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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
P
351
Pitcairn
Pennsylvania
$275K -$70.2K -265 -21%
RP
352
Riverwater Partners
Wisconsin
$275K +$1.06K +4 +0.4%
MAG
353
Mayfair Advisory Group
Alabama
$273K +$1.59K +6 +0.6%
WSFS
354
Wilmington Savings Fund Society
Delaware
$270K -$1.06K -4 -0.4%
PA
355
PharVision Advisers
Florida
$269K +$260K +982 New
SC
356
SummitTX Capital
Texas
$267K +$259K +976 New
MAM
357
Martingale Asset Management
Massachusetts
$257K
CWM
358
Congress Wealth Management
Massachusetts
$253K +$18K +68 +8%
IFWM
359
Institute for Wealth Management
Colorado
$252K +$795 +3 +0.3%
BP
360
Ballentine Partners
Massachusetts
$250K
BSAM
361
Blue Square Asset Management
New York
$250K
GCM
362
Gallacher Capital Management
Colorado
$249K +$241K +910 New
FW
363
FullCircle Wealth
Texas
$247K +$24.1K +91 +11%
PCM
364
Prelude Capital Management
New York
$246K -$23.6K -89 -9%
TRCT
365
Tower Research Capital (TRC)
New York
$244K -$357K -1,348 -60%
KAS
366
Kestra Advisory Services
Texas
$244K +$3.98K +15 +2%
RSWM
367
Robertson Stephens Wealth Management
California
$242K -$78.7K -297 -25%
KBC Group
368
KBC Group
Belgium
$242K -$138K -519 -37%
HAS
369
HBW Advisory Services
California
$237K
SLAM
370
Swiss Life Asset Management
$234K +$227K +855 New
BMCM
371
Burns Matteson Capital Management
New York
$232K +$225K +849 New
SFA
372
Sequoia Financial Advisors
Ohio
$232K +$225K +848 New
AFCM
373
Applied Finance Capital Management
Puerto Rico
$230K
1832 Asset Management
374
1832 Asset Management
Ontario, Canada
$229K -$7.95K -30 -3%
DO
375
denkapparat Operations
Germany
$228K +$26.5K +100 +14%

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.