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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.96B +$27.2M +220,671 +0.5%
BlackRock
2
BlackRock
New York
$3.84B +$59.6M +482,639 +2%
State Street
3
State Street
Massachusetts
$2.05B +$33.5M +271,606 +2%
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$1.75B +$3.09K +25 +0.2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.05B +$23.9M +193,681 +2%
Morgan Stanley
6
Morgan Stanley
New York
$783M +$22.1M +179,327 +3%
Northern Trust
7
Northern Trust
Illinois
$556M +$111M +897,916 +24%
Invesco
8
Invesco
Georgia
$513M +$437K +3,539 +0.1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$480M -$17.3M -140,217 -3%
Goldman Sachs
10
Goldman Sachs
New York
$434M +$75M +607,445 +20%
UBS AM
11
UBS AM
Illinois
$404M +$43.5M +352,335 +12%
Legal & General Group
12
Legal & General Group
United Kingdom
$317M -$18.5M -150,074 -5%
NLI
13
Nippon Life Insurance
Japan
$303M
Bank of New York Mellon
14
Bank of New York Mellon
New York
$291M +$857K +6,938 +0.3%
Charles Schwab
15
Charles Schwab
California
$286M +$3.24M +26,210 +1%
UBS Group
16
UBS Group
Switzerland
$239M +$101M +814,233 +68%
Bank of America
17
Bank of America
North Carolina
$237M -$14.8M -119,593 -6%
N
18
Nuveen
North Carolina
$205M -$182K -1,473 -0.1%
Ameriprise
19
Ameriprise
Minnesota
$202M +$12M +97,406 +6%
Amundi
20
Amundi
France
$182M +$46.7M +378,266 +33%
Mariner
21
Mariner
Kansas
$175M +$6.42M +52,010 +4%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$168M +$44.1M +357,230 +34%
Aberdeen Group
23
Aberdeen Group
United Kingdom
$155M +$62.6K +507 +0%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$155M -$17M -137,811 -10%
Deutsche Bank
25
Deutsche Bank
Germany
$149M -$24M -194,460 -13%

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.