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Primerica

500 hedge funds and large institutions have $7.43B invested in Primerica in 2026 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 189 increasing their positions, 164 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $7.76B → $7.43B (-$329M)

2% less funds holding

Funds holding: 509500 (-9)

83% less call options, than puts

Call options by funds: $1.58M | Put options by funds: $9.19M

Holders
500
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.58M
Puts
$9.19M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAS
251
Meeder Advisory Services
Ohio
$668K
Commonwealth Equity Services
252
Commonwealth Equity Services
Massachusetts
$660K
HCA
253
Harbor Capital Advisors
Illinois
$658K
MOS
254
MGO One Seven
Ohio
$647K
EC
255
EntryPoint Capital
New York
$634K
AssetMark Inc
256
AssetMark Inc
California
$627K
MA
257
Mutual Advisors
Nebraska
$612K
MWM
258
Maridea Wealth Management
New York
$612K
EFG
259
Everhart Financial Group
Ohio
$593K
HWM
260
HB Wealth Management
Georgia
$585K
Osaic Holdings
261
Osaic Holdings
Arizona
$585K
SAM
262
Securian Asset Management
Minnesota
$582K
CCM
263
Coldstream Capital Management
Washington
$580K
KPWS
264
Kestra Private Wealth Services
Texas
$578K
Carson Wealth (CWM LLC)
265
Carson Wealth (CWM LLC)
Nebraska
$574K
KCP
266
Kera Capital Partners
California
$572K
BEAM
267
Baker Ellis Asset Management
Washington
$571K
GI
268
GAMMA Investing
California
$569K
CP
269
CenterBook Partners
Connecticut
$566K
Brown Advisory
270
Brown Advisory
Maryland
$550K
FDCDDQ
271
Federation des caisses Desjardins du Quebec
Quebec, Canada
$534K
Cerity Partners
272
Cerity Partners
New York
$522K
EAM
273
Erste Asset Management
Austria
$519K
DFCM
274
Dark Forest Capital Management
Puerto Rico
$517K
SA
275
Sylvest Advisors
Texas
$501K