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

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$103M
2
IAIM
2
International Assets Investment Management
Florida
$1.05M
3
Barclays
3
Barclays
United Kingdom
$85M
4
FWIA
4
Fort Washington Investment Advisors
Ohio
$0
5
Citigroup
5
Citigroup
New York
$29.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
1301
GS Investments
Minnesota
$5.93K – – –
HIW
1302
Holos Integrated Wealth
Pennsylvania
$5.93K +$5.93K +50 New
BWM
1303
Bernard Wealth Management
Michigan
$5.93K +$5.93K +50 New
CWM
1304
Cranbrook Wealth Management
Michigan
$5.69K – – –
TCM
1305
Tradewinds Capital Management
Washington
$5.69K +$119 +1 +2%
PPA
1306
Painted Porch Advisors
California
$5.57K – – –
WA
1307
Whipplewood Advisors
Colorado
$5.57K +$5.57K +47 New
VWWMG
1308
Vermillion & White Wealth Management Group
Pennsylvania
$5.45K – – –
RMC
1309
Resources Management Corp
Connecticut
$5K – – –
JGIA
1310
Jackson Grant Investment Advisers
Connecticut
$4.98K – – –
SCA
1311
Stuart Chaussee & Associates
California
$4.98K – – –
CMA
1312
Cedar Mountain Advisors
Oregon
$4.85K -$14.9K -126 -75%
AWM
1313
Ameliora Wealth Management
Switzerland
$4.74K – – –
WCM
1314
Westend Capital Management
California
$4.62K – – –
HNW
1315
High Note Wealth
Minnesota
$4.62K +$4.62K +39 New
BLC
1316
Brown, Lisle/Cummings
Rhode Island
$4.03K – – –
ST
1317
Smithfield Trust
Pennsylvania
$4K – – –
LFA
1318
Legend Financial Advisors
Pennsylvania
$3.91K +$3.91K +33 New
OCM
1319
Osterweis Capital Management
California
$3.79K +$3.79K +32 New
1IA
1320
1620 Investment Advisors
Massachusetts
$3.6K – – –
KFGG
1321
Keystone Financial Group (Georgia)
Georgia
$3.56K +$3.56K +30 New
PPWM
1322
PFG Private Wealth Management
Florida
$3.44K – – –
AIM
1323
Arcadia Investment Management
Michigan
$3.27K -$106K -907 -97%
LFA
1324
LGT Financial Advisors
Texas
$3.23K – – –
FRA
1325
Front Row Advisors
California
$3.08K – – –
51 52
53
54 55