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Primerica

487 hedge funds and large institutions have $8.27B invested in Primerica in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 166 increasing their positions, 183 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: 514487 (-27)

21% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 67

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
487
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
$1.8M
Puts
$1.25M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Optiver Holding
426
Optiver Holding
Netherlands
$17.8K
RA
427
Rise Advisors
New York
$17.8K
DWM
428
Dogwood Wealth Management
Kansas
$15.5K
NECFA
429
New England Capital Financial Advisors
Connecticut
$13.9K
GSWM
430
Golden State Wealth Management
California
$12.8K
PTC
431
Private Trust Company
Ohio
$11.9K
LI
432
LRI Investments
Florida
$10.9K
SA
433
SRH Advisors
Kansas
$10.5K
JWA
434
JFS Wealth Advisors
Pennsylvania
$10.3K
CT
435
Clearstead Trust
Maine
$9.99K
TWD
436
True Wealth Design
Ohio
$9.72K
CAL
437
Capital Advisors Ltd
Ohio
$9K
FDW
438
Fourth Dimension Wealth
Ohio
$8.33K
SIC
439
SJS Investment Consulting
Ohio
$7.77K
FMII
440
Farmers & Merchants Investments Inc
Nebraska
$7.5K
CPG
441
Cornerstone Planning Group
New Jersey
$7.24K
AIM
442
Anchor Investment Management
South Carolina
$6.94K
BWL
443
Bogart Wealth LLC
Virginia
$6.38K
EPW
444
Evergreen Private Wealth
Colorado
$5.83K
TCM
445
TD Capital Management
Tennessee
$4.51K
HNW
446
High Note Wealth
Minnesota
$4.44K
MAS
447
MPWM Advisory Solutions
Georgia
$3.89K
FFO
448
Fortitude Family Office
Arizona
$3.89K
WA
449
WPG Advisers
Maryland
$3.61K
HI
450
Harbour Investments
Wisconsin
$3.33K