We are live on ! Find out more
PUK icon

Prudential

251 hedge funds and large institutions have $1.05B invested in Prudential in 2025 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 107 increasing their positions, 57 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 27

88% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 57

17% more capital invested

Capital invested by funds: $893M → $1.05B (+$154M)

12% more funds holding

Funds holding: 224251 (+27)

0.16% more ownership

Funds ownership: 2.48%2.64% (+0.16%)

Holders
251
Holders Change
+27
Holders Change %
+12.05%
% of All Funds
3.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
58
Increased
107
Reduced
57
Closed
27
Calls
$9K
Puts
Net Calls
+$9K
Net Calls Change
+$871K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
151
Envestnet Portfolio Solutions
Illinois
$213K +$196K +6,842 New
X
152
Xponance
Pennsylvania
$212K +$195K +6,804 New
MWM
153
Meridian Wealth Management
Kentucky
$207K +$191K +6,664 New
DWT
154
Dorsey & Whitney Trust
South Dakota
$207K +$191K +6,660 New
EWA
155
EverSource Wealth Advisors
Alabama
$199K +$10.3K +359 +6%
Osaic Holdings
156
Osaic Holdings
Arizona
$189K -$16.3K -568 -9%
GRP
157
Global Retirement Partners
California
$178K -$58K -2,025 -26%
UBS AM
158
UBS AM
Illinois
$176K +$163K +5,670 New
Rockefeller Capital Management
159
Rockefeller Capital Management
New York
$175K +$103K +3,604 +179%
A
160
Allianz
Germany
$159K
National Bank of Canada
161
National Bank of Canada
Quebec, Canada
$151K +$2.21K +77 +2%
KAS
162
Kestra Advisory Services
Texas
$141K +$129K +4,517 New
BTI
163
Blue Trust Inc
Georgia
$127K +$4.1K +143 +4%
FFA
164
Farther Finance Advisors
California
$116K +$71.9K +2,509 +205%
CIAM
165
Caitong International Asset Management
Hong Kong
$112K +$101K +3,514 +3,699%
PAM
166
Paradigm Asset Management
New York
$103K
BGAI
167
Bruce G. Allen Investments
Colorado
$85.7K -$2.15K -75 -3%
CB
168
Community Bank
New York
$77.1K
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$74K -$716 -25 -1%
MCM
170
MAI Capital Management
Ohio
$59.9K -$1.55K -54 -3%
BWA
171
Basecamp Wealth Advisors
Washington
$57.4K +$52.9K +1,845 New
LFG
172
Larson Financial Group
Missouri
$55.3K +$3.47K +121 +7%
AssetMark Inc
173
AssetMark Inc
California
$54.4K +$3.27K +114 +7%
AF
174
Allworth Financial
California
$46.8K +$13.8K +480 +47%
Bessemer Group
175
Bessemer Group
New Jersey
$42K +$10.1K +354 +35%

PUK Hedge Fund Activity: Q4 2025 in Review

251 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q4 2025, worth a combined $1.05B — up 17% from $893M a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new PUK positions and 27 closed out — a net gain of 31 holders — while 107 added to existing stakes and 57 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $61.6M. The largest seller was Optiver Holding, cutting an estimated $34.4M.

  • 251 institutional investors held Prudential (PUK) as of Q4 2025, up from 224 in Q3 2025.
  • Funds reported $1.05B of Prudential stock for Q4 2025, up 17% quarter-over-quarter.
  • 58 funds opened new Prudential positions in Q4 2025 and 27 closed out, a net change of +31 holders.
  • The largest Prudential buyer in Q4 2025 was Morgan Stanley, an estimated $61.6M added.
  • The largest Prudential seller in Q4 2025 was Optiver Holding, an estimated $34.4M sold.

Based on aggregated 13F filings for Q4 2025.