PRU icon

Prudential Financial

1,300 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, 516 increasing their positions, 456 reducing their positions, and 114 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 capital invested

Capital invested by funds: $ → $

9% less call options, than puts

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

2% less funds holding

Funds holding: 1,3211,300 (-21)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
1,300
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$448M
Puts
$492M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAWM
1101
Capital A Wealth Management
Pennsylvania
$39K
VCM
1102
Versant Capital Management
Arizona
$36.7K
BC
1103
Barrett & Company
Rhode Island
$36.4K
FP
1104
Financial Perspectives
Minnesota
$36.3K
DWM
1105
Darwin Wealth Management
Florida
$36K
PA
1106
Pineridge Advisors
Missouri
$35.5K
PCFFS
1107
Pacific Center for Financial Services
California
$35.2K
RWS
1108
Retirement Wealth Solutions
Wisconsin
$35.2K
CFS
1109
CGC Financial Services
Oregon
$35K
SIS
1110
Strategic Investment Solutions
Illinois
$34.3K
BTC
1111
Bank & Trust Company
Illinois
$34.2K
MSWA
1112
Marshall & Sterling Wealth Advisors
New York
$34.1K
PFSC
1113
Peoples Financial Services Corp
Pennsylvania
$33.5K
TC
1114
Tacita Capital
Ontario, Canada
$32.8K
RDFA
1115
Ritter Daniher Financial Advisory
Ohio
$32.7K
GKIM
1116
GW&K Investment Management
Massachusetts
$32K
MAM
1117
Meeder Asset Management
Ohio
$31.9K
FDW
1118
Fourth Dimension Wealth
Ohio
$31.6K
AT
1119
Arlington Trust
Alabama
$31.5K
ETS
1120
ESL Trust Services
New York
$31.1K
CA
1121
Crewe Advisors
Utah
$30.3K
CIA
1122
Cape Investment Advisory
Georgia
$29.8K
CWP
1123
Concord Wealth Partners
Virginia
$29.7K
PWA
1124
Physician Wealth Advisors
Utah
$29.7K
OWA
1125
Opal Wealth Advisors
New York
$29.3K