecticut
$55.8K
TFA
1103
Toth Financial Advisory
Virginia
$54.5K
CA
1104
Continuum Advisory
Idaho
$54K -$35.5K -312 -39%
AGWCA
1105
Annis Gardner Whiting Capital Advisors
Florida
$53.6K -$36.5K -320 -40%
BFS
1106
Bare Financial Services
Pennsylvania
$53K +$1.37K +12 +3%
AAP
1107
Arax Advisory Partners
Colorado
$52.3K -$73.9K -649 -58%
GK
1108
Graney & King
New York
$52.2K +$228 +2 +0.4%
KTC
1109
Kentucky Trust Company
Kentucky
$51.1K
SWA
1110
SOA Wealth Advisors
New York
$50.4K -$4.22K -37 -8%
CAL
1111
Capital Analysts LLC
Pennsylvania
$50K
AA
1112
Ancora Advisors
Ohio
$49.7K -$7.18K -63 -12%
CT
1113
Colonial Trust
South Carolina
$49.5K +$3.08K +27 +6%
PWM
1114
Proathlete Wealth Management
Florida
$49.2K +$50.1K +440 New
SGC
1115
Slocum, Gordon & Co
Rhode Island
$48.4K
CSPIA
1116
Cary Street Partners Investment Advisory
Virginia
$47.5K +$25.6K +225 +113%
TTIC
1117
Tower Trust & Investment Company
Iowa
$47.3K +$52.5K +461 New
HWM
1118
Hemington Wealth Management
Virginia
$47K +$2.62K +23 +6%
SHIM
1119
Stone House Investment Management
Pennsylvania
$47K +$47.9K +420 New
ADL
1120
Asset Dedication LLC
California
$46.9K
USB
1121
Union Savings Bank
Connecticut
$46.9K
RIL
1122
Rothschild Investment LLC
Illinois
$45.6K -$54.2K -476 -54%
FG
1123
Fairman Group
Pennsylvania
$45.3K +$570 +5 +1%
NEWAS
1124
N.E.W. Advisory Services
Wisconsin
$45K +$45.9K +403 New
CBT
1125
Crews Bank & Trust
Florida
$44.8K

PRU Hedge Fund Activity: Q1 2025 in Review

1,334 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q1 2025, worth a combined $23.8B — down 12% from $27.1B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of PRU and 110 opened new positions — a net loss of 13 holders — while 503 trimmed existing stakes and 504 added.

The largest buyer was Barclays, adding an estimated $96.8M. The largest seller was Aberdeen Group, cutting an estimated $114M.

  • 1,334 institutional investors held Prudential Financial (PRU) as of Q1 2025, down from 1,373 in Q4 2024.
  • Funds reported $23.8B of Prudential Financial stock for Q1 2025, down 12% quarter-over-quarter.
  • 110 funds opened new Prudential Financial positions in Q1 2025 and 123 closed out, a net change of -13 holders.
  • The largest Prudential Financial buyer in Q1 2025 was Barclays, an estimated $96.8M added.
  • The largest Prudential Financial seller in Q1 2025 was Aberdeen Group, an estimated $114M sold.

Based on aggregated 13F filings for Q1 2025.