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Prudential Financial

1,351 hedge funds and large institutions have $21.1B invested in Prudential Financial in 2026 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 519 increasing their positions, 485 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.02% more ownership

Funds ownership: 61.04%62.05% (+1%)

7% more repeat investments, than reductions

Existing positions increased: 519 | Existing positions reduced: 485

4% less funds holding

Funds holding: 1,4061,351 (-55)

11% less call options, than puts

Call options by funds: $309M | Put options by funds: $347M

13% less capital invested

Capital invested by funds: $24.1B → $21.1B (-$3.02B)

14% less first-time investments, than exits

New positions opened: 132 | Existing positions closed: 153

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
1,351
Holders Change
-55
Holders Change %
-3.91%
% of All Funds
16.64%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
132
Increased
519
Reduced
485
Closed
153
Calls
$309M
Puts
$347M
Net Calls
-$38.2M
Net Calls Change
+$90.2M
Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
1101
N.E.W. Advisory Services
Wisconsin
$39.6K +$104 +1 +0.2%
SNB
1102
Security National Bank
Nebraska
$39.1K
ACA
1103
Atlas Capital Advisors
Wyoming
$38.8K -$87.7K -847 -68%
WAG
1104
Wilkerson Advisory Group
Missouri
$37.8K +$6.21K +60 +18%
GCP
1105
Gill Capital Partners
Colorado
$36.9K +$39.1K +378 New
PB
1106
Pinnacle Bancorp
Nebraska
$36.1K
PWA
1107
Physician Wealth Advisors
Utah
$35.7K -$10.3K -99 -21%
MWA
1108
Medallion Wealth Advisors
Connecticut
$35.5K
DWM
1109
Darwin Wealth Management
Florida
$33.3K +$311 +3 +0.9%
CFSG
1110
Community Financial Services Group
Vermont
$33.3K +$35.2K +340 New
FP
1111
Financial Perspectives
Minnesota
$33K
PCFFS
1112
Pacific Center for Financial Services
California
$32K
JFGIW
1113
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$31.6K -$3.52K -34 -10%
BTC
1114
Bank & Trust Company
Illinois
$31.1K
USB
1115
Union Savings Bank
Connecticut
$30.5K
PFSC
1116
Peoples Financial Services Corp
Pennsylvania
$30.5K
MSFP
1117
Mark Sheptoff Financial Planning
Connecticut
$30.1K -$20.7K -200 -40%
BC
1118
Bayforest Capital
United Kingdom
$29.1K +$30.9K +298 New
OCWP
1119
Owl Creek Wealth Partners
Colorado
$29.1K +$30.9K +298 New
KFAS
1120
Keating Financial Advisory Services
Kansas
$28.6K -$4.56K -44 -13%
OWA
1121
Opal Wealth Advisors
New York
$28.5K +$30.2K +292 New
SWP
1122
Strategic Wealth Partners
Ohio
$28.3K -$1.14K -11 -4%
ETS
1123
ESL Trust Services
New York
$28.2K
SIC
1124
SJS Investment Consulting
Ohio
$27.1K +$13.9K +134 +93%
WA
1125
Walsh & Associates
Florida
$26.7K