We are live on ! Find out more
PRU icon

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
OA
1401
Operose Advisors
Wisconsin
-$417K -3,441 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
1402
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$399K -3,291 Closed
SW
1403
SteelPeak Wealth
California
-$389K -3,216 Closed
PCMC
1404
Private Capital Management (Colorado)
Colorado
-$368K -3,035 Closed
STA
1405
Summit Trail Advisors
New York
-$356K -2,939 Closed
MPM
1406
MBB Public Markets
Illinois
-$316K -2,610 Closed
DAS
1407
Diversify Advisory Services
Utah
-$316K -2,515 Closed
GWM
1408
Gitterman Wealth Management
New Jersey
-$302K -2,489 Closed
FRM
1409
Fox Run Management
Connecticut
-$297K -2,451 Closed
ZIMP
1410
Zimmermann Investment Management & Planning
Pennsylvania
-$291K -2,401 Closed
OWA
1411
Octavia Wealth Advisors
Ohio
-$290K -2,397 Closed
OTL
1412
Oak Thistle LLC
New York
-$273K -2,253 Closed
BAM
1413
Blueshift Asset Management
New Jersey
-$270K -2,229 Closed
CCAL
1414
City Center Advisors LLC
Michigan
-$268K -2,211 Closed
BCA
1415
Bay Colony Advisors
Massachusetts
-$262K -2,164 Closed
AA
1416
Advisory Alpha
Michigan
-$255K -2,105 Closed
CHP
1417
Cable Hill Partners
Oregon
-$253K -2,092 Closed
BFWA
1418
Benchmark Financial Wealth Advisors
Florida
-$250K -2,065 Closed
MIS
1419
Morningstar Investment Services
Illinois
-$234K -1,933 Closed
CS
1420
Cannell & Spears
New York
-$224K -1,846 Closed
FRA
1421
Frank Rimerman Advisors
California
-$213K -1,760 Closed
SAW
1422
Signal Advisors Wealth
Michigan
-$206K -1,701 Closed
CPSAC
1423
Chas P. Smith & Associates (CPS)
Florida
-$202K -1,668 Closed
NCM
1424
Narwhal Capital Management
Georgia
-$202K -1,666 Closed
SWP
1425
ShoreHaven Wealth Partners
New Jersey
-$201K -1,663 Closed

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.