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Prudential Financial
PRU

Overview Fund Activity

1,361 hedge funds and large institutions have $27.1B invested in Prudential Financial in 2024 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 503 increasing their positions, 455 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,361
Holders Change
+72
Holders Change %
+5.59%
% of All Funds
18.12%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
180
Increased
503
Reduced
455
Closed
83
Calls
$589M
Puts
$1.19B
Net Calls
-$603M
Net Calls Change
-$81.9M

Top Buyers

1
Northern Trust
Northern Trust
Illinois
$556M
2
UBS Group
UBS Group
Switzerland
$239M
3
Citadel Advisors
Citadel Advisors
Florida
$88.5M
4
Nordea Investment Management
Nordea Investment Management
Sweden
$124M
5
Goldman Sachs
Goldman Sachs
New York
$434M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$103M
2
IAIM
International Assets Investment Management
Florida
$1.05M
3
Barclays
Barclays
United Kingdom
$85M
4
FWIA
Fort Washington Investment Advisors
Ohio
$0
5
Citigroup
Citigroup
New York
$29.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFFP
1276
Center for Financial Planning
Michigan
$9.21K – – –
OAJ
1277
Ogorek Anthony Joseph
New York
$9K – – –
HFM
1278
Harvest Fund Management
China
$9K – – –
BAM
1279
Bellevue Asset Management
Washington
$8.89K – – –
SFFS
1280
Stonehage Fleming Financial Services
Jersey
$8.77K – – –
AP
1281
Atwood & Palmer
Missouri
$8.42K +$8.42K +71 New
KWAG
1282
Kiely Wealth Advisory Group
North Carolina
$8.07K – – –
SFA
1283
Semmax Financial Advisors
North Carolina
$8.06K +$112 +1 +1%
OW
1284
Olistico Wealth
Oklahoma
$8.03K +$118 +1 +1%
WBWA
1285
William B. Walkup & Associates
South Carolina
$7.94K – – –
WBC
1286
West Branch Capital
Massachusetts
$7.82K +$7.59K +64 +3,200%
MSWM
1287
Mowery & Schoenfeld Wealth Management
Illinois
$7.82K +$7.82K +66 New
BHWM
1288
Bay Harbor Wealth Management
Maryland
$7.7K – – –
OSNBOA
1289
Old Second National Bank of Aurora
Illinois
$7.7K +$7.7K +65 New
DCM
1290
Davis Capital Management
Florida
$7.7K – – –
FFL
1291
Financial Freedom LLC
Ohio
$7.62K – – –
FLP
1292
Financial Life Planners
Arizona
$7.51K +$7.51K +63 New
JFA
1293
JNBA Financial Advisors
Minnesota
$7.35K – – –
LWANC
1294
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.23K – – –
FWA
1295
FSC Wealth Advisors
New York
$7.11K -$6.28K -53 -47%
AWM
1296
Abound Wealth Management
Tennessee
$7.06K – – –
CT
1297
Clearstead Trust
Maine
$6.99K – – –
AP
1298
Aspect Partners
Virginia
$6.99K – – –
FWM
1299
FLP Wealth Management
Arkansas
$6.84K +$6.84K +58 New
GTAM
1300
Global Trust Asset Management
Florida
$6.28K +$6.28K +53 New
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