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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
MOS
276
MGO One Seven
Ohio
$611K
SAM
277
Securian Asset Management
Minnesota
$600K
EAM
278
Erste Asset Management
Austria
$596K
KPWS
279
Kestra Private Wealth Services
Texas
$593K
AssetMark Inc
280
AssetMark Inc
California
$590K
BEAM
281
Baker Ellis Asset Management
Washington
$589K
Balyasny Asset Management
282
Balyasny Asset Management
Illinois
$585K
PAM
283
Panagora Asset Management
Massachusetts
$584K
Carson Wealth (CWM LLC)
284
Carson Wealth (CWM LLC)
Nebraska
$582K
CCM
285
Coldstream Capital Management
Washington
$568K
Daiwa Securities Group
286
Daiwa Securities Group
Japan
$568K
CIBC Private Wealth Group
287
CIBC Private Wealth Group
Georgia
$562K
AWA
288
Aaron Wealth Advisors
Illinois
$553K
MWM
289
Maridea Wealth Management
New York
$549K
Brown Advisory
290
Brown Advisory
Maryland
$543K
MPM
291
Meritage Portfolio Management
Kansas
$518K
SA
292
Sylvest Advisors
Texas
$517K
AWA
293
Argos Wealth Advisors
California
$507K
SPIA
294
Steward Partners Investment Advisory
New York
$504K
ET
295
Entropy Technologies
New York
$495K
SCM
296
Sterling Capital Management
North Carolina
$494K
IB
297
Intrust Bank
Kansas
$487K
PI
298
PineBridge Investments
New York
$478K
DekaBank Deutsche Girozentrale
299
DekaBank Deutsche Girozentrale
Germany
$462K
URS
300
Utah Retirement Systems
Utah
$450K