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Primerica

505 hedge funds and large institutions have $7.44B invested in Primerica in 2026 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 191 increasing their positions, 165 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

16% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 165

16% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 51

0.16% less ownership

Funds ownership: 93.96%93.81% (-0.16%)

4% less capital invested

Capital invested by funds: $7.76B → $7.44B (-$325M)

1% less funds holding

Funds holding: 511505 (-6)

83% less call options, than puts

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

Holders
505
Holders Change
-6
Holders Change %
-1.17%
% of All Funds
6.22%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
59
Increased
191
Reduced
165
Closed
51
Calls
$1.58M
Puts
$9.19M
Net Calls
-$7.61M
Net Calls Change
-$7.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TSMHT
426
Thurston Springer Miller Herd & Titak
Indiana
$16.3K
Northwestern Mutual Wealth Management
427
Northwestern Mutual Wealth Management
Wisconsin
$14.8K -$6.19K -24 -29%
BWA
428
Basecamp Wealth Advisors
Washington
$14.5K +$516 +2 +4%
CIM
429
Contravisory Investment Management
Massachusetts
$13.8K -$6.71K -26 -32%
CFO
430
CVA Family Office
Colorado
$13.5K +$13.9K +54 New
NECFA
431
New England Capital Financial Advisors
Connecticut
$12.5K
LI
432
LRI Investments
Florida
$12.4K +$2.58K +10 +25%
GSWM
433
Golden State Wealth Management
California
$11.6K
JWA
434
JFS Wealth Advisors
Pennsylvania
$10.8K -$1.29K -5 -10%
PTC
435
Private Trust Company
Ohio
$9.77K
SA
436
SRH Advisors
Kansas
$9.52K
CAL
437
Capital Advisors Ltd
Ohio
$9K
AWA
438
Acumen Wealth Advisors
Tennessee
$8.52K -$4.13K -16 -32%
HWP
439
Highline Wealth Partners
California
$8.52K +$8.77K +34 New
RF
440
Rossby Financial
Florida
$8.38K +$4.9K +19 +136%
C
441
Covestor
United Kingdom
$8K -$46.4K -180 -85%
FFO
442
Fortitude Family Office
Arizona
$7.76K +$4.13K +16 +107%
FDW
443
Fourth Dimension Wealth
Ohio
$7.51K
FMII
444
Farmers & Merchants Investments Inc
Nebraska
$7.26K
BWL
445
Bogart Wealth LLC
Virginia
$6.76K +$1.03K +4 +17%
PWAM
446
Private Wealth Asset Management
Iowa
$6.76K +$6.96K +27 New
AIM
447
Anchor Investment Management
South Carolina
$6.26K
EF
448
Entrust Financial
Pennsylvania
$6.26K
STB
449
S&T Bank
Pennsylvania
$6.26K +$4.64K +18 +257%
IAAG
450
Innovative Asset Advisors Group
Connecticut
$6.26K +$6.45K +25 New