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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
Federated Hermes
251
Federated Hermes
Pennsylvania
$839K -$24.6K -93 -3%
BPC
252
Bryce Point Capital
New York
$838K +$811K +3,061 New
EI
253
Ethic Inc
New York
$837K +$2.38K +9 +0.3%
Mariner
254
Mariner
Kansas
$834K -$109K -411 -12%
CWP
255
Curated Wealth Partners
California
$832K
OAM
256
Oppenheimer Asset Management
New York
$831K -$15.9K -60 -2%
Macquarie Group
257
Macquarie Group
Australia
$825K -$46.4K -175 -5%
EFG
258
Everhart Financial Group
Ohio
$818K +$42.9K +162 +6%
CG
259
Cynosure Group
Utah
$816K +$151K +571 +24%
N
260
Numerai
California
$801K +$24.6K +93 +3%
SWM
261
Sendero Wealth Management
Texas
$786K
M&T Bank
262
M&T Bank
New York
$776K -$11.9K -45 -2%
Boston Partners
263
Boston Partners
Massachusetts
$775K +$751K +2,835 New
DADC
264
D.A. Davidson & Co
Montana
$758K
Susquehanna International Group
265
Susquehanna International Group
Pennsylvania
$755K -$1.11M -4,185 -60%
FGP
266
Freestone Grove Partners
California
$752K +$432K +1,630 +146%
CIBC World Market
267
CIBC World Market
Ontario, Canada
$748K -$55.9K -211 -7%
Osaic Holdings
268
Osaic Holdings
Arizona
$729K +$79K +298 +13%
KPWS
269
Kestra Private Wealth Services
Texas
$727K +$110K +415 +19%
Verition Fund Management
270
Verition Fund Management
Connecticut
$709K -$540K -2,039 -44%
GCM
271
Graham Capital Management
Connecticut
$698K +$373K +1,407 +123%
SAM
272
Securian Asset Management
Minnesota
$690K
SAM
273
Shell Asset Management
Netherlands
$690K -$116K -437 -15%
QCG
274
Quadrant Capital Group
Ohio
$689K +$119K +449 +22%
RS
275
R Squared
Hong Kong
$667K +$280K +1,058 +77%

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.