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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
IFS
326
Ifrah Financial Services
Arkansas
$294K
MAG
327
Mayfair Advisory Group
Alabama
$294K
MML Investors Services
328
MML Investors Services
Massachusetts
$288K
AWE
329
Avidian Wealth Enterprises
Texas
$287K
FDP
330
Financiere des Professionnels
Quebec, Canada
$285K
IFWM
331
Institute for Wealth Management
Colorado
$280K
FWIA
332
Fort Washington Investment Advisors
Ohio
$279K
PCA
333
Pallas Capital Advisors
Massachusetts
$277K
SCA
334
Snowden Capital Advisors
New York
$273K
KA
335
Klingman & Associates
New York
$268K
P
336
Pitcairn
Pennsylvania
$262K
BSAM
337
Blue Square Asset Management
New York
$253K
AWA
338
Aaron Wealth Advisors
Illinois
$253K
FW
339
FullCircle Wealth
Texas
$253K
BP
340
Ballentine Partners
Massachusetts
$250K
Verition Fund Management
341
Verition Fund Management
Connecticut
$250K
RSWM
342
Robertson Stephens Wealth Management
California
$249K
LIM
343
Leavell Investment Management
Alabama
$247K
KAS
344
Kestra Advisory Services
Texas
$241K
HAS
345
HBW Advisory Services
California
$240K
UCB
346
United Community Bank
South Carolina
$238K
TRCT
347
Tower Research Capital (TRC)
New York
$238K
FSC
348
Full Sail Capital
Oklahoma
$236K
AG
349
Ascent Group
Virginia
$232K
1832 Asset Management
350
1832 Asset Management
Ontario, Canada
$232K