PRI icon

Primerica

493 hedge funds and large institutions have $8.31B invested in Primerica in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 170 increasing their positions, 185 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: 517493 (-24)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

22% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 67

Holders
493
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
BCM
326
Brookstone Capital Management
Illinois
$301K
NI
327
NDVR Inc
Massachusetts
$298K
WA
328
Wealth Alliance
New York
$298K
Focus Partners Wealth
329
Focus Partners Wealth
Massachusetts
$296K
IA
330
IFC Advisors
California
$294K
IFS
331
Ifrah Financial Services
Arkansas
$294K
MAG
332
Mayfair Advisory Group
Alabama
$294K
MML Investors Services
333
MML Investors Services
Massachusetts
$288K
AWE
334
Avidian Wealth Enterprises
Texas
$287K
FDP
335
Financiere des Professionnels
Quebec, Canada
$285K
IFWM
336
Institute for Wealth Management
Colorado
$280K
FWIA
337
Fort Washington Investment Advisors
Ohio
$279K
PCA
338
Pallas Capital Advisors
Massachusetts
$277K
SCA
339
Snowden Capital Advisors
New York
$273K
KA
340
Klingman & Associates
New York
$268K
P
341
Pitcairn
Pennsylvania
$262K
BSAM
342
Blue Square Asset Management
New York
$253K
AWA
343
Aaron Wealth Advisors
Illinois
$253K
FW
344
FullCircle Wealth
Texas
$253K
BP
345
Ballentine Partners
Massachusetts
$250K
Verition Fund Management
346
Verition Fund Management
Connecticut
$250K
RSWM
347
Robertson Stephens Wealth Management
California
$249K
LIM
348
Leavell Investment Management
Alabama
$247K
KAS
349
Kestra Advisory Services
Texas
$241K
HAS
350
HBW Advisory Services
California
$240K