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Prudential Financial

1,334 hedge funds and large institutions have $23.8B invested in Prudential Financial in 2025 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 504 increasing their positions, 503 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 503

0.08% more ownership

Funds ownership: 60.23%60.31% (+0.08%)

3% less funds holding

Funds holding: 1,3731,334 (-39)

11% less first-time investments, than exits

New positions opened: 110 | Existing positions closed: 123

12% less capital invested

Capital invested by funds: $27.1B → $23.8B (-$3.34B)

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
1,334
Holders Change
-39
Holders Change %
-2.84%
% of All Funds
17.89%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
110
Increased
504
Reduced
503
Closed
123
Calls
$537M
Puts
$647M
Net Calls
-$111M
Net Calls Change
+$493M
Name Holding Trade Value Shares
Change
Change in
Stake
ZRP
1226
Zynergy Retirement Planning
New Jersey
$11.9K
NFSG
1227
Newbridge Financial Services Group
Florida
$11.2K -$54.5K -478 -83%
IRAG
1228
Investment Research & Advisory Group
Georgia
$11.2K
STB
1229
S&T Bank
Pennsylvania
$11.2K
FAM
1230
Flaharty Asset Management
Florida
$11.2K +$11.4K +100 New
Q1WB
1231
Quest 10 Wealth Builders
Virginia
$10.7K -$6.15K -54 -36%
MAS
1232
MPWM Advisory Solutions
Georgia
$10.6K -$11.4K -100 -51%
IFS
1233
Intelligent Financial Strategies
Minnesota
$10.6K
DPW
1234
DiNuzzo Private Wealth
Pennsylvania
$10.5K -$114 -1 -1%
VWA
1235
Valued Wealth Advisors
Utah
$10.3K -$1.59K -14 -13%
SL
1236
Salomon & Ludwin
Virginia
$10.1K
DF
1237
Dunhill Financial
United Kingdom
$9.96K -$3.53K -31 -26%
PWM
1238
Puff Wealth Management
New Jersey
$9.95K +$10.1K +89 New
MBFW
1239
Morton Brown Family Wealth
Pennsylvania
$9.49K
BWM
1240
Bernard Wealth Management
Michigan
$9.49K +$3.99K +35 +70%
OP
1241
ORG Partners
Indiana
$9.38K +$684 +6 +8%
BA
1242
Bellwether Advisors
Nebraska
$9.27K +$9.46K +83 New
WAS
1243
Winch Advisory Services
Wisconsin
$9.21K +$114 +1 +1%
RWM
1244
Ruedi Wealth Management
Illinois
$9.16K
RBC
1245
Roble Belko & Company
Pennsylvania
$9K
CAIM
1246
Catherine Avery Investment Management
Florida
$8.93K +$9.12K +80 New
CFFP
1247
Center for Financial Planning
Michigan
$8.67K
BAM
1248
Bellevue Asset Management
Washington
$8.38K
SFFS
1249
Stonehage Fleming Financial Services
Jersey
$8.26K
BHWM
1250
Bay Harbor Wealth Management
Maryland
$8.26K +$1.02K +9 +14%

PRU Hedge Fund Activity: Q1 2025 in Review

1,334 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q1 2025, worth a combined $23.8B — down 12% from $27.1B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of PRU and 110 opened new positions — a net loss of 13 holders — while 503 trimmed existing stakes and 504 added.

The largest buyer was Barclays, adding an estimated $96.8M. The largest seller was Aberdeen Group, cutting an estimated $114M.

  • 1,334 institutional investors held Prudential Financial (PRU) as of Q1 2025, down from 1,373 in Q4 2024.
  • Funds reported $23.8B of Prudential Financial stock for Q1 2025, down 12% quarter-over-quarter.
  • 110 funds opened new Prudential Financial positions in Q1 2025 and 123 closed out, a net change of -13 holders.
  • The largest Prudential Financial buyer in Q1 2025 was Barclays, an estimated $96.8M added.
  • The largest Prudential Financial seller in Q1 2025 was Aberdeen Group, an estimated $114M sold.

Based on aggregated 13F filings for Q1 2025.