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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
PWA
426
Physician Wealth Advisors
Utah
$23.3K
CIM
427
Contravisory Investment Management
Massachusetts
$22.5K
WANY
428
Wealthspire Advisors (New York)
New York
$22.5K
Mitsubishi UFJ Asset Management
429
Mitsubishi UFJ Asset Management
Japan
$19.4K
CA
430
Centerpoint Advisors
Massachusetts
$19K
BCWM
431
Bartlett & Co Wealth Management
Ohio
$18.9K
Optiver Holding
432
Optiver Holding
Netherlands
$17.8K
RA
433
Rise Advisors
New York
$17.8K
DWM
434
Dogwood Wealth Management
Kansas
$15.5K
NECFA
435
New England Capital Financial Advisors
Connecticut
$13.9K
GSWM
436
Golden State Wealth Management
California
$12.8K
PTC
437
Private Trust Company
Ohio
$11.9K
LI
438
LRI Investments
Florida
$10.9K
SA
439
SRH Advisors
Kansas
$10.5K
JWA
440
JFS Wealth Advisors
Pennsylvania
$10.3K
CT
441
Clearstead Trust
Maine
$9.99K
TWD
442
True Wealth Design
Ohio
$9.72K
CAL
443
Capital Advisors Ltd
Ohio
$9K
FDW
444
Fourth Dimension Wealth
Ohio
$8.33K
SIC
445
SJS Investment Consulting
Ohio
$7.77K
FMII
446
Farmers & Merchants Investments Inc
Nebraska
$7.5K
CPG
447
Cornerstone Planning Group
New Jersey
$7.24K
AIM
448
Anchor Investment Management
South Carolina
$6.94K
BWL
449
Bogart Wealth LLC
Virginia
$6.38K
EPW
450
Evergreen Private Wealth
Colorado
$5.83K