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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
OCWP
176
Owl Creek Wealth Partners
Colorado
$41.8K +$45.3K +1,472 New
SL
177
Salomon & Ludwin
Virginia
$40.3K +$22.8K +739 +114%
DWP
178
Destiny Wealth Partners
Florida
$36K +$39K +1,267 New
GBT
179
Grove Bank & Trust
Florida
$34.9K +$770 +25 +2%
BBHC
180
Brown Brothers Harriman & Co
New York
$34.3K +$29K +942 +355%
RIL
181
Rothschild Investment LLC
Illinois
$31.3K +$1.11K +36 +3%
WIM
182
Westside Investment Management
California
$31.1K – – –
MCA
183
McGuire Capital Advisors
Oklahoma
$26.4K – – –
TPWA
184
Twin Peaks Wealth Advisors
California
$26.4K +$28.6K +928 New
MCM
185
Manchester Capital Management
Vermont
$22.6K – – –
Bessemer Group
186
Bessemer Group
New Jersey
$22K -$17.3K -560 -41%
VSQM
187
V-Square Quantitative Management
Illinois
$21.4K +$23.1K +751 New
TWD
188
True Wealth Design
Ohio
$19.7K +$11K +356 +105%
Optiver Holding
189
Optiver Holding
Netherlands
$19.4K -$1.39M -45,204 -99%
SIS
190
Sound Income Strategies
Florida
$17.9K – – –
SPIA
191
Steward Partners Investment Advisory
New York
$15.5K +$2.03K +66 +14%
MG
192
Mather Group
Illinois
$13.6K +$14.7K +478 New
BFS
193
Bare Financial Services
Pennsylvania
$12.3K +$1.11K +36 +9%
WA
194
Whipplewood Advisors
Colorado
$12K +$12.6K +409 +2,921%
CPG
195
Cornerstone Planning Group
New Jersey
$11.7K +$370 +12 +3%
TPCW
196
TD Private Client Wealth
New York
$11.4K +$8.44K +274 +216%
RFP
197
Root Financial Partners
California
$10.6K +$31 +1 +0.3%
WA
198
WPG Advisers
Maryland
$10.4K -$14.5K -472 -56%
PFBT
199
Parkside Financial Bank & Trust
Missouri
$10.4K – – –
JWA
200
JFS Wealth Advisors
Pennsylvania
$9.58K +$555 +18 +6%
6 7
8
9 10

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.