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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
PWM
1226
Puff Wealth Management
New Jersey
$9.95K
MBFW
1227
Morton Brown Family Wealth
Pennsylvania
$9.49K
BWM
1228
Bernard Wealth Management
Michigan
$9.49K
OP
1229
ORG Partners
Indiana
$9.38K
BA
1230
Bellwether Advisors
Nebraska
$9.27K
WAS
1231
Winch Advisory Services
Wisconsin
$9.21K
RWM
1232
Ruedi Wealth Management
Illinois
$9.16K
RBC
1233
Roble Belko & Company
Pennsylvania
$9K
CFFP
1234
Center for Financial Planning
Michigan
$8.67K
BAM
1235
Bellevue Asset Management
Washington
$8.38K
SFFS
1236
Stonehage Fleming Financial Services
Jersey
$8.26K
BHWM
1237
Bay Harbor Wealth Management
Maryland
$8.26K
MSG
1238
Main Street Group
Virginia
$8.1K
AP
1239
Atwood & Palmer
Missouri
$7.93K
OW
1240
Olistico Wealth
Oklahoma
$7.57K
SFA
1241
Semmax Financial Advisors
North Carolina
$7.54K
WBWA
1242
William B. Walkup & Associates
South Carolina
$7.48K
WBC
1243
West Branch Capital
Massachusetts
$7.37K
FFL
1244
Financial Freedom LLC
Ohio
$7.27K
SJIM
1245
St. Johns Investment Management
Florida
$7.26K
DCM
1246
Davis Capital Management
Florida
$7.26K
JFA
1247
JNBA Financial Advisors
Minnesota
$6.92K
LWANC
1248
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.81K
AWM
1249
Abound Wealth Management
Tennessee
$6.65K
AP
1250
Aspect Partners
Virginia
$6.59K