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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
BTI
401
Blue Trust Inc
Georgia
$159K +$20.9K +79 +16%
S
402
SignatureFD
Georgia
$137K +$2.12K +8 +2%
PEAK6
403
PEAK6
Illinois
$125K +$43.2K +163 +55%
WTC
404
WhitTier Trust Company
Nevada
$119K
TPCW
405
TD Private Client Wealth
New York
$118K +$3.18K +12 +3%
UB
406
UMB Bank
Missouri
$117K -$6.63K -25 -6%
NA
407
NewEdge Advisors
Louisiana
$108K
DZ Bank
408
DZ Bank
Germany
$103K -$269K -1,014 -73%
Northwestern Mutual Wealth Management
409
Northwestern Mutual Wealth Management
Wisconsin
$95.2K -$530 -2 -0.6%
BNP Paribas Asset Management
410
BNP Paribas Asset Management
France
$90K +$87.5K +330 New
GWM
411
Geneos Wealth Management
Colorado
$89.5K +$17K +64 +24%
QL
412
Quarry LP
New York
$88.7K +$41.1K +155 +92%
GM
413
GeoWealth Management
Illinois
$86.8K +$84K +317 New
AF
414
Allworth Financial
California
$86.2K -$2.12K -8 -2%
EWA
415
EverSource Wealth Advisors
Alabama
$84.8K +$34.5K +130 +72%
CI Investments Inc
416
CI Investments Inc
Ontario, Canada
$82K -$16.4K -62 -17%
CSB
417
City State Bank
Iowa
$80.5K
SC
418
Steph & Co
Wisconsin
$76.1K +$73.7K +278 New
HPC
419
HM Payson & Co
Maine
$75.8K
C
420
Covestor
United Kingdom
$64K +$37.6K +142 +153%
PA
421
Parallel Advisors
California
$62.7K -$20.7K -78 -25%
MCM
422
MAI Capital Management
Ohio
$62.1K +$37.1K +140 +161%
Bessemer Group
423
Bessemer Group
New Jersey
$62K -$16.4K -62 -21%
AAP
424
Arax Advisory Partners
Colorado
$58.3K +$15.1K +57 +37%
HWM
425
Hemington Wealth Management
Virginia
$58K -$1.59K -6 -3%

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.