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Primerica

487 hedge funds and large institutions have $8.27B invested in Primerica in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 166 increasing their positions, 183 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

5% less funds holding

Funds holding: 514487 (-27)

21% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 67

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
487
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.8M
Puts
$1.25M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
401
Bessemer Group
New Jersey
$72K
HWM
402
Hemington Wealth Management
Virginia
$61K
HFS
403
Hantz Financial Services
Michigan
$60K
CI Investments Inc
404
CI Investments Inc
Ontario, Canada
$57K
PS
405
Principal Securities
Iowa
$56.7K
BF
406
BOK Financial
Oklahoma
$55.5K
GRP
407
Global Retirement Partners
California
$53.3K
Nomura Asset Management
408
Nomura Asset Management
Japan
$52.7K
MCM
409
MAI Capital Management
Ohio
$51.1K
AF
410
Advisornet Financial
Minnesota
$51.1K
VCM
411
Versant Capital Management
Arizona
$38K
Rockefeller Capital Management
412
Rockefeller Capital Management
New York
$34.5K
QC
413
Quent Capital
New York
$33K
HNB
414
Hilltop National Bank
Wyoming
$31.4K
SAM
415
Smartleaf Asset Management
Massachusetts
$29.3K
CMBA
416
C.M. Bidwell & Associates
Hawaii
$28.6K
RFP
417
Root Financial Partners
California
$27.5K
CFB
418
Cullen/Frost Bankers
Texas
$25.6K
MPWT
419
MassMutual Private Wealth & Trust
Connecticut
$23.3K
PWA
420
Physician Wealth Advisors
Utah
$23.3K
CIM
421
Contravisory Investment Management
Massachusetts
$22.5K
WANY
422
Wealthspire Advisors (New York)
New York
$22.5K
Mitsubishi UFJ Asset Management
423
Mitsubishi UFJ Asset Management
Japan
$19.4K
CA
424
Centerpoint Advisors
Massachusetts
$19K
BCWM
425
Bartlett & Co Wealth Management
Ohio
$18.9K