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Primerica

517 hedge funds and large institutions have $8.33B invested in Primerica in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 186 increasing their positions, 179 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 52

2% more funds holding

Funds holding: 509517 (+8)

7% more call options, than puts

Call options by funds: $1.31M | Put options by funds: $1.23M

4% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 179

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

5% less capital invested

Capital invested by funds: $8.75B → $8.33B (-$413M)

1.47% less ownership

Funds ownership: 93.49%92.02% (-1.5%)

Holders
517
Holders Change
+8
Holders Change %
+1.57%
% of All Funds
6.81%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
63
Increased
186
Reduced
179
Closed
52
Calls
$1.31M
Puts
$1.23M
Net Calls
+$83K
Net Calls Change
-$315K
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
226
Cerity Partners
New York
$1.18M -$236K -892 -17%
SPS
227
Susquehanna Portfolio Strategies
Pennsylvania
$1.18M +$1.14M +4,303 New
Deutsche Bank
228
Deutsche Bank
Germany
$1.14M -$172K -649 -14%
BNP Paribas Financial Markets
229
BNP Paribas Financial Markets
France
$1.13M +$54.1K +204 +5%
Wealth Enhancement Advisory Services
230
Wealth Enhancement Advisory Services
Minnesota
$1.12M -$233K -879 -18%
EM
231
ELCO Management
New York
$1.09M
BCI
232
Brinker Capital Investments
Pennsylvania
$1.06M +$11.9K +45 +1%
X
233
Xponance
Pennsylvania
$1.03M -$47.7K -180 -5%
WB
234
WesBanco Bank
West Virginia
$999K
CC
235
Centiva Capital
New York
$987K +$333K +1,256 +53%
DIA
236
Dana Investment Advisors
Wisconsin
$980K
IWC
237
Integrated Wealth Concepts
Massachusetts
$959K +$361K +1,362 +64%
Point72 Asset Management
238
Point72 Asset Management
Connecticut
$958K +$928K +3,500 New
MML Investors Services
239
MML Investors Services
Massachusetts
$949K +$649K +2,450 +241%
NYLIM
240
New York Life Investment Management
New York
$946K -$29.2K -110 -3%
EAM
241
Erste Asset Management
Austria
$940K
MAS
242
Meeder Advisory Services
Ohio
$930K -$10.3K -39 -1%
Carson Wealth (CWM LLC)
243
Carson Wealth (CWM LLC)
Nebraska
$895K -$483K -1,821 -36%
Commonwealth Equity Services
244
Commonwealth Equity Services
Massachusetts
$884K -$76.3K -288 -8%
COI
245
Connable Office Inc
Michigan
$879K
MPM
246
Meritage Portfolio Management
Kansas
$877K +$23.6K +89 +3%
MFS
247
Mirabella Financial Services
United Kingdom
$877K -$5.53M -20,856 -87%
ET
248
Entropy Technologies
New York
$876K +$848K +3,200 New
MWM
249
MGB Wealth Management
Texas
$857K -$88K -332 -10%
AWM
250
Apollon Wealth Management
South Carolina
$840K -$17.8K -67 -2%

PRI Hedge Fund Activity: Q2 2025 in Review

517 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q2 2025, worth a combined $8.33B — down 4.7% from $8.75B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new PRI positions and 52 closed out — a net gain of 11 holders — while 186 added to existing stakes and 179 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $30.7M. The largest seller was Nuveen, cutting an estimated $97M.

  • 517 institutional investors held Primerica (PRI) as of Q2 2025, up from 509 in Q1 2025.
  • Funds reported $8.33B of Primerica stock for Q2 2025, down 4.7% quarter-over-quarter.
  • 63 funds opened new Primerica positions in Q2 2025 and 52 closed out, a net change of +11 holders.
  • The largest Primerica buyer in Q2 2025 was First Trust Advisors, an estimated $30.7M added.
  • The largest Primerica seller in Q2 2025 was Nuveen, an estimated $97M sold.

Based on aggregated 13F filings for Q2 2025.