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Primerica

495 hedge funds and large institutions have $8.31B invested in Primerica in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 172 increasing their positions, 185 reducing their positions, and 66 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:

4% less funds holding

Funds holding: 516495 (-21)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

23% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 66

Holders
495
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

Top Sellers

1 -$48.5M
2 -$36.6M
3 -$22.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$22.2M
5
BWA
Brave Warrior Advisors
New York
-$19.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
326
Shell Asset Management
Netherlands
$301K
BCM
327
Brookstone Capital Management
Illinois
$301K
NI
328
NDVR Inc
Massachusetts
$298K
WA
329
Wealth Alliance
New York
$298K
Focus Partners Wealth
330
Focus Partners Wealth
Massachusetts
$296K
IA
331
IFC Advisors
California
$294K
IFS
332
Ifrah Financial Services
Arkansas
$294K
MAG
333
Mayfair Advisory Group
Alabama
$294K
MML Investors Services
334
MML Investors Services
Massachusetts
$288K
AWE
335
Avidian Wealth Enterprises
Texas
$287K
FDP
336
Financiere des Professionnels
Quebec, Canada
$285K
IFWM
337
Institute for Wealth Management
Colorado
$280K
FWIA
338
Fort Washington Investment Advisors
Ohio
$279K
PCA
339
Pallas Capital Advisors
Massachusetts
$277K
SCA
340
Snowden Capital Advisors
New York
$273K
KA
341
Klingman & Associates
New York
$268K
P
342
Pitcairn
Pennsylvania
$262K
BSAM
343
Blue Square Asset Management
New York
$253K
AWA
344
Aaron Wealth Advisors
Illinois
$253K
FW
345
FullCircle Wealth
Texas
$253K
BP
346
Ballentine Partners
Massachusetts
$250K
Verition Fund Management
347
Verition Fund Management
Connecticut
$250K
RSWM
348
Robertson Stephens Wealth Management
California
$249K
LIM
349
Leavell Investment Management
Alabama
$247K
KBC Group
350
KBC Group
Belgium
$246K