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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
FFL
1301
Financial Freedom LLC
Ohio
$7.62K
FLP
1302
Financial Life Planners
Arizona
$7.51K +$7.78K +63 New
JFA
1303
JNBA Financial Advisors
Minnesota
$7.35K
LWANC
1304
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.23K
FWA
1305
FSC Wealth Advisors
New York
$7.11K -$6.54K -53 -47%
AWM
1306
Abound Wealth Management
Tennessee
$7.06K
CT
1307
Clearstead Trust
Maine
$6.99K
AP
1308
Aspect Partners
Virginia
$6.99K
FWM
1309
FLP Wealth Management
Arkansas
$6.84K +$7.16K +58 New
GTAM
1310
Global Trust Asset Management
Florida
$6.28K +$6.54K +53 New
GI
1311
GS Investments
Minnesota
$5.93K
BWM
1312
Bernard Wealth Management
Michigan
$5.93K +$6.17K +50 New
HIW
1313
Holos Integrated Wealth
Pennsylvania
$5.93K +$6.17K +50 New
CWM
1314
Cranbrook Wealth Management
Michigan
$5.69K
TCM
1315
Tradewinds Capital Management
Washington
$5.69K +$123 +1 +2%
PPA
1316
Painted Porch Advisors
California
$5.57K
WA
1317
Whipplewood Advisors
Colorado
$5.57K +$5.8K +47 New
VWWMG
1318
Vermillion & White Wealth Management Group
Pennsylvania
$5.45K
RMC
1319
Resources Management Corp
Connecticut
$5K
JGIA
1320
Jackson Grant Investment Advisers
Connecticut
$4.98K
SCA
1321
Stuart Chaussee & Associates
California
$4.98K
CMA
1322
Cedar Mountain Advisors
Oregon
$4.85K -$15.6K -126 -75%
AWM
1323
Ameliora Wealth Management
Switzerland
$4.74K
WCM
1324
Westend Capital Management
California
$4.62K
HNW
1325
High Note Wealth
Minnesota
$4.62K +$4.82K +39 New

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.