We are live on ! Find out more
PRU icon

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
MHR
1126
Matthew Hamilton Rosenberg
$26.4K -$4.45K -43 -14%
TLA
1127
Tanglewood Legacy Advisors
Texas
$26.3K
MLA
1128
MB, Levis & Associates
Pennsylvania
$26.1K
RS
1129
Rakuten Securities
Japan
$25.9K +$26.8K +259 +4,317%
ADL
1130
Asset Dedication LLC
California
$25.1K -$30.3K -293 -53%
CMP
1131
Coston McIsaac & Partners
Maine
$25K
LWM
1132
Lodestone Wealth Management
Washington
$24.7K +$311 +3 +1%
CFD
1133
Creative Financial Designs
Indiana
$24.6K -$104 -1 -0.4%
AT
1134
Arlington Trust
Alabama
$24.5K +$26K +251 New
CVM
1135
Cheviot Value Management
California
$24.4K
DSC
1136
Duncker Streett & Co
Missouri
$24.4K
TC
1137
Tacita Capital
Ontario, Canada
$24.4K
SIS
1138
Strategic Investment Solutions
Illinois
$24.3K -$7.56K -73 -23%
AIC
1139
Archer Investment Corporation
Indiana
$23.1K
TPWA
1140
Twin Peaks Wealth Advisors
California
$23.1K +$24.4K +236 New
CWA
1141
Carolina Wealth Advisors
South Carolina
$23K
PWMG
1142
Private Wealth Management Group
New Jersey
$22.6K -$104 -1 -0.4%
TFG
1143
Team Financial Group
California
$22.4K +$311 +3 +1%
CM
1144
Capula Management
Cayman Islands
$22.2K +$23.5K +227 New
OAJ
1145
Ogorek Anthony Joseph
New York
$22K +$1.14K +11 +5%
BG
1146
Bollard Group
Massachusetts
$22K +$23.4K +226 New
SIM
1147
Synergy Investment Management
Florida
$21.5K +$22.8K +220 New
LIA
1148
Luken Investment Analytics
Tennessee
$21.3K -$518 -5 -2%
NRG
1149
Nemes Rush Group
Michigan
$21.1K +$207 +2 +0.9%
RWM
1150
RMG Wealth Management
Wisconsin
$20.6K +$10.6K +102 +100%