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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
HWM
201
HighMark Wealth Management
Minnesota
$8.13K +$216 +7 +3%
SIC
202
SJS Investment Consulting
Ohio
$8.02K +$709 +23 +9%
Fifth Third Bancorp
203
Fifth Third Bancorp
Ohio
$8.02K +$7.18K +233 +476%
LI
204
LRI Investments
Florida
$7.96K +$7.52K +244 +678%
FC
205
Financial Consulate
Maryland
$7.69K +$2.68K +87 +48%
AFC
206
Ares Financial Consulting
California
$7.67K +$8.07K +262 New
RWS
207
Retirement Wealth Solutions
Wisconsin
$6.99K +$4.25K +138 +128%
SS
208
SBI Securities
Japan
$6.4K -$9.37K -304 -57%
SHIM
209
Stone House Investment Management
Pennsylvania
$6.23K +$2.53K +82 +60%
SWM
210
Spire Wealth Management
Virginia
$6.2K -$277 -9 -4%
SEP
211
Signature Equity Partners
Ohio
$6.06K +$1.79K +58 +37%
GKIM
212
GW&K Investment Management
Massachusetts
$6K +$1.02K +33 +18%
MNA
213
Manning & Napier Advisors
New York
$5.75K +$246 +8 +4%
IWS
214
Intentional Wealth Strategies
Colorado
$5.74K +$6.22K +202 New
EP
215
Essential Partners
California
$5.46K – – –
W
216
WealthCollab
Washington
$5.32K – – –
IA
217
IFP Advisors
Florida
$4.97K +$616 +20 +13%
PWA
218
Physician Wealth Advisors
Utah
$4.35K – – –
TWC
219
TD Waterhouse Canada
Ontario, Canada
$4.13K +$3.23K +105 +292%
CFD
220
Creative Financial Designs
Indiana
$4.12K – – –
GEA
221
Glen Eagle Advisors
New Jersey
$4.09K – – –
UB
222
UMB Bank
Missouri
$3.95K – – –
JFA
223
JNBA Financial Advisors
Minnesota
$3.78K – – –
SWM
224
SHP Wealth Management
Massachusetts
$3.43K +$1.42K +46 +61%
HWP
225
Highline Wealth Partners
California
$3.38K – – –
7 8
9
10 11

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.