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Primerica

506 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, 150 increasing their positions, 207 reducing their positions, and 54 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)

28% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 207

Holders
506
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
SAM
276
Securian Asset Management
Minnesota
$600K
EAM
277
Erste Asset Management
Austria
$596K
KPWS
278
Kestra Private Wealth Services
Texas
$593K
AssetMark Inc
279
AssetMark Inc
California
$590K
BEAM
280
Baker Ellis Asset Management
Washington
$589K
Balyasny Asset Management
281
Balyasny Asset Management
Illinois
$585K
PAM
282
Panagora Asset Management
Massachusetts
$584K
Carson Wealth (CWM LLC)
283
Carson Wealth (CWM LLC)
Nebraska
$582K
CCM
284
Coldstream Capital Management
Washington
$568K
Daiwa Securities Group
285
Daiwa Securities Group
Japan
$568K
CIBC Private Wealth Group
286
CIBC Private Wealth Group
Georgia
$562K
AWA
287
Aaron Wealth Advisors
Illinois
$553K
MWM
288
Maridea Wealth Management
New York
$549K
Brown Advisory
289
Brown Advisory
Maryland
$543K
MPM
290
Meritage Portfolio Management
Kansas
$518K
SA
291
Sylvest Advisors
Texas
$517K
AWA
292
Argos Wealth Advisors
California
$507K
SPIA
293
Steward Partners Investment Advisory
New York
$504K
ET
294
Entropy Technologies
New York
$495K
SCM
295
Sterling Capital Management
North Carolina
$494K
IB
296
Intrust Bank
Kansas
$487K
PI
297
PineBridge Investments
New York
$478K
DekaBank Deutsche Girozentrale
298
DekaBank Deutsche Girozentrale
Germany
$462K
URS
299
Utah Retirement Systems
Utah
$450K
BEI
300
Benjamin Edwards Inc
Missouri
$446K