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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
CWP
1151
Concord Wealth Partners
Virginia
$57.8K -$3.7K -30 -6%
GK
1152
Graney & King
New York
$55.3K +$57.5K +466 New
BFS
1153
Bare Financial Services
Pennsylvania
$54.9K +$57.2K +463 New
KTC
1154
Kentucky Trust Company
Kentucky
$54.3K +$56.5K +458 New
UBP
1155
Union Bancaire Privee
Switzerland
$54K +$61.4K +497 New
CAL
1156
Capital Analysts LLC
Pennsylvania
$53K
KIM
1157
Kestra Investment Management
Texas
$52.2K +$54.3K +440 New
FFO
1158
Fortitude Family Office
Arizona
$51.9K
SGC
1159
Slocum, Gordon & Co
Rhode Island
$51.3K
LP
1160
LMR Partners
United Kingdom
$50.7K +$25.1K +203 +90%
ADL
1161
Asset Dedication LLC
California
$49.8K +$11.5K +93 +28%
USB
1162
Union Savings Bank
Connecticut
$49.8K
CT
1163
Colonial Trust
South Carolina
$49.3K
RDFA
1164
Ritter Daniher Financial Advisory
Ohio
$48.8K
HWM
1165
Hemington Wealth Management
Virginia
$48K +$6.05K +49 +14%
CBT
1166
Crews Bank & Trust
Florida
$47.5K +$49.5K +401 New
SNB
1167
Security National Bank
Nebraska
$47.4K
RFG
1168
REAP Financial Group
Texas
$46.7K +$20.1K +163 +71%
MHR
1169
Matthew Hamilton Rosenberg
$45.5K
FG
1170
Fairman Group
Pennsylvania
$45.3K +$494 +4 +1%
SC
1171
Stephens Consulting
Michigan
$43.5K
TF
1172
Tompkins Financial
New York
$43.5K
T
1173
Transce3nd
Texas
$42.9K +$44.7K +362 New
FDW
1174
Fourth Dimension Wealth
Ohio
$42.8K +$44.6K +361 New
UCB
1175
United Community Bank
South Carolina
$42.7K -$1.88M -15,258 -98%

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.