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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
GIA
1226
GHP Investment Advisors
Colorado
$23.9K -$21.9K -177 -47%
CSPIA
1227
Cary Street Partners Investment Advisory
Virginia
$23.7K -$4.07M -32,971 -99%
SWC
1228
Spectrum Wealth Counsel
Indiana
$23.7K
TIM
1229
Thompson Investment Management
Wisconsin
$23.7K
SIM
1230
Synergy Investment Management
Florida
$23.7K +$24.7K +200 New
MAS
1231
MPWM Advisory Solutions
Georgia
$23.1K +$24.1K +195 New
TCPG
1232
Trivant Custom Portfolio Group
California
$23K
NWWA
1233
New Wave Wealth Advisors
Arkansas
$22.9K +$23.8K +193 New
PK
1234
Pflug Koory
Nebraska
$21.5K
CTB
1235
Country Trust Bank
Illinois
$20.9K +$15.7K +127 +259%
KA
1236
Kozak & Associates
Colorado
$20.9K +$123 +1 +0.6%
MTIC
1237
Missouri Trust & Investment Company
Missouri
$20.6K +$17.3K +140 +412%
OLVIG
1238
Oliver Lagore Vanvalin Investment Group
Michigan
$20K
AT
1239
Avalon Trust
New Mexico
$19.4K
TIM
1240
Tortoise Investment Management
New York
$19.4K
CAM
1241
Creekmur Asset Management
Illinois
$19.1K +$123 +1 +0.6%
CTWM
1242
Cherry Tree Wealth Management
Minnesota
$19K
NECFA
1243
New England Capital Financial Advisors
Connecticut
$18.5K
ACM
1244
Anfield Capital Management
California
$18K
FCT
1245
First Community Trust
Iowa
$18K
HFS
1246
HBC Financial Services
Washington
$18K +$247 +2 +1%
Q1WB
1247
Quest 10 Wealth Builders
Virginia
$17.8K +$18.5K +150 New
DFA
1248
DHJJ Financial Advisors
Illinois
$17.2K -$11K -89 -38%
SC
1249
Steph & Co
Wisconsin
$17.1K
CBT
1250
CoreFirst Bank & Trust
Kansas
$16.5K

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.