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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
IIM
1426
Intact Investment Management
Quebec, Canada
-$71.1K -600 Closed
KBFS
1427
Kohmann Bosshard Financial Services
Ohio
-$67.4K -568 Closed
UBP
1428
Union Bancaire Privee
Switzerland
-$54K -497 Closed
KIM
1429
Kestra Investment Management
Texas
-$52.2K -440 Closed
LDB
1430
Lee, Danner & Bass
Tennessee
-$34.8K -294 Closed
TCG
1431
Transcendent Capital Group
Oklahoma
-$34.5K -291 Closed
WWA
1432
Wingate Wealth Advisors
Massachusetts
-$32.7K -276 Closed
CIAM
1433
Caitong International Asset Management
Hong Kong
-$25.5K -215 Closed
SWC
1434
Spectrum Wealth Counsel
Indiana
-$23.7K -200 Closed
NWWA
1435
New Wave Wealth Advisors
Arkansas
-$22.9K -193 Closed
CBT
1436
CoreFirst Bank & Trust
Kansas
-$16.5K -139 Closed
KG
1437
Kieckhefer Group
Wisconsin
-$14.7K -124 Closed
KI
1438
Kapitalo Investimentos
Brazil
-$13K -110 Closed
TAM
1439
Tucker Asset Management
Colorado
-$12.7K -107 Closed
CJL
1440
Cyrus J. Lawrence
New York
-$12K -106 Closed
FA
1441
Fedenia Advisers
Wisconsin
-$11.9K -100 Closed
HDIM
1442
Hanson & Doremus Investment Management
Vermont
-$11K -90 Closed
MAM
1443
Morse Asset Management
Connecticut
-$10.2K -86 Closed
CPL
1444
Capital & Planning LLC
Georgia
-$10.1K -85 Closed
HFM
1445
Harvest Fund Management
China
-$9K -75 Closed
FLP
1446
Financial Life Planners
Arizona
-$7.51K -63 Closed
FWM
1447
FLP Wealth Management
Arkansas
-$6.84K -58 Closed
LFA
1448
Legend Financial Advisors
Pennsylvania
-$3.91K -33 Closed
FRA
1449
Front Row Advisors
California
-$3.08K -26 Closed
EBA
1450
Eagle Bay Advisors
New York
-$2.96K -25 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.