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Primerica

508 hedge funds and large institutions have $7.76B invested in Primerica in 2025 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 151 increasing their positions, 208 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

25% less call options, than puts

Call options by funds: $1.27M | Put options by funds: $1.68M

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

27% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 208

Holders
508
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.27M
Puts
$1.68M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
226
Legato Capital Management
California
$1.09M
NAAA
227
New Age Alpha Advisors
New York
$1.08M
EM
228
ELCO Management
New York
$1.03M
SWM
229
Sendero Wealth Management
Texas
$1.03M
Mercer Global Advisors
230
Mercer Global Advisors
Colorado
$1.03M
CWP
231
Curated Wealth Partners
California
$1.03M
AWM
232
Avior Wealth Management
Nebraska
$993K
ICP
233
Impact Capital Partners
Colorado
$989K
VPIM
234
Vanguard Personalized Indexing Management
California
$979K
BCI
235
Brinker Capital Investments
Pennsylvania
$973K
Pacer Advisors
236
Pacer Advisors
Pennsylvania
$969K
DIA
237
Dana Investment Advisors
Wisconsin
$957K
Capstone Investment Advisors
238
Capstone Investment Advisors
New York
$947K
WB
239
WesBanco Bank
West Virginia
$943K
TRCT
240
Tower Research Capital (TRC)
New York
$932K
Focus Partners Wealth
241
Focus Partners Wealth
Massachusetts
$914K
A
242
AlphaQuest
New York
$871K
OAM
243
Oppenheimer Asset Management
New York
$866K
QT
244
Quantbot Technologies
New York
$862K
Tudor Investment Corp
245
Tudor Investment Corp
Connecticut
$857K
AWM
246
Apollon Wealth Management
South Carolina
$841K
COI
247
Connable Office Inc
Michigan
$830K
MAS
248
Meeder Advisory Services
Ohio
$818K
MWM
249
MGB Wealth Management
Texas
$813K
AIM
250
Ausbil Investment Management
Australia
$801K