We are live on ! Find out more
PRI icon

Primerica

496 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, 173 increasing their positions, 185 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $1.8M | Put options by funds: $1.25M

0.57% more ownership

Funds ownership: 92.02%92.59% (+0.57%)

0% less capital invested

Capital invested by funds: $8.33B → $8.31B (-$19.7M)

6% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 185

4% less funds holding

Funds holding: 517496 (-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
496
Holders Change
-21
Holders Change %
-4.06%
% of All Funds
6.51%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
51
Increased
173
Reduced
185
Closed
66
Calls
$1.8M
Puts
$1.25M
Net Calls
+$555K
Net Calls Change
+$472K
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
326
Shell Asset Management
Netherlands
$301K -$385K -1,435 -57%
BCM
327
Brookstone Capital Management
Illinois
$301K
NI
328
NDVR Inc
Massachusetts
$298K -$6.17K -23 -2%
WA
329
Wealth Alliance
New York
$298K -$1.61K -6 -0.6%
Focus Partners Wealth
330
Focus Partners Wealth
Massachusetts
$296K -$31.4K -117 -10%
IA
331
IFC Advisors
California
$294K +$1.88K +7 +0.7%
IFS
332
Ifrah Financial Services
Arkansas
$294K -$1.88K -7 -0.7%
MAG
333
Mayfair Advisory Group
Alabama
$294K
MML Investors Services
334
MML Investors Services
Massachusetts
$288K -$652K -2,430 -70%
AWE
335
Avidian Wealth Enterprises
Texas
$287K +$277K +1,032 New
FDP
336
Financiere des Professionnels
Quebec, Canada
$285K
IFWM
337
Institute for Wealth Management
Colorado
$280K +$22.8K +85 +9%
FWIA
338
Fort Washington Investment Advisors
Ohio
$279K +$270K +1,005 New
PCA
339
Pallas Capital Advisors
Massachusetts
$277K +$268K +997 New
SCA
340
Snowden Capital Advisors
New York
$273K +$264K +984 New
KA
341
Klingman & Associates
New York
$268K -$96.1K -358 -27%
P
342
Pitcairn
Pennsylvania
$262K -$16.6K -62 -6%
BSAM
343
Blue Square Asset Management
New York
$253K
AWA
344
Aaron Wealth Advisors
Illinois
$253K +$245K +913 New
FW
345
FullCircle Wealth
Texas
$253K +$10.5K +39 +4%
BP
346
Ballentine Partners
Massachusetts
$250K -$3.49K -13 -1%
Verition Fund Management
347
Verition Fund Management
Connecticut
$250K -$454K -1,691 -65%
RSWM
348
Robertson Stephens Wealth Management
California
$249K +$3.76K +14 +2%
LIM
349
Leavell Investment Management
Alabama
$247K -$74.9K -279 -24%
KBC Group
350
KBC Group
Belgium
$246K

PRI Hedge Fund Activity: Q3 2025 in Review

496 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q3 2025, worth a combined $8.31B — down 0.24% from $8.33B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of PRI and 51 opened new positions — a net loss of 15 holders — while 185 trimmed existing stakes and 173 added.

The largest buyer was Nordea Investment Management, opening a new position worth an estimated $49.5M. The largest seller was BAMCO Inc, cutting an estimated $48.5M.

  • 496 institutional investors held Primerica (PRI) as of Q3 2025, down from 517 in Q2 2025.
  • Funds reported $8.31B of Primerica stock for Q3 2025, down 0.24% quarter-over-quarter.
  • 51 funds opened new Primerica positions in Q3 2025 and 66 closed out, a net change of -15 holders.
  • The largest Primerica buyer in Q3 2025 was Nordea Investment Management, an estimated $49.5M added.
  • The largest Primerica seller in Q3 2025 was BAMCO Inc, an estimated $48.5M sold.

Based on aggregated 13F filings for Q3 2025.