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Primerica

509 hedge funds and large institutions have $8.75B invested in Primerica in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 180 increasing their positions, 170 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 44

48% more call options, than puts

Call options by funds: $1.22M | Put options by funds: $825K

6% more capital invested

Capital invested by funds: $8.26B → $8.75B (+$482M)

4% more funds holding

Funds holding: 488509 (+21)

2.26% more ownership

Funds ownership: 91.23%93.49% (+2.3%)

6% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 170

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
509
Holders Change
+21
Holders Change %
+4.3%
% of All Funds
6.82%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
73
Increased
180
Reduced
170
Closed
44
Calls
$1.22M
Puts
$825K
Net Calls
+$398K
Net Calls Change
+$100K
Name Holding Trade Value Shares
Change
Change in
Stake
RP
351
Riverwater Partners
Wisconsin
$285K -$14.2K -50 -5%
WSFS
352
Wilmington Savings Fund Society
Delaware
$281K -$1.71K -6 -0.6%
PCM
353
Prelude Capital Management
New York
$281K +$282K +988 New
PCA
354
Pallas Capital Advisors
Massachusetts
$280K +$280K +983 New
VI
355
Versor Investments
New York
$270K -$716K -2,513 -73%
MAM
356
Martingale Asset Management
Massachusetts
$267K
ECM
357
Evergreen Capital Management
Washington
$263K +$47.6K +167 +22%
CIBC Private Wealth Group
358
CIBC Private Wealth Group
Georgia
$262K +$73.8K +259 +32%
IFWM
359
Institute for Wealth Management
Colorado
$262K +$285 +1 +0.1%
BP
360
Ballentine Partners
Massachusetts
$260K +$4.56K +16 +2%
BSAM
361
Blue Square Asset Management
New York
$260K
AB
362
ANB Bank
Colorado
$257K +$2.85K +10 +1%
KAS
363
Kestra Advisory Services
Texas
$250K -$34.5K -121 -12%
1832 Asset Management
364
1832 Asset Management
Ontario, Canada
$246K
HAS
365
HBW Advisory Services
California
$246K
CWM
366
Congress Wealth Management
Massachusetts
$244K +$22.5K +79 +10%
MM
367
MQS Management
New York
$243K +$244K +855 New
AWM
368
Axxcess Wealth Management
California
$241K +$570 +2 +0.2%
ECM
369
Everence Capital Management
Indiana
$239K
AFCM
370
Applied Finance Capital Management
Puerto Rico
$239K +$12K +42 +5%
GWSG
371
GPS Wealth Strategies Group
Colorado
$235K -$70.4K -247 -23%
PA
372
Profund Advisors
Maryland
$232K -$3.13K -11 -1%
QT
373
Quantbot Technologies
New York
$228K -$112K -394 -33%
XT
374
XTX Topco
Cayman Islands
$228K -$180K -630 -44%
AWM
375
AE Wealth Management
Kansas
$227K +$227K +797 New

PRI Hedge Fund Activity: Q1 2025 in Review

509 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q1 2025, worth a combined $8.75B — up 5.8% from $8.26B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new PRI positions and 44 closed out — a net gain of 29 holders — while 180 added to existing stakes and 170 trimmed.

The largest buyer was Nuveen, adding an estimated $99.2M. The largest seller was Millennium Management, cutting an estimated $36.7M.

  • 509 institutional investors held Primerica (PRI) as of Q1 2025, up from 488 in Q4 2024.
  • Funds reported $8.75B of Primerica stock for Q1 2025, up 5.8% quarter-over-quarter.
  • 73 funds opened new Primerica positions in Q1 2025 and 44 closed out, a net change of +29 holders.
  • The largest Primerica buyer in Q1 2025 was Nuveen, an estimated $99.2M added.
  • The largest Primerica seller in Q1 2025 was Millennium Management, an estimated $36.7M sold.

Based on aggregated 13F filings for Q1 2025.