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Prudential
PUK

259 hedge funds and large institutions have $1.03B invested in Prudential in 2026 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 120 increasing their positions, 55 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 55

38% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 34

3% more funds holding

Funds holding: 251 → 259 (+8)

0.23% more ownership

Funds ownership: 2.64% → 2.87% (+0.23%)

2% less capital invested

Capital invested by funds: $1.05B → $1.03B (-$20.1M)

Holders
259
Holders Change
+8
Holders Change %
+3.19%
% of All Funds
3.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
47
Increased
120
Reduced
55
Closed
34
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
-$6K

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$17.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$10.6M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$9.02M
4
AssetMark Inc
AssetMark Inc
California
+$7.68M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$7.41M

Top Sellers

1
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$11.1M
2
AA
ABC Arbitrage
France
-$7.36M
3
CCM
Causeway Capital Management
California
-$5.78M
4
Northern Trust
Northern Trust
Illinois
-$4.52M
5
UBS Group
UBS Group
Switzerland
-$3.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
226
IMA Advisory Services
Colorado
$3.08K +$832 +27 +34%
Federated Hermes
227
Federated Hermes
Pennsylvania
$2.98K -$2.53K -82 -44%
EI
228
EFG International
$2.84K +$3.08K +100 New
GWM
229
Geneos Wealth Management
Colorado
$2.81K – – –
BLC
230
Brown, Lisle/Cummings
Rhode Island
$2.73K +$2.96K +96 New
NRG
231
Nemes Rush Group
Michigan
$2.42K – – –
JWM
232
JPL Wealth Management
Colorado
$2.42K +$2.62K +85 New
IAAG
233
Innovative Asset Advisors Group
Connecticut
$2.3K +$2.5K +81 New
BHWM
234
Beaird Harris Wealth Management
Texas
$2.26K – – –
HI
235
Horizon Investments
North Carolina
$1.88K +$2.03K +66 New
BIA
236
Bell Investment Advisors
California
$1.79K – – –
GIA
237
GHP Investment Advisors
Colorado
$1.76K +$1.91K +62 New
ZBNA
238
Zions Bancorporation, National Association
Utah
$1.71K – – –
AA
239
Ancora Advisors
Ohio
$1.53K – – –
KG
240
Kilter Group
New York
$1.48K -$62 -2 -4%
PWAM
241
Private Wealth Asset Management
Iowa
$1.25K – – –
MCM
242
MV Capital Management
Maryland
$1.05K +$709 +23 +164%
ST
243
Smithfield Trust
Pennsylvania
$1K -$31 -1 -3%
BH
244
Burk Holdings
Oklahoma
$938 +$1.02K +33 New
DWM
245
Dogwood Wealth Management
Kansas
$910 +$986 +32 New
Nisa Investment Advisors
246
Nisa Investment Advisors
Missouri
$663 +$709 +23 New
AT
247
Arlington Trust
Alabama
$654 +$709 +23 New
TC
248
Trust Company
Kansas
$625 – – –
ACA
249
American Capital Advisory
Idaho
$569 – – –
TFA
250
Transamerica Financial Advisors
Florida
$345 – – –
8 9
10
11 12

PUK Hedge Fund Activity: Q1 2026 in Review

259 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q1 2026, worth a combined $1.03B — down 1.9% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new PUK positions and 34 closed out — a net gain of 13 holders — while 120 added to existing stakes and 55 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $17.5M. The largest seller was Connor, Clark & Lunn Investment Management (CC&L), cutting an estimated $11.1M.

  • 259 institutional investors held Prudential (PUK) as of Q1 2026, up from 251 in Q4 2025.
  • Funds reported $1.03B of Prudential stock for Q1 2026, down 1.9% quarter-over-quarter.
  • 47 funds opened new Prudential positions in Q1 2026 and 34 closed out, a net change of +13 holders.
  • The largest Prudential buyer in Q1 2026 was JP Morgan Chase, an estimated $17.5M added.
  • The largest Prudential seller in Q1 2026 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2026.