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Primerica

493 hedge funds and large institutions have $8.31B invested in Primerica in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 170 increasing their positions, 185 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

5% less funds holding

Funds holding: 517493 (-24)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

22% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 67

Holders
493
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.8M
Puts
$1.25M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DIA
226
Dana Investment Advisors
Wisconsin
$1.03M
X
227
Xponance
Pennsylvania
$1.02M
YIH
228
Y-Intercept (HK)
Hong Kong
$1.02M
WB
229
WesBanco Bank
West Virginia
$1.01M
CGH
230
Crossmark Global Holdings
Texas
$987K
NYLIM
231
New York Life Investment Management
New York
$930K
Deutsche Bank
232
Deutsche Bank
Germany
$917K
AWM
233
Apollon Wealth Management
South Carolina
$911K
COI
234
Connable Office Inc
Michigan
$892K
MAS
235
Meeder Advisory Services
Ohio
$887K
MWM
236
MGB Wealth Management
Texas
$871K
CWP
237
Curated Wealth Partners
California
$844K
EAM
238
Erste Asset Management
Austria
$829K
CG
239
Cynosure Group
Utah
$828K
EFG
240
Everhart Financial Group
Ohio
$827K
EI
241
Ethic Inc
New York
$813K
Federated Hermes
242
Federated Hermes
Pennsylvania
$803K
Osaic Holdings
243
Osaic Holdings
Arizona
$791K
QCG
244
Quadrant Capital Group
Ohio
$785K
DADC
245
D.A. Davidson & Co
Montana
$773K
Commonwealth Equity Services
246
Commonwealth Equity Services
Massachusetts
$767K
CIBC World Market
247
CIBC World Market
Ontario, Canada
$762K
National Bank of Canada
248
National Bank of Canada
Quebec, Canada
$755K
KPWS
249
Kestra Private Wealth Services
Texas
$727K
FGP
250
Freestone Grove Partners
California
$727K