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Primerica

509 hedge funds and large institutions have $8.75B invested in Primerica in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 180 increasing their positions, 170 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 44

48% more call options, than puts

Call options by funds: $1.22M | Put options by funds: $825K

6% more capital invested

Capital invested by funds: $8.26B → $8.75B (+$482M)

4% more funds holding

Funds holding: 488509 (+21)

2.26% more ownership

Funds ownership: 91.23%93.49% (+2.3%)

6% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 170

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
509
Holders Change
+21
Holders Change %
+4.3%
% of All Funds
6.82%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
73
Increased
180
Reduced
170
Closed
44
Calls
$1.22M
Puts
$825K
Net Calls
+$398K
Net Calls Change
+$100K
Name Holding Trade Value Shares
Change
Change in
Stake
MPM
251
Meritage Portfolio Management
Kansas
$887K +$5.41K +19 +0.6%
OAM
252
Oppenheimer Asset Management
New York
$881K +$12.5K +44 +1%
YIH
253
Y-Intercept (HK)
Hong Kong
$875K -$373K -1,308 -30%
CWP
254
Curated Wealth Partners
California
$865K
MGIA
255
Moneta Group Investment Advisors
Missouri
$850K -$5.41K -19 -0.6%
IFU
256
iSAM Funds (UK)
United Kingdom
$843K -$566K -1,988 -40%
SAM
257
Shell Asset Management
Netherlands
$841K -$51.6K -181 -6%
CIBC World Market
258
CIBC World Market
Ontario, Canada
$838K -$4.84K -17 -0.6%
M&T Bank
259
M&T Bank
New York
$820K +$32.2K +113 +4%
SWM
260
Sendero Wealth Management
Texas
$817K +$122K +427 +17%
N
261
Numerai
California
$807K +$808K +2,835 New
EFG
262
Everhart Financial Group
Ohio
$804K +$42.7K +150 +6%
DADC
263
D.A. Davidson & Co
Montana
$788K
II
264
Inspire Investing
Idaho
$768K +$769K +2,700 New
FC
265
Farringdon Capital
United Kingdom
$719K +$720K +2,527 New
SAM
266
Securian Asset Management
Minnesota
$718K
CG
267
Caprock Group
Idaho
$716K +$717K +2,517 New
CG
268
Cynosure Group
Utah
$686K +$45.6K +160 +7%
Brown Advisory
269
Brown Advisory
Maryland
$681K -$51.3K -180 -7%
Osaic Holdings
270
Osaic Holdings
Arizona
$673K +$487K +1,711 +262%
RWM
271
Ritholtz Wealth Management
New York
$673K +$674K +2,366 New
CC
272
Centiva Capital
New York
$669K +$670K +2,351 New
HSBC Holdings
273
HSBC Holdings
United Kingdom
$651K -$564K -1,978 -46%
TWC
274
TD Waterhouse Canada
Ontario, Canada
$644K +$466K +1,634 +271%
CCM
275
Coldstream Capital Management
Washington
$639K -$5.7K -20 -0.9%

PRI Hedge Fund Activity: Q1 2025 in Review

509 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q1 2025, worth a combined $8.75B — up 5.8% from $8.26B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new PRI positions and 44 closed out — a net gain of 29 holders — while 180 added to existing stakes and 170 trimmed.

The largest buyer was Nuveen, adding an estimated $99.2M. The largest seller was Millennium Management, cutting an estimated $36.7M.

  • 509 institutional investors held Primerica (PRI) as of Q1 2025, up from 488 in Q4 2024.
  • Funds reported $8.75B of Primerica stock for Q1 2025, up 5.8% quarter-over-quarter.
  • 73 funds opened new Primerica positions in Q1 2025 and 44 closed out, a net change of +29 holders.
  • The largest Primerica buyer in Q1 2025 was Nuveen, an estimated $99.2M added.
  • The largest Primerica seller in Q1 2025 was Millennium Management, an estimated $36.7M sold.

Based on aggregated 13F filings for Q1 2025.