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Prudential Financial

1,334 hedge funds and large institutions have $23.8B invested in Prudential Financial in 2025 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 504 increasing their positions, 503 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 503

0.08% more ownership

Funds ownership: 60.23%60.31% (+0.08%)

3% less funds holding

Funds holding: 1,3731,334 (-39)

11% less first-time investments, than exits

New positions opened: 110 | Existing positions closed: 123

12% less capital invested

Capital invested by funds: $27.1B → $23.8B (-$3.34B)

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
1,334
Holders Change
-39
Holders Change %
-2.84%
% of All Funds
17.89%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
110
Increased
504
Reduced
503
Closed
123
Calls
$537M
Puts
$647M
Net Calls
-$111M
Net Calls Change
+$493M
Name Holding Trade Value Shares
Change
Change in
Stake
BAG
1401
Bridgewealth Advisory Group
California
-$232K -2,070 Closed
FCP
1402
Fidelis Capital Partners
Florida
-$239K -2,012 Closed
XC
1403
XY Capital
Hong Kong
-$225K -1,973 Closed
BFC
1404
Bedel Financial Consulting
Indiana
-$217K -1,907 Closed
VAF
1405
Values Added Financial
District of Columbia
-$226K -1,906 Closed
RIA
1406
Realta Investment Advisors
Delaware
-$224K -1,876 Closed
SMA
1407
Sage Mountain Advisors
Georgia
-$219K -1,844 Closed
LWL
1408
Leo Wealth LLC
Texas
-$212K -1,785 Closed
NL
1409
NWAM LLC
Washington
-$212K -1,785 Closed
BB
1410
Busey Bank
Illinois
-$211K -1,781 Closed
PWAC
1411
Private Wealth Advisors (California)
California
-$211K -1,779 Closed
Los Angeles Capital Management
1412
Los Angeles Capital Management
California
-$211K -1,778 Closed
AA
1413
Auxano Advisors
Washington
-$210K -1,769 Closed
AAMC
1414
Asset Allocation & Management Company
Illinois
-$209K -1,763 Closed
CAM
1415
Cozad Asset Management
Illinois
-$207K -1,750 Closed
WDA
1416
Wendell David Associates
New Hampshire
-$207K -1,750 Closed
MWM
1417
Maridea Wealth Management
New York
-$207K -1,747 Closed
TTWM
1418
TCV Trust & Wealth Management
Virginia
-$205K -1,732 Closed
FAM
1419
Formidable Asset Management
Ohio
-$203K -1,715 Closed
SWA
1420
Stratos Wealth Advisors
Ohio
-$202K -1,707 Closed
VCP
1421
Verus Capital Partners
Arizona
-$202K -1,707 Closed
FCM
1422
Fire Capital Management
California
-$202K -1,705 Closed
SBIA
1423
Sheaff Brock Investment Advisors
Indiana
-$202K -1,700 Closed
JSL
1424
JT Stratford LLC
Georgia
-$201K -1,699 Closed
VHAM
1425
Van Hulzen Asset Management
California
-$151K -1,275 Closed

PRU Hedge Fund Activity: Q1 2025 in Review

1,334 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q1 2025, worth a combined $23.8B — down 12% from $27.1B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of PRU and 110 opened new positions — a net loss of 13 holders — while 503 trimmed existing stakes and 504 added.

The largest buyer was Barclays, adding an estimated $96.8M. The largest seller was Aberdeen Group, cutting an estimated $114M.

  • 1,334 institutional investors held Prudential Financial (PRU) as of Q1 2025, down from 1,373 in Q4 2024.
  • Funds reported $23.8B of Prudential Financial stock for Q1 2025, down 12% quarter-over-quarter.
  • 110 funds opened new Prudential Financial positions in Q1 2025 and 123 closed out, a net change of -13 holders.
  • The largest Prudential Financial buyer in Q1 2025 was Barclays, an estimated $96.8M added.
  • The largest Prudential Financial seller in Q1 2025 was Aberdeen Group, an estimated $114M sold.

Based on aggregated 13F filings for Q1 2025.