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Primerica
PRI

Overview Fund Activity

512 hedge funds and large institutions have $8.31B invested in Primerica in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 183 increasing their positions, 180 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
+4
Holders Change %
+0.79%
% of All Funds
6.87%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
61
Increased
183
Reduced
180
Closed
52
Calls
$1.31M
Puts
$1.23M
Net Calls
+$83K
Net Calls Change
-$315K

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$120M
2
CCM
Copeland Capital Management
Pennsylvania
$27.4M
3
Millennium Management
Millennium Management
New York
$57.8M
4
UBS AM
UBS AM
Illinois
$56.5M
5
Two Sigma Investments
Two Sigma Investments
New York
$14.7M

Top Sellers

1
NL
Nuveen LLC
North Carolina
$49.9M
2
AM
AGF Management
Ontario, Canada
$114M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$953M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$203M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$789M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAG
351
Mayfair Advisory Group
Alabama
$273K +$1.55K +6 +0.6%
WSFS
352
Wilmington Savings Fund Society
Delaware
$270K -$1.1K -4 -0.4%
PA
353
PharVision Advisers
Florida
$269K +$269K +982 New
SC
354
SummitTX Capital
Texas
$267K +$267K +976 New
MAM
355
Martingale Asset Management
Massachusetts
$257K – – –
CWM
356
Congress Wealth Management
Massachusetts
$253K +$18.6K +68 +8%
IFWM
357
Institute for Wealth Management
Colorado
$252K +$821 +3 +0.3%
BP
358
Ballentine Partners
Massachusetts
$250K – – –
BSAM
359
Blue Square Asset Management
New York
$250K – – –
GCM
360
Gallacher Capital Management
Colorado
$249K +$249K +910 New
FW
361
FullCircle Wealth
Texas
$247K +$24.2K +91 +11%
PCM
362
Prelude Capital Management
New York
$246K -$24.4K -89 -9%
TRCT
363
Tower Research Capital (TRC)
New York
$244K -$369K -1,348 -60%
KAS
364
Kestra Advisory Services
Texas
$244K +$4.1K +15 +2%
RSWM
365
Robertson Stephens Wealth Management
California
$242K -$81.3K -297 -25%
KBC Group
366
KBC Group
Belgium
$242K -$142K -519 -37%
HAS
367
HBW Advisory Services
California
$237K – – –
BMCM
368
Burns Matteson Capital Management
New York
$232K +$232K +849 New
SFA
369
Sequoia Financial Advisors
Ohio
$232K +$232K +848 New
AFCM
370
Applied Finance Capital Management
Puerto Rico
$230K – – –
1832 Asset Management
371
1832 Asset Management
Ontario, Canada
$229K -$8.21K -30 -3%
DO
372
denkapparat Operations
Germany
$228K +$27.4K +100 +14%
BRWA
373
B. Riley Wealth Advisors
Florida
$225K +$225K +823 New
FSC
374
Full Sail Capital
Oklahoma
$224K +$10.7K +39 +5%
LCGC
375
Legacy Capital Group California
California
$223K +$223K +814 New
13 14
15
16 17