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Primerica

512 hedge funds and large institutions have $8.31B invested in Primerica in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 183 increasing their positions, 180 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
+4
Holders Change %
+0.79%
% of All Funds
6.87%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
61
Increased
183
Reduced
180
Closed
52
Calls
$1.31M
Puts
$1.23M
Net Calls
+$83K
Net Calls Change
-$315K
Name Holding Trade Value Shares
Change
Shares
Change %
WTC
401
WhitTier Trust Company
Nevada
$119K
TPCW
402
TD Private Client Wealth
New York
$118K +$3.28K +12 +3%
UB
403
UMB Bank
Missouri
$117K -$6.84K -25 -6%
NA
404
NewEdge Advisors
Louisiana
$108K
DZ Bank
405
DZ Bank
Germany
$103K -$278K -1,014 -73%
Northwestern Mutual Wealth Management
406
Northwestern Mutual Wealth Management
Wisconsin
$95.2K -$547 -2 -0.6%
BNP Paribas Asset Management
407
BNP Paribas Asset Management
France
$90K +$90K +330 New
GWM
408
Geneos Wealth Management
Colorado
$89.5K +$17.5K +64 +24%
QL
409
Quarry LP
New York
$88.7K +$42.4K +155 +92%
GM
410
GeoWealth Management
Illinois
$86.8K +$86.8K +317 New
AF
411
Allworth Financial
California
$86.2K -$2.19K -8 -2%
EWA
412
EverSource Wealth Advisors
Alabama
$84.8K +$35.6K +130 +72%
CI Investments Inc
413
CI Investments Inc
Ontario, Canada
$82K -$17K -62 -17%
CSB
414
City State Bank
Iowa
$80.5K
SC
415
Steph & Co
Wisconsin
$76.1K +$76.1K +278 New
C
416
Covestor
United Kingdom
$64K +$38.7K +142 +153%
PA
417
Parallel Advisors
California
$62.7K -$21.3K -78 -25%
MCM
418
MAI Capital Management
Ohio
$62.1K +$38.3K +140 +161%
Bessemer Group
419
Bessemer Group
New Jersey
$62K -$16.8K -62 -21%
AAP
420
Arax Advisory Partners
Colorado
$58.3K +$15.6K +57 +37%
HWM
421
Hemington Wealth Management
Virginia
$58K -$1.62K -6 -3%
BF
422
BOK Financial
Oklahoma
$54.7K
GRP
423
Global Retirement Partners
California
$52.5K +$52.5K +192 New
Nomura Asset Management
424
Nomura Asset Management
Japan
$52K
CA
425
Clearstead Advisors
Ohio
$50.9K +$26.3K +96 +107%