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.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -39
Streak
1Q ▼
Buyers last Q
51%

Smart Money Signals — PRU

Based on 1357 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their PRU positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
1,357 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.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+47 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

688 buying667 selling
Last quarter: 688 funds bought or added vs 667 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.
⚠️

Fewer new buyers each quarter (-60 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 127 → 111 → 209 → 149. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

70% of holders stayed for 2+ years

■ 70% conviction (2yr+) ■ 15% medium ■ 16% new
945 out of 1,357 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.
💎

Buying through price weakness — shares +1%, value -14%

Value
-14%
Shares
+1%
Last quarter: funds added +1% more shares while total portfolio value only changed -14%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

117 → 127 → 111 → 209 → 149 new funds/Q
New funds entering each quarter: 127 → 111 → 209 → 149. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 72% veterans vs 18% newcomers

■ 72% veterans ■ 10% 1-2yr ■ 18% new
Entry-cohort mix of 1,397 holders: 1,007 (72%) are 2+ year veterans, 137 entered 1–2 years ago, and 253 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 63% AUM from top-100 funds

63% from top-100 AUM funds
64 of 1351 holders are among the 100 largest funds by AUM, controlling 63% 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.

Institutional Sentiment Summary — PRU

In 2026 Q1, 688 hedge funds were net buyers of PRU (149 opened a new position, 539 added to an existing one), while 667 reduced or exited (479 trimmed, 188 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 63% of total institutional value in PRU is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -39 funds (more exits than new entries). Total institutional holders: 1357.

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

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Broad Consensus, Selective Conviction

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

81 top-rated funds 2 high-conviction
Consensus
8.3
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: PRU
2026 Q2 Stats Unlock in 1 days 1K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1340 1393 -3.8%
13F Shares 218M 217M 0.52%
Total Value $20.58B $24.14B -14.71%
New Positions 145 209 -64
Increased Positions 518 505 +13
Closed Positions 198 108 +90
Reduced Positions 463 462 +1
Total Calls 21 33 -36.36%
Total Puts 25 28 -10.71%
PUT/CALL Ratio 1.19 0.85 Neutral

Statistics: PRU

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Financial Highlights

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Institutional Holders (2026 Q2)

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.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 PRU holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Measured Risk Portfolios, Inc. 2.37% 24,707 $2.7M
2 P.A.W. Capital Corp 1.95% 23,640 $2.6M
3 Morgan Dempsey Capital Management LLC 1.91% 41,326 $4.5M
4 Orca Investment Management, LLC 1.89% 24,139 $2.6M
5 Kerusso Capital Management LLC 1.60% 40,804 $4.4M
6 Weaver C. Barksdale & Associates, Inc. 1.57% 16,192 $1.7M
7 Allen Mooney & Barnes Investment Advisors LLC 1.54% 94,082 $10.2M
8 Hudson Capital Management LLC 1.39% 53,430 $5.8M
9 Unifi Asset Management LP 1.36% 17,725 $2.0M
10 Verity & Verity, LLC 1.34% 180,324 $19.5M
11 SFE Investment Counsel 1.31% 90,299 $9.7M
12 Viking Fund Management LLC 1.30% 135,000 $14.6M
13 LMG Wealth Partners, LLC 1.28% 74,374 $8.0M
14 Slagle Financial, LLC 1.26% 38,970 $4.2M
15 Capital Management Corp /Va 1.25% 77,214 $8.3M
16 Xcel Wealth Management, LLC 1.18% 45,874 $5.0M
17 Brick & Kyle, Associates 1.14% 35,428 $3.5M
18 Disciplined Equity Management, Inc. 1.12% 23,430 $2.5M
19 PARK CIRCLE Co 1.08% 11,740 $1.3M
20 Mork Capital Management, LLC 1.01% 14,600 $1.6M
21 Cantor Fitzgerald Investment Advisors L.P. 1.00% 137,001 $14.8M
22 Roxbury Financial LLC 0.99% 11,569 $1.2M
23 Invenomic Capital Management LP 0.87% 135,381 $14.6M
24 CM Management, LLC 0.86% 12,500 $1.3M
25 VCI Wealth Management LLC 0.76% 28,056 $3.0M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their PRU positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for PRU?

Slight buying edge — 51% buying: Last quarter: 688 funds bought or added vs 667 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 — 63% AUM from top-100 funds: 64 of 1351 holders are among the 100 largest funds by AUM, controlling 63% 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?

70% of holders stayed for 2+ years: 945 out of 1,357 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.

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