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Primerica

501 hedge funds and large institutions have $7.43B invested in Primerica in 2026 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 189 increasing their positions, 164 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $7.76B → $7.43B (-$326M)

2% less funds holding

Funds holding: 509501 (-8)

83% less call options, than puts

Call options by funds: $1.58M | Put options by funds: $9.19M

Holders
501
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
$1.58M
Puts
$9.19M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BF
401
BOK Financial
Oklahoma
$50.1K
SAM
402
Smartleaf Asset Management
Massachusetts
$49.2K
SC
403
Steph & Co
Wisconsin
$49.1K
BBHC
404
Brown Brothers Harriman & Co
New York
$48.3K
Nomura Asset Management
405
Nomura Asset Management
Japan
$47.6K
RFP
406
Root Financial Partners
California
$44.3K
MCM
407
MAI Capital Management
Ohio
$41.6K
Mitsubishi UFJ Asset Management
408
Mitsubishi UFJ Asset Management
Japan
$39.3K
AF
409
Align Financial
Minnesota
$29.8K
VSQM
410
V-Square Quantitative Management
Illinois
$29.1K
SIC
411
SJS Investment Consulting
Ohio
$29.1K
HNB
412
Hilltop National Bank
Wyoming
$28.3K
CFB
413
Cullen/Frost Bankers
Texas
$27.9K
PWA
414
Physician Wealth Advisors
Utah
$25.8K
CMBA
415
C.M. Bidwell & Associates
Hawaii
$25.8K
IAIM
416
International Assets Investment Management
Florida
$23.1K
MPWT
417
MassMutual Private Wealth & Trust
Connecticut
$22.8K
QC
418
Quent Capital
New York
$22K
TWD
419
True Wealth Design
Ohio
$19K
BCWM
420
Bartlett & Co Wealth Management
Ohio
$18.4K
AUB
421
Atlantic Union Bankshares
Virginia
$17.8K
CA
422
Centerpoint Advisors
Massachusetts
$17K
TSMHT
423
Thurston Springer Miller Herd & Titak
Indiana
$16.3K
Northwestern Mutual Wealth Management
424
Northwestern Mutual Wealth Management
Wisconsin
$14.8K
CIM
425
Contravisory Investment Management
Massachusetts
$13.8K