We are live on ! Find out more
PRI icon

Primerica

517 hedge funds and large institutions have $8.33B invested in Primerica in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 186 increasing their positions, 179 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 52

2% more funds holding

Funds holding: 509517 (+8)

7% more call options, than puts

Call options by funds: $1.31M | Put options by funds: $1.23M

4% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 179

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

5% less capital invested

Capital invested by funds: $8.75B → $8.33B (-$413M)

1.47% less ownership

Funds ownership: 93.49%92.02% (-1.5%)

Holders
517
Holders Change
+8
Holders Change %
+1.57%
% of All Funds
6.81%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
63
Increased
186
Reduced
179
Closed
52
Calls
$1.31M
Puts
$1.23M
Net Calls
+$83K
Net Calls Change
-$315K
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
326
CIBC Private Wealth Group
Georgia
$382K +$85.9K +324 +30%
AAM
327
Advisors Asset Management
Colorado
$378K +$6.36K +24 +2%
VI
328
Versor Investments
New York
$365K +$101K +382 +40%
KA
329
Klingman & Associates
New York
$362K +$350K +1,322 New
PFBT
330
Parkside Financial Bank & Trust
Missouri
$355K +$318K +1,199 +1,199%
CB
331
Commerce Bank
Missouri
$355K -$2.36M -8,922 -87%
IA
332
IFP Advisors
Florida
$351K +$5.83K +22 +2%
GI
333
GAMMA Investing
California
$349K -$74.7K -282 -18%
AWS
334
Atria Wealth Solutions
New York
$345K +$21.7K +82 +7%
MC
335
Machina Capital
France
$337K -$83K -313 -20%
JG
336
Jain Global
New York
$332K +$322K +1,213 New
SCM
337
Shelton Capital Management
Colorado
$328K
Focus Partners Wealth
338
Focus Partners Wealth
Massachusetts
$323K -$57.3K -216 -15%
FFM
339
Forum Financial Management
Illinois
$322K +$530 +2 +0.2%
LIM
340
Leavell Investment Management
Alabama
$320K -$32.6K -123 -10%
CIBC Asset Management
341
CIBC Asset Management
Ontario, Canada
$309K
NI
342
NDVR Inc
Massachusetts
$300K +$3.71K +14 +1%
BCM
343
Brookstone Capital Management
Illinois
$297K
WA
344
Wealth Alliance
New York
$296K +$6.63K +25 +2%
IFS
345
Ifrah Financial Services
Arkansas
$292K -$3.18K -12 -1%
OR
346
Olympiad Research
Connecticut
$290K +$10.6K +40 +4%
IA
347
IFC Advisors
California
$288K -$1.85K -7 -0.7%
BEI
348
Benjamin Edwards Inc
Missouri
$283K +$82.4K +311 +43%
FDP
349
Financiere des Professionnels
Quebec, Canada
$281K +$272K +1,025 New
Baird Financial Group
350
Baird Financial Group
Wisconsin
$277K +$268K +1,012 New

PRI Hedge Fund Activity: Q2 2025 in Review

517 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q2 2025, worth a combined $8.33B — down 4.7% from $8.75B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new PRI positions and 52 closed out — a net gain of 11 holders — while 186 added to existing stakes and 179 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $30.7M. The largest seller was Nuveen, cutting an estimated $97M.

  • 517 institutional investors held Primerica (PRI) as of Q2 2025, up from 509 in Q1 2025.
  • Funds reported $8.33B of Primerica stock for Q2 2025, down 4.7% quarter-over-quarter.
  • 63 funds opened new Primerica positions in Q2 2025 and 52 closed out, a net change of +11 holders.
  • The largest Primerica buyer in Q2 2025 was First Trust Advisors, an estimated $30.7M added.
  • The largest Primerica seller in Q2 2025 was Nuveen, an estimated $97M sold.

Based on aggregated 13F filings for Q2 2025.