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Primerica

496 hedge funds and large institutions have $8.31B invested in Primerica in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 173 increasing their positions, 185 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $1.8M | Put options by funds: $1.25M

0.57% more ownership

Funds ownership: 92.02%92.59% (+0.57%)

0% less capital invested

Capital invested by funds: $8.33B → $8.31B (-$19.7M)

6% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 185

4% less funds holding

Funds holding: 517496 (-21)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

23% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 66

Holders
496
Holders Change
-21
Holders Change %
-4.06%
% of All Funds
6.51%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
51
Increased
173
Reduced
185
Closed
66
Calls
$1.8M
Puts
$1.25M
Net Calls
+$555K
Net Calls Change
+$472K
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
226
Brinker Capital Investments
Pennsylvania
$1.07M -$268 -1 -0%
DIA
227
Dana Investment Advisors
Wisconsin
$1.03M +$37.9K +141 +4%
X
228
Xponance
Pennsylvania
$1.02M -$22K -82 -2%
YIH
229
Y-Intercept (HK)
Hong Kong
$1.02M +$985K +3,670 New
WB
230
WesBanco Bank
West Virginia
$1.01M +$805 +3 +0.1%
CGH
231
Crossmark Global Holdings
Texas
$987K -$1.99M -7,423 -68%
NYLIM
232
New York Life Investment Management
New York
$930K -$29K -108 -3%
Deutsche Bank
233
Deutsche Bank
Germany
$917K -$229K -852 -20%
AWM
234
Apollon Wealth Management
South Carolina
$911K +$57.5K +214 +7%
COI
235
Connable Office Inc
Michigan
$892K
MAS
236
Meeder Advisory Services
Ohio
$887K -$54.5K -203 -6%
MWM
237
MGB Wealth Management
Texas
$871K
CWP
238
Curated Wealth Partners
California
$844K
EAM
239
Erste Asset Management
Austria
$829K -$134K -500 -14%
CG
240
Cynosure Group
Utah
$828K -$268 -1 -0%
EFG
241
Everhart Financial Group
Ohio
$827K -$2.69K -10 -0.3%
EI
242
Ethic Inc
New York
$813K -$50.5K -188 -6%
Federated Hermes
243
Federated Hermes
Pennsylvania
$803K -$46.7K -174 -6%
Osaic Holdings
244
Osaic Holdings
Arizona
$791K +$54K +201 +8%
QCG
245
Quadrant Capital Group
Ohio
$785K +$84K +313 +12%
DADC
246
D.A. Davidson & Co
Montana
$773K +$4.83K +18 +0.7%
Commonwealth Equity Services
247
Commonwealth Equity Services
Massachusetts
$767K -$126K -469 -15%
CIBC World Market
248
CIBC World Market
Ontario, Canada
$762K +$2.69K +10 +0.4%
National Bank of Canada
249
National Bank of Canada
Quebec, Canada
$755K +$719K +2,679 +6,698%
KPWS
250
Kestra Private Wealth Services
Texas
$727K -$9.93K -37 -1%

PRI Hedge Fund Activity: Q3 2025 in Review

496 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q3 2025, worth a combined $8.31B — down 0.24% from $8.33B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of PRI and 51 opened new positions — a net loss of 15 holders — while 185 trimmed existing stakes and 173 added.

The largest buyer was Nordea Investment Management, opening a new position worth an estimated $49.5M. The largest seller was BAMCO Inc, cutting an estimated $48.5M.

  • 496 institutional investors held Primerica (PRI) as of Q3 2025, down from 517 in Q2 2025.
  • Funds reported $8.31B of Primerica stock for Q3 2025, down 0.24% quarter-over-quarter.
  • 51 funds opened new Primerica positions in Q3 2025 and 66 closed out, a net change of -15 holders.
  • The largest Primerica buyer in Q3 2025 was Nordea Investment Management, an estimated $49.5M added.
  • The largest Primerica seller in Q3 2025 was BAMCO Inc, an estimated $48.5M sold.

Based on aggregated 13F filings for Q3 2025.