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Primerica

493 hedge funds and large institutions have $8.31B invested in Primerica in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 170 increasing their positions, 185 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: 517493 (-24)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

22% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 67

Holders
493
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
SC
401
Steph & Co
Wisconsin
$83.8K
CSB
402
City State Bank
Iowa
$81.6K
CA
403
Clearstead Advisors
Ohio
$78.8K
HPC
404
HM Payson & Co
Maine
$76.9K
LFG
405
Larson Financial Group
Missouri
$73.6K
PA
406
Parallel Advisors
California
$72.5K
Bessemer Group
407
Bessemer Group
New Jersey
$72K
HWM
408
Hemington Wealth Management
Virginia
$61K
HFS
409
Hantz Financial Services
Michigan
$60K
CI Investments Inc
410
CI Investments Inc
Ontario, Canada
$57K
PS
411
Principal Securities
Iowa
$56.7K
BF
412
BOK Financial
Oklahoma
$55.5K
GRP
413
Global Retirement Partners
California
$53.3K
Nomura Asset Management
414
Nomura Asset Management
Japan
$52.7K
MCM
415
MAI Capital Management
Ohio
$51.1K
AF
416
Advisornet Financial
Minnesota
$51.1K
VCM
417
Versant Capital Management
Arizona
$38K
Rockefeller Capital Management
418
Rockefeller Capital Management
New York
$34.5K
QC
419
Quent Capital
New York
$33K
HNB
420
Hilltop National Bank
Wyoming
$31.4K
SAM
421
Smartleaf Asset Management
Massachusetts
$29.3K
CMBA
422
C.M. Bidwell & Associates
Hawaii
$28.6K
RFP
423
Root Financial Partners
California
$27.5K
CFB
424
Cullen/Frost Bankers
Texas
$25.6K
MPWT
425
MassMutual Private Wealth & Trust
Connecticut
$23.3K