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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
MWA
1176
Medallion Wealth Advisors
Connecticut
$42.3K +$44.8K +363 New
BBPWM
1177
Blue Bell Private Wealth Management
Pennsylvania
$41.7K -$4.07K -33 -9%
BGAI
1178
Bruce G. Allen Investments
Colorado
$41.7K
BC
1179
Barrett & Company
Rhode Island
$40.2K
FP
1180
Financial Perspectives
Minnesota
$40.1K
DWM
1181
Darwin Wealth Management
Florida
$39.4K -$7.41K -60 -15%
PMFA
1182
Plante Moran Financial Advisors
Michigan
$39K -$2.59K -21 -6%
PCFFS
1183
Pacific Center for Financial Services
California
$38.9K
ZB
1184
Zions Bancorporation
Utah
$38.8K -$3.21K -26 -7%
RTC
1185
Riverview Trust Company
Washington
$38.3K
PWMG
1186
Private Wealth Management Group
New Jersey
$38.2K +$21.6K +175 +119%
BTC
1187
Bank & Trust Company
Illinois
$37.7K
MSWA
1188
Marshall & Sterling Wealth Advisors
New York
$37.6K +$39.3K +318 New
RWS
1189
Retirement Wealth Solutions
Wisconsin
$37.4K +$40.4K +327 New
CTA
1190
Colonial Trust Advisors
South Carolina
$37.2K
TH
1191
TCTC Holdings
Texas
$37.2K +$38.8K +314 New
PFSC
1192
Peoples Financial Services Corp
Pennsylvania
$37K
PA
1193
Pineridge Advisors
Missouri
$36.7K +$370 +3 +1%
TC
1194
Tacita Capital
Ontario, Canada
$36.2K -$27.8K -225 -42%
PB
1195
Pinnacle Bancorp
Nebraska
$35.2K -$4.32K -35 -11%
IWP
1196
IAG Wealth Partners
Wisconsin
$35.2K +$7.9K +64 +27%
LDB
1197
Lee, Danner & Bass
Tennessee
$34.8K +$36.3K +294 New
AT
1198
Arlington Trust
Alabama
$34.7K
TCG
1199
Transcendent Capital Group
Oklahoma
$34.5K
ETS
1200
ESL Trust Services
New York
$34.3K

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.