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Primerica

500 hedge funds and large institutions have $7.43B invested in Primerica in 2026 Q1 according to their latest regulatory filings, with 58 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 (-$329M)

2% less funds holding

Funds holding: 509500 (-9)

83% less call options, than puts

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

Holders
500
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
SAM
401
Smartleaf Asset Management
Massachusetts
$49.2K
SC
402
Steph & Co
Wisconsin
$49.1K
BBHC
403
Brown Brothers Harriman & Co
New York
$48.3K
Nomura Asset Management
404
Nomura Asset Management
Japan
$47.6K
RFP
405
Root Financial Partners
California
$44.3K
MCM
406
MAI Capital Management
Ohio
$41.6K
Mitsubishi UFJ Asset Management
407
Mitsubishi UFJ Asset Management
Japan
$39.3K
AF
408
Align Financial
Minnesota
$29.8K
VSQM
409
V-Square Quantitative Management
Illinois
$29.1K
SIC
410
SJS Investment Consulting
Ohio
$29.1K
HNB
411
Hilltop National Bank
Wyoming
$28.3K
CFB
412
Cullen/Frost Bankers
Texas
$27.9K
PWA
413
Physician Wealth Advisors
Utah
$25.8K
CMBA
414
C.M. Bidwell & Associates
Hawaii
$25.8K
IAIM
415
International Assets Investment Management
Florida
$23.1K
MPWT
416
MassMutual Private Wealth & Trust
Connecticut
$22.8K
QC
417
Quent Capital
New York
$22K
TWD
418
True Wealth Design
Ohio
$19K
BCWM
419
Bartlett & Co Wealth Management
Ohio
$18.4K
AUB
420
Atlantic Union Bankshares
Virginia
$17.8K
CA
421
Centerpoint Advisors
Massachusetts
$17K
TSMHT
422
Thurston Springer Miller Herd & Titak
Indiana
$16.3K
Northwestern Mutual Wealth Management
423
Northwestern Mutual Wealth Management
Wisconsin
$14.8K
CIM
424
Contravisory Investment Management
Massachusetts
$13.8K
CFO
425
CVA Family Office
Colorado
$13.5K