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Prudential Financial

1,321 hedge funds and large institutions have $23.6B invested in Prudential Financial in 2025 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 500 increasing their positions, 498 reducing their positions, and 121 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 funds holding

Funds holding:

13% less capital invested

Capital invested by funds: $27.1B → $23.6B (-$3.48B)

17% less call options, than puts

Call options by funds: $537M | Put options by funds: $647M

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
1,321
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$537M
Puts
$647M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1151
Cape Investment Advisory
Georgia
$30.7K
CFS
1152
CGC Financial Services
Oregon
$30.7K
OWA
1153
Opal Wealth Advisors
New York
$30.5K
TLA
1154
Tanglewood Legacy Advisors
Texas
$30K
MLA
1155
MB, Levis & Associates
Pennsylvania
$29.8K
CT
1156
Clearstead Trust
Maine
$29.7K
CTA
1157
Colonial Trust Advisors
South Carolina
$29.5K
MSWA
1158
Marshall & Sterling Wealth Advisors
New York
$29.3K
GKIM
1159
GW&K Investment Management
Massachusetts
$29K
PWA
1160
Physician Wealth Advisors
Utah
$28.4K
DSC
1161
Duncker Streett & Co
Missouri
$27.9K
NC
1162
North Capital
Utah
$27.9K
CWM
1163
Centricity Wealth Management
Ohio
$27.6K
A
1164
AlphaQuest
New York
$27.6K
OAJ
1165
Ogorek Anthony Joseph
New York
$27K
CWA
1166
Carolina Wealth Advisors
South Carolina
$26.2K
MAM
1167
Meeder Asset Management
Ohio
$26.1K
BIA
1168
Bell Investment Advisors
California
$26K
CVM
1169
Cheviot Value Management
California
$25.7K
LIA
1170
Luken Investment Analytics
Tennessee
$24.3K
S
1171
Sachetta
Massachusetts
$24K
CB
1172
Community Bank
New York
$24K
CMP
1173
Coston McIsaac & Partners
Maine
$23K
CH
1174
Canton Hathaway
Rhode Island
$23K
HFS
1175
Hopwood Financial Services
Virginia
$22.7K