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Primerica

505 hedge funds and large institutions have $7.44B invested in Primerica in 2026 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 191 increasing their positions, 165 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

16% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 165

16% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 51

0.16% less ownership

Funds ownership: 93.96%93.81% (-0.16%)

4% less capital invested

Capital invested by funds: $7.76B → $7.44B (-$325M)

1% less funds holding

Funds holding: 511505 (-6)

83% less call options, than puts

Call options by funds: $1.58M | Put options by funds: $9.19M

Holders
505
Holders Change
-6
Holders Change %
-1.17%
% of All Funds
6.22%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
59
Increased
191
Reduced
165
Closed
51
Calls
$1.58M
Puts
$9.19M
Net Calls
-$7.61M
Net Calls Change
-$7.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
326
Calamos Wealth Management
Illinois
$303K +$312K +1,209 New
C
327
Certuity
Florida
$300K +$309K +1,198 New
SC
328
Syon Capital
California
$299K +$48K +186 +18%
SOW
329
State of Wyoming
Wyoming
$298K -$19.1K -74 -6%
FLPIM
330
F.L. Putnam Investment Management
Massachusetts
$297K -$60.1K -233 -16%
NC
331
nVerses Capital
Florida
$297K +$60.1K +233 +24%
FTWA
332
Fifth Third Wealth Advisors
Ohio
$296K +$104K +405 +52%
ATC
333
Argent Trust Co
Tennessee
$294K -$52.9K -205 -15%
FMI
334
Frec Markets Inc
California
$288K +$296K +1,149 New
CPIG
335
Chicago Partners Investment Group
Illinois
$287K +$263K +1,019 New
DnB Asset Management
336
DnB Asset Management
Norway
$286K +$295K +1,143 New
CIBC Asset Management
337
CIBC Asset Management
Ontario, Canada
$283K
TRCT
338
Tower Research Capital (TRC)
New York
$280K -$643K -2,493 -69%
WA
339
Wealth Alliance
New York
$280K -$3.1K -12 -1%
PS
340
Principal Securities
Iowa
$278K +$82.8K +321 +41%
AWE
341
Avidian Wealth Enterprises
Texas
$278K +$24K +93 +9%
SCA
342
Snowden Capital Advisors
New York
$273K +$29.4K +114 +12%
BCM
343
Brookstone Capital Management
Illinois
$273K
EWM
344
Empirical Wealth Management
Washington
$267K +$275K +1,067 New
SCM
345
Sterling Capital Management
North Carolina
$267K -$218K -846 -44%
Sumitomo Mitsui Trust Group
346
Sumitomo Mitsui Trust Group
Japan
$263K +$271K +1,050 New
SCM
347
Shelton Capital Management
Colorado
$259K -$16.2K -63 -6%
IFS
348
Ifrah Financial Services
Arkansas
$254K -$3.61K -14 -1%
MBWA
349
Marin Bay Wealth Advisors
California
$244K -$75.3K -292 -23%
US Bancorp
350
US Bancorp
Minnesota
$244K +$43.3K +168 +21%