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Primerica

509 hedge funds and large institutions have $8.75B invested in Primerica in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 180 increasing their positions, 170 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 44

48% more call options, than puts

Call options by funds: $1.22M | Put options by funds: $825K

6% more capital invested

Capital invested by funds: $8.26B → $8.75B (+$482M)

4% more funds holding

Funds holding: 488509 (+21)

2.26% more ownership

Funds ownership: 91.23%93.49% (+2.3%)

6% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 170

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
509
Holders Change
+21
Holders Change %
+4.3%
% of All Funds
6.82%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
73
Increased
180
Reduced
170
Closed
44
Calls
$1.22M
Puts
$825K
Net Calls
+$398K
Net Calls Change
+$100K
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
401
Blue Trust Inc
Georgia
$143K +$20.5K +72 +17%
S
402
SignatureFD
Georgia
$141K -$285 -1 -0.2%
PD
403
Point72 (DIFC)
United Arab Emirates
$139K -$588K -2,065 -81%
UB
404
UMB Bank
Missouri
$129K +$61K +214 +89%
WTC
405
WhitTier Trust Company
Nevada
$124K
VCM
406
Versant Capital Management
Arizona
$121K +$92.3K +324 +321%
TPCW
407
TD Private Client Wealth
New York
$120K +$16K +56 +15%
NA
408
NewEdge Advisors
Louisiana
$113K
CI Investments Inc
409
CI Investments Inc
Ontario, Canada
$103K -$8.55K -30 -8%
Northwestern Mutual Wealth Management
410
Northwestern Mutual Wealth Management
Wisconsin
$99.6K -$13.7K -48 -12%
PA
411
Parallel Advisors
California
$87.4K +$18.5K +65 +27%
AF
412
Allworth Financial
California
$85.1K -$2.28K -8 -2%
PEAK6
413
PEAK6
Illinois
$84.1K +$84.1K +295 New
CSB
414
City State Bank
Iowa
$83.7K
Bessemer Group
415
Bessemer Group
New Jersey
$83K +$10.5K +37 +15%
HPC
416
HM Payson & Co
Maine
$78.8K -$150K -528 -66%
CWM
417
Compass Wealth Management
Connecticut
$72.8K
SSG
418
Summit Securities Group
New York
$63.7K +$63.8K +224 New
HWM
419
Hemington Wealth Management
Virginia
$62K +$4.84K +17 +8%
BF
420
BOK Financial
Oklahoma
$56.9K -$14.2K -50 -20%
LC
421
Lindbrook Capital
California
$55.2K +$34.8K +122 +169%
Nomura Asset Management
422
Nomura Asset Management
Japan
$54.1K
FDCDDQ
423
Federation des caisses Desjardins du Quebec
Quebec, Canada
$51.8K +$9.97K +35 +24%
EWA
424
EverSource Wealth Advisors
Alabama
$51.2K +$15.4K +54 +43%
QL
425
Quarry LP
New York
$48.1K -$159K -558 -77%

PRI Hedge Fund Activity: Q1 2025 in Review

509 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q1 2025, worth a combined $8.75B — up 5.8% from $8.26B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new PRI positions and 44 closed out — a net gain of 29 holders — while 180 added to existing stakes and 170 trimmed.

The largest buyer was Nuveen, adding an estimated $99.2M. The largest seller was Millennium Management, cutting an estimated $36.7M.

  • 509 institutional investors held Primerica (PRI) as of Q1 2025, up from 488 in Q4 2024.
  • Funds reported $8.75B of Primerica stock for Q1 2025, up 5.8% quarter-over-quarter.
  • 73 funds opened new Primerica positions in Q1 2025 and 44 closed out, a net change of +29 holders.
  • The largest Primerica buyer in Q1 2025 was Nuveen, an estimated $99.2M added.
  • The largest Primerica seller in Q1 2025 was Millennium Management, an estimated $36.7M sold.

Based on aggregated 13F filings for Q1 2025.