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Prudential

206 hedge funds and large institutions have $740M invested in Prudential in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 91 increasing their positions, 56 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

68% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 22

63% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 56

18% more capital invested

Capital invested by funds: $629M → $740M (+$111M)

6% more funds holding

Funds holding: 194206 (+12)

1.17% more ownership

Funds ownership: 1.11%2.28% (+1.2%)

78% less call options, than puts

Call options by funds: $250K | Put options by funds: $1.15M

Holders
206
Holders Change
+12
Holders Change %
+6.19%
% of All Funds
2.71%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
37
Increased
91
Reduced
56
Closed
22
Calls
$250K
Puts
$1.15M
Net Calls
-$903K
Net Calls Change
+$921K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$49K -$1.21K -54 -3%
FDCDDQ
152
Federation des caisses Desjardins du Quebec
Quebec, Canada
$47.5K
GBT
153
Grove Bank & Trust
Florida
$39K -$157 -7 -0.4%
WA
154
Whipplewood Advisors
Colorado
$36.8K +$8.43K +377 +35%
RIL
155
Rothschild Investment LLC
Illinois
$25.3K +$1.97K +88 +10%
FFA
156
Farther Finance Advisors
California
$23.2K
WA
157
WPG Advisers
Maryland
$22.4K -$3.98K -178 -17%
UB
158
UMB Bank
Missouri
$18.5K +$13.4K +601 +432%
AF
159
Allworth Financial
California
$17.8K +$3.69K +165 +30%
NC
160
NewSquare Capital
Pennsylvania
$17.1K +$13.8K +618 +922%
Bessemer Group
161
Bessemer Group
New Jersey
$16K +$6.96K +311 +97%
WIM
162
Westside Investment Management
California
$15.5K +$14K +627 New
Macquarie Group
163
Macquarie Group
Australia
$15K +$4.21K +188 +44%
FHA
164
First Horizon Advisors
Tennessee
$13K +$716 +32 +7%
SPIA
165
Steward Partners Investment Advisory
New York
$11.8K
SS
166
SBI Securities
Japan
$11.3K +$9.6K +429 +2,043%
PFBT
167
Parkside Financial Bank & Trust
Missouri
$9.16K +$738 +33 +10%
AGWCA
168
Annis Gardner Whiting Capital Advisors
Florida
$8.33K +$7.45K +333 New
SWM
169
Spire Wealth Management
Virginia
$8.23K
CPG
170
Cornerstone Planning Group
New Jersey
$7.51K +$1.88K +84 +40%
AssetMark Inc
171
AssetMark Inc
California
$7.46K +$6.67K +298 New
JWA
172
JFS Wealth Advisors
Pennsylvania
$7.23K +$3.76K +168 +139%
TPWA
173
Twin Peaks Wealth Advisors
California
$6.54K +$5.53K +247 New
HWM
174
HighMark Wealth Management
Minnesota
$6.3K
LFG
175
Larson Financial Group
Missouri
$5.71K -$9.28K -415 -65%

PUK Hedge Fund Activity: Q2 2025 in Review

206 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q2 2025, worth a combined $740M — up 18% from $629M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new PUK positions and 22 closed out — a net gain of 15 holders — while 91 added to existing stakes and 56 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $14.8M. The largest seller was Morgan Stanley, cutting an estimated $20.4M.

  • 206 institutional investors held Prudential (PUK) as of Q2 2025, up from 194 in Q1 2025.
  • Funds reported $740M of Prudential stock for Q2 2025, up 18% quarter-over-quarter.
  • 37 funds opened new Prudential positions in Q2 2025 and 22 closed out, a net change of +15 holders.
  • The largest Prudential buyer in Q2 2025 was Goldman Sachs, an estimated $14.8M added.
  • The largest Prudential seller in Q2 2025 was Morgan Stanley, an estimated $20.4M sold.

Based on aggregated 13F filings for Q2 2025.