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Primerica

496 hedge funds and large institutions have $8.31B invested in Primerica in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 173 increasing their positions, 185 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $1.8M | Put options by funds: $1.25M

0.57% more ownership

Funds ownership: 92.02%92.59% (+0.57%)

0% less capital invested

Capital invested by funds: $8.33B → $8.31B (-$19.7M)

6% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 185

4% less funds holding

Funds holding: 517496 (-21)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

23% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 66

Holders
496
Holders Change
-21
Holders Change %
-4.06%
% of All Funds
6.51%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
51
Increased
173
Reduced
185
Closed
66
Calls
$1.8M
Puts
$1.25M
Net Calls
+$555K
Net Calls Change
+$472K
Name Holding Trade Value Shares
Change
Change in
Stake
ME
401
McIlrath & Eck
Washington
$88K +$85.1K +317 New
RIL
402
Rothschild Investment LLC
Illinois
$88K +$85.1K +317 New
SC
403
Steph & Co
Wisconsin
$83.8K +$6.44K +24 +9%
CSB
404
City State Bank
Iowa
$81.6K
CA
405
Clearstead Advisors
Ohio
$78.8K +$26.3K +98 +53%
HPC
406
HM Payson & Co
Maine
$76.9K
LFG
407
Larson Financial Group
Missouri
$73.6K +$43.2K +161 +155%
PA
408
Parallel Advisors
California
$72.5K +$8.59K +32 +14%
Bessemer Group
409
Bessemer Group
New Jersey
$72K +$8.32K +31 +14%
HWM
410
Hemington Wealth Management
Virginia
$61K +$1.88K +7 +3%
HFS
411
Hantz Financial Services
Michigan
$60K +$49.9K +186 +620%
CI Investments Inc
412
CI Investments Inc
Ontario, Canada
$57K -$25.2K -94 -31%
PS
413
Principal Securities
Iowa
$56.7K +$5.64K +21 +11%
BF
414
BOK Financial
Oklahoma
$55.5K
GRP
415
Global Retirement Partners
California
$53.3K
Nomura Asset Management
416
Nomura Asset Management
Japan
$52.7K
MCM
417
MAI Capital Management
Ohio
$51.1K -$11.5K -43 -19%
AF
418
Advisornet Financial
Minnesota
$51.1K +$9.66K +36 +24%
VCM
419
Versant Capital Management
Arizona
$38K
Rockefeller Capital Management
420
Rockefeller Capital Management
New York
$34.5K +$33.3K +124 New
QC
421
Quent Capital
New York
$33K +$31.9K +119 New
HNB
422
Hilltop National Bank
Wyoming
$31.4K
SAM
423
Smartleaf Asset Management
Massachusetts
$29.3K +$18.5K +69 +186%
CMBA
424
C.M. Bidwell & Associates
Hawaii
$28.6K
RFP
425
Root Financial Partners
California
$27.5K +$26.6K +99 New

PRI Hedge Fund Activity: Q3 2025 in Review

496 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q3 2025, worth a combined $8.31B — down 0.24% from $8.33B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of PRI and 51 opened new positions — a net loss of 15 holders — while 185 trimmed existing stakes and 173 added.

The largest buyer was Nordea Investment Management, opening a new position worth an estimated $49.5M. The largest seller was BAMCO Inc, cutting an estimated $48.5M.

  • 496 institutional investors held Primerica (PRI) as of Q3 2025, down from 517 in Q2 2025.
  • Funds reported $8.31B of Primerica stock for Q3 2025, down 0.24% quarter-over-quarter.
  • 51 funds opened new Primerica positions in Q3 2025 and 66 closed out, a net change of -15 holders.
  • The largest Primerica buyer in Q3 2025 was Nordea Investment Management, an estimated $49.5M added.
  • The largest Primerica seller in Q3 2025 was BAMCO Inc, an estimated $48.5M sold.

Based on aggregated 13F filings for Q3 2025.