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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
BRWA
376
B. Riley Wealth Advisors
Florida
$225K +$218K +823 New
FSC
377
Full Sail Capital
Oklahoma
$224K +$10.3K +39 +5%
LCGC
378
Legacy Capital Group California
California
$223K +$216K +814 New
AWM
379
AE Wealth Management
Kansas
$220K +$1.32K +5 +0.6%
AWM
380
Axxcess Wealth Management
California
$219K -$12.5K -47 -6%
GWSG
381
GPS Wealth Strategies Group
Colorado
$218K -$7.42K -28 -3%
Lido Advisors
382
Lido Advisors
California
$218K +$211K +795 New
MYAM
383
Meiji Yasuda Asset Management
Japan
$217K
GCM
384
Gator Capital Management
Florida
$216K
AG
385
Ascent Group
Virginia
$215K +$14.3K +54 +7%
STA
386
Summit Trail Advisors
New York
$215K -$280K -1,056 -57%
SW
387
SlateStone Wealth
Florida
$214K +$265 +1 +0.1%
FTWA
388
Fifth Third Wealth Advisors
Ohio
$212K +$530 +2 +0.3%
FFWA
389
Forthright Family Wealth Advisory
Texas
$209K
PA
390
Profund Advisors
Maryland
$209K -$14K -53 -7%
MCM
391
Manchester Capital Management
Vermont
$203K +$195K +737 +18,425%
CFG
392
Citizens Financial Group
Rhode Island
$202K +$2.12K +8 +1%
XSC
393
X-Square Capital
Puerto Rico
$201K
TWC
394
TD Waterhouse Canada
Ontario, Canada
$196K -$406K -1,533 -69%
UCB
395
United Community Bank
South Carolina
$196K +$1.32K +5 +0.7%
ACA
396
Atlas Capital Advisors
Wyoming
$180K
US Bancorp
397
US Bancorp
Minnesota
$176K -$20.1K -76 -11%
MYIA
398
Mount Yale Investment Advisors
Colorado
$173K +$167K +631 New
HNB
399
Huntington National Bank
Ohio
$169K +$9.01K +34 +6%
PD
400
Point72 (DIFC)
United Arab Emirates
$168K +$32.9K +124 +25%

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.