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Primerica

506 hedge funds and large institutions have $7.76B invested in Primerica in 2025 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 150 increasing their positions, 207 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

25% less call options, than puts

Call options by funds: $1.27M | Put options by funds: $1.68M

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

28% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 207

Holders
506
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.27M
Puts
$1.68M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
351
Citizens Financial Group
Rhode Island
$265K
SI
352
Stephens Inc
Arkansas
$264K
AWE
353
Avidian Wealth Enterprises
Texas
$262K
SC
354
Syon Capital
California
$260K
IA
355
IFC Advisors
California
$256K
SCA
356
Snowden Capital Advisors
New York
$252K
IFWM
357
Institute for Wealth Management
Colorado
$249K
IA
358
IFP Advisors
Florida
$248K
TC
359
Tannin Capital
North Carolina
$247K
NC
360
nVerses Capital
Florida
$246K
BFM
361
Boothbay Fund Management
New York
$238K
BSAM
362
Blue Square Asset Management
New York
$236K
RSWM
363
Robertson Stephens Wealth Management
California
$235K
BP
364
Ballentine Partners
Massachusetts
$232K
LIM
365
Leavell Investment Management
Alabama
$230K
LNWTC
366
Laird Norton Wetherby Trust Company
Washington
$229K
KBC Group
367
KBC Group
Belgium
$229K
WAM
368
Worth Asset Management
Texas
$228K
Allspring Global Investments
369
Allspring Global Investments
North Carolina
$227K
KAS
370
Kestra Advisory Services
Texas
$226K
Rockefeller Capital Management
371
Rockefeller Capital Management
New York
$221K
ATPW
372
Ashton Thomas Private Wealth
Arizona
$220K
AAM
373
Advisors Asset Management
Colorado
$217K
DO
374
denkapparat Operations
Germany
$215K
1832 Asset Management
375
1832 Asset Management
Ontario, Canada
$212K