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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
STA
126
Summit Trail Advisors
New York
$361K +$392K +12,714 New
SAM
127
Smartleaf Asset Management
Massachusetts
$359K -$20.9K -680 -5%
Rockefeller Capital Management
128
Rockefeller Capital Management
New York
$356K +$213K +6,903 +123%
SCP
129
Sivia Capital Partners
California
$343K +$372K +12,077 New
P
130
&Partners
Tennessee
$338K +$84.6K +2,747 +30%
Stifel Financial
131
Stifel Financial
Missouri
$326K -$16.5K -535 -4%
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$311K +$44.9K +1,456 +15%
Truist Financial
133
Truist Financial
North Carolina
$309K +$73.6K +2,390 +28%
Cambridge Investment Research Advisors
134
Cambridge Investment Research Advisors
Iowa
$298K +$1.11K +36 +0.3%
DWM
135
Dynasty Wealth Management
Florida
$295K +$7.55K +245 +2%
Commonwealth Equity Services
136
Commonwealth Equity Services
Massachusetts
$293K +$13.3K +432 +4%
KeyBank National Association
137
KeyBank National Association
Ohio
$288K +$312K +10,124 New
KCM
138
Kathmere Capital Management
Pennsylvania
$286K +$66K +2,141 +27%
M&T Bank
139
M&T Bank
New York
$281K -$6.5K -211 -2%
MFS
140
Mattson Financial Services
Michigan
$277K +$300K +9,741 New
GI
141
GAMMA Investing
California
$276K +$17.5K +567 +6%
ET
142
Entropy Technologies
New York
$275K +$298K +9,662 New
PP
143
PDS Planning
Ohio
$272K +$13.4K +436 +5%
EWA
144
EverSource Wealth Advisors
Alabama
$268K +$93.4K +3,033 +47%
NWAG
145
Net Worth Advisory Group
Utah
$264K +$12.2K +395 +4%
BFA
146
Brown Financial Advisors
Ohio
$261K +$282K +9,170 New
PWPS
147
Pinnacle Wealth Planning Services
Ohio
$248K -$44.5K -1,444 -14%
X
148
Xponance
Pennsylvania
$248K +$59.2K +1,923 +28%
FDCDDQ
149
Federation des caisses Desjardins du Quebec
Quebec, Canada
$239K – – –
CTC
150
Cetera Trust Company
Minnesota
$234K – – –
4 5
6
7 8

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.