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Primerica

487 hedge funds and large institutions have $8.27B invested in Primerica in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 166 increasing their positions, 183 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

5% less funds holding

Funds holding: 514487 (-27)

21% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 67

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
487
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
$1.8M
Puts
$1.25M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
301
PharVision Advisers
Florida
$371K
TSS
302
Two Sigma Securities
New York
$371K
SI
303
Seeds Investor
New York
$370K
PFW
304
Petros Family Wealth
Minnesota
$369K
CB
305
Commerce Bank
Missouri
$368K
Kovitz Investment Group Partners
306
Kovitz Investment Group Partners
Illinois
$353K
PFBT
307
Parkside Financial Bank & Trust
Missouri
$349K
IFU
308
iSAM Funds (UK)
United Kingdom
$348K
Capstone Investment Advisors
309
Capstone Investment Advisors
New York
$344K
SCM
310
Shelton Capital Management
Colorado
$333K
WI
311
WBI Investments
New Jersey
$331K
FFM
312
Forum Financial Management
Illinois
$327K
IA
313
Inspire Advisors
Idaho
$326K
FFG
314
Fiduciary Financial Group
California
$325K
ECM
315
Evergreen Capital Management
Washington
$324K
BFM
316
Boothbay Fund Management
New York
$322K
CIBC Asset Management
317
CIBC Asset Management
Ontario, Canada
$313K
AAM
318
Advisors Asset Management
Colorado
$309K
SI
319
Stephens Inc
Arkansas
$304K
SAM
320
Shell Asset Management
Netherlands
$301K
BCM
321
Brookstone Capital Management
Illinois
$301K
NI
322
NDVR Inc
Massachusetts
$298K
WA
323
Wealth Alliance
New York
$298K
Focus Partners Wealth
324
Focus Partners Wealth
Massachusetts
$296K
IA
325
IFC Advisors
California
$294K