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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
IIM
1126
Intact Investment Management
Quebec, Canada
$71.1K +$74.1K +600 New
PA
1127
PSI Advisors
Florida
$70.2K +$19.8K +160 +37%
PP
1128
PFS Partners
New Jersey
$69.3K +$123 +1 +0.2%
SIC
1129
Salem Investment Counselors
North Carolina
$68.7K -$3.09K -25 -4%
NFSG
1130
Newbridge Financial Services Group
Florida
$68.5K +$71.4K +578 New
AA
1131
AlphaCentric Advisors
Puerto Rico
$68.2K -$11.7K -95 -14%
MFT
1132
Moisand Fitzgerald Tamayo
Florida
$67.8K +$4.82K +39 +7%
ECM
1133
Estabrook Capital Management
New York
$67.6K +$24.7K +200 +54%
HIA
1134
Harbor Investment Advisory
Maryland
$67.5K
KBFS
1135
Kohmann Bosshard Financial Services
Ohio
$67.4K +$70.1K +568 New
BCMLT
1136
Beacon Capital Management LLC (Tennessee)
Tennessee
$67.3K
T
1137
TOBAM
France
$66K -$10.2K -83 -13%
WWP
1138
WR Wealth Planners
Missouri
$65.2K +$4.82K +39 +8%
AIC
1139
Archer Investment Corporation
Indiana
$64.3K
FGA
1140
Fortis Group Advisors
New Jersey
$61.9K
CPG
1141
Cornerstone Planning Group
New Jersey
$61.6K -$1.48K -12 -2%
Loomis, Sayles & Company
1142
Loomis, Sayles & Company
Massachusetts
$61K +$63.5K +514 New
TFIPS
1143
Towarzystwo Funduszy Inwestycyjnych PZU SA
$60.5K +$29.6K +240 +89%
AA
1144
Ancora Advisors
Ohio
$60.2K +$7.78K +63 +14%
NBT
1145
Northwest Bank & Trust
Iowa
$59.7K
FFWM
1146
Future Financial Wealth Management
Ohio
$59.3K
MSFP
1147
Mark Sheptoff Financial Planning
Connecticut
$59.3K
VCM
1148
Versant Capital Management
Arizona
$58.1K +$23.7K +192 +64%
TFA
1149
Toth Financial Advisory
Virginia
$57.8K
SWA
1150
SOA Wealth Advisors
New York
$57.8K +$123 +1 +0.2%

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.