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Prudential Financial

1,321 hedge funds and large institutions have $23.6B invested in Prudential Financial in 2025 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 500 increasing their positions, 498 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

13% less capital invested

Capital invested by funds: $27.1B → $23.6B (-$3.48B)

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
1,321
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$537M
Puts
$647M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1401
Auxano Advisors
Washington
AAMC
1402
Asset Allocation & Management Company
Illinois
WDA
1403
Wendell David Associates
New Hampshire
CAM
1404
Cozad Asset Management
Illinois
MWM
1405
Maridea Wealth Management
New York
TTWM
1406
TCV Trust & Wealth Management
Virginia
FAM
1407
Formidable Asset Management
Ohio
VCP
1408
Verus Capital Partners
Arizona
SWA
1409
Stratos Wealth Advisors
Ohio
FCM
1410
Fire Capital Management
California
SBIA
1411
Sheaff Brock Investment Advisors
Indiana
JSL
1412
JT Stratford LLC
Georgia
VHAM
1413
Van Hulzen Asset Management
California
IIM
1414
Intact Investment Management
Quebec, Canada
KBFS
1415
Kohmann Bosshard Financial Services
Ohio
UBP
1416
Union Bancaire Privee
Switzerland
KIM
1417
Kestra Investment Management
Texas
LDB
1418
Lee, Danner & Bass
Tennessee
TCG
1419
Transcendent Capital Group
Oklahoma
WWA
1420
Wingate Wealth Advisors
Massachusetts
CIAM
1421
Caitong International Asset Management
Hong Kong
SWC
1422
Spectrum Wealth Counsel
Indiana
NWWA
1423
New Wave Wealth Advisors
Arkansas
CBT
1424
CoreFirst Bank & Trust
Kansas
KG
1425
Kieckhefer Group
Wisconsin