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Primerica

508 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, 151 increasing their positions, 208 reducing their positions, and 52 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)

27% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 208

Holders
508
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
FDP
351
Financiere des Professionnels
Quebec, Canada
$265K
CFG
352
Citizens Financial Group
Rhode Island
$265K
SI
353
Stephens Inc
Arkansas
$264K
AWE
354
Avidian Wealth Enterprises
Texas
$262K
SC
355
Syon Capital
California
$260K
IA
356
IFC Advisors
California
$256K
SCA
357
Snowden Capital Advisors
New York
$252K
IFWM
358
Institute for Wealth Management
Colorado
$249K
IA
359
IFP Advisors
Florida
$248K
TC
360
Tannin Capital
North Carolina
$247K
NC
361
nVerses Capital
Florida
$246K
BFM
362
Boothbay Fund Management
New York
$238K
BSAM
363
Blue Square Asset Management
New York
$236K
RSWM
364
Robertson Stephens Wealth Management
California
$235K
BP
365
Ballentine Partners
Massachusetts
$232K
LIM
366
Leavell Investment Management
Alabama
$230K
LNWTC
367
Laird Norton Wetherby Trust Company
Washington
$229K
KBC Group
368
KBC Group
Belgium
$229K
WAM
369
Worth Asset Management
Texas
$228K
Allspring Global Investments
370
Allspring Global Investments
North Carolina
$227K
KAS
371
Kestra Advisory Services
Texas
$226K
Rockefeller Capital Management
372
Rockefeller Capital Management
New York
$221K
ATPW
373
Ashton Thomas Private Wealth
Arizona
$220K
AAM
374
Advisors Asset Management
Colorado
$217K
DO
375
denkapparat Operations
Germany
$215K