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Primerica

508 hedge funds and large institutions have $8.74B invested in Primerica in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 178 increasing their positions, 168 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.26% more ownership

Funds ownership: 91.13%93.39% (+2.3%)

6% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 168

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
508
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.22M
Puts
$825K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
326
SG Americas Securities
New York
$389K
AAM
327
Advisors Asset Management
Colorado
$386K
Jones Financial Companies
328
Jones Financial Companies
Missouri
$381K
I
329
InceptionR
California
$371K
LIM
330
Leavell Investment Management
Alabama
$368K
CAM
331
Cresset Asset Management
Illinois
$365K
P
332
Pitcairn
Pennsylvania
$362K
IA
333
IFP Advisors
Florida
$359K
SCM
334
Shelton Capital Management
Colorado
$341K
RSWM
335
Robertson Stephens Wealth Management
California
$336K
AWS
336
Atria Wealth Solutions
New York
$335K
FFM
337
Forum Financial Management
Illinois
$334K
DTL
338
Dynamic Technology Lab
Singapore
$333K
GCM
339
Graham Capital Management
Connecticut
$326K
CIBC Asset Management
340
CIBC Asset Management
Ontario, Canada
$321K
FGP
341
Freestone Grove Partners
California
$318K
NI
342
NDVR Inc
Massachusetts
$308K
BCM
343
Brookstone Capital Management
Illinois
$308K
IFS
344
Ifrah Financial Services
Arkansas
$306K
IA
345
IFC Advisors
California
$302K
WA
346
Wealth Alliance
New York
$300K
MAG
347
Mayfair Advisory Group
Alabama
$299K
OR
348
Olympiad Research
Connecticut
$291K
MML Investors Services
349
MML Investors Services
Massachusetts
$289K
RP
350
Riverwater Partners
Wisconsin
$285K