Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PRUDENTIAL FINL INC (PRU)

1K + Investors. Track Smart Money conviction in PRU. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +99
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — PRU

Based on 1290 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added PRU than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,290 hedge funds hold PRU right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding PRU is almost the same as a year ago (+38 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 56% buying

687 buying529 selling
Last quarter: 687 funds bought or added vs 529 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+101 vs last Q)

new funds entering per quarter
Funds opening a new PRU position: 106 → 114 → 96 → 197. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

72% of holders stayed for 2+ years

72% conviction (2yr+) 15% medium 14% new
924 out of 1,290 hedge funds have held PRU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

139 → 106 → 114 → 96 → 197 new funds/Q
New funds entering each quarter: 106 → 114 → 96 → 197. A growing number of institutions are discovering PRU each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 72% of holders stayed 2+ years

72% veterans 10% 1-2yr 18% new
Of 1,339 current holders: 969 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
42 of 1290 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in PRU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: PRU

How many hedge funds hold PRU — quarterly history vs. share price
Quarterly hedge fund ownership of PRU vs. share price

Market Analysis: PRU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PRU

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

129 top-rated funds 5 high-conviction
Consensus
9.2
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: PRU
2026 Q1 Stats Unlock in 21 days 1K + Investors

Track Smart Money conviction in PRU. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1339 1240 7.98%
13F Shares 214M 212M 0.9%
Total Value $23.81B $21.67B 9.85%
New Positions 201 100 +101
Increased Positions 547 520 +27
Closed Positions 102 111 -9
Reduced Positions 501 525 -24
Total Calls 33 34 -2.94%
Total Puts 28 29 -3.45%
PUT/CALL Ratio 0.85 0.85 Neutral

Statistics: PRU

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PRU. Verified SEC 13F-HR filings.

Top 25 institutional holders of PRU — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 NIPPON LIFE INSURANCE CO 4.90% 2,560,000 $250K
2 Orca Investment Management, LLC 2.05% 24,653 $2.4M
3 CAPITAL MANAGEMENT CORP /VA 1.57% 93,930 $9.2M
4 Verity & Verity, LLC 1.55% 213,220 $20.8M
5 Allen Mooney & Barnes Investment Advisors LLC 1.47% 104,793 $10.2M
6 Eagle Capital Management, LLC 1.38% 35,909 $4K
7 LMG Wealth Partners, LLC 1.30% 73,303 $7.2M
8 Hudson Capital Management LLC 1.28% 50,790 $5.0M
9 VIKING FUND MANAGEMENT LLC 1.25% 125,000 $12.2M
10 Board of the Pension Protection Fund 1.25% 13,900 $1.4M
11 Roxbury Financial LLC 1.07% 12,222 $1.2M
12 Disciplined Equity Management, Inc. 1.07% 21,770 $2.1M
13 CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 0.97% 134,784 $13.2M
14 Community Bank & Trust, Waco, Texas 0.92% 47,451 $5K
15 Parrish Capital LLC 0.89% 8,666 $978K
16 Iowa State Bank 0.84% 46,953 $4.6M
17 Xcel Wealth Management, LLC 0.79% 29,281 $2.9M
18 CAPITAL ADVISORS INC/OK 0.72% 459,608 $44.9M
19 Econ Financial Services Corp 0.71% 15,680 $1.5M
20 EDMP, INC. 0.61% 7,756 $758K
21 Piscataqua Savings Bank 0.60% 8,678 $848K
22 Key Client Fiduciary Advisors, LLC 0.58% 17,425 $1.7M
23 Trust Investment Advisors 0.58% 10,065 $983K
24 WEDGE CAPITAL MANAGEMENT L L P/NC 0.54% 299,137 $29.2M
25 Cornerstone Wealth Group, LLC 0.54% 86,476 $8.3M
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — PRUDENTIAL FINL INC (PRU)

What does the Smart Money Trend signal show for PRU?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added PRU than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PRU?

Slight buying edge — 56% buying: Last quarter: 687 funds bought or added vs 529 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PRU holders?

Elite ownership — 60% AUM from top-100 funds: 42 of 1290 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in PRU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PRU?

72% of holders stayed for 2+ years: 924 out of 1,290 hedge funds have held PRU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.