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Primerica

509 hedge funds and large institutions have $8.75B invested in Primerica in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 180 increasing their positions, 170 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 44

48% more call options, than puts

Call options by funds: $1.22M | Put options by funds: $825K

6% more capital invested

Capital invested by funds: $8.26B → $8.75B (+$482M)

4% more funds holding

Funds holding: 488509 (+21)

2.26% more ownership

Funds ownership: 91.23%93.49% (+2.3%)

6% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 170

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
509
Holders Change
+21
Holders Change %
+4.3%
% of All Funds
6.82%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
73
Increased
180
Reduced
170
Closed
44
Calls
$1.22M
Puts
$825K
Net Calls
+$398K
Net Calls Change
+$100K
Name Holding Trade Value Shares
Change
Change in
Stake
HT
426
Headlands Technologies
Illinois
$47.8K +$45.9K +161 +2,300%
CIAM
427
Caitong International Asset Management
Hong Kong
$47.5K -$1.99K -7 -4%
PAS
428
Point72 Asia (Singapore)
Singapore
$46.5K -$668K -2,344 -93%
AAP
429
Arax Advisory Partners
Colorado
$44.4K +$34.8K +122 +359%
LFG
430
Larson Financial Group
Missouri
$39.7K +$285 +1 +0.7%
OP
431
ORG Partners
Indiana
$36.3K
GSWM
432
Golden State Wealth Management
California
$35K
PTC
433
Private Trust Company
Ohio
$33.6K +$1.14K +4 +4%
VSQM
434
V-Square Quantitative Management
Illinois
$33K
TWD
435
True Wealth Design
Ohio
$31.6K +$3.7K +13 +13%
CMBA
436
C.M. Bidwell & Associates
Hawaii
$29.3K
QC
437
Quent Capital
New York
$29K
PFBT
438
Parkside Financial Bank & Trust
Missouri
$28.5K -$1.14K -4 -4%
C
439
Covestor
United Kingdom
$27K
Optiver Holding
440
Optiver Holding
Netherlands
$26.2K +$26.2K +92 New
CA
441
Clearstead Advisors
Ohio
$25.6K +$25.6K +90 New
BCWM
442
Bartlett & Co Wealth Management
Ohio
$25K
MCM
443
MAI Capital Management
Ohio
$24.8K -$2.56K -9 -9%
MPWT
444
MassMutual Private Wealth & Trust
Connecticut
$24.2K
CIM
445
Contravisory Investment Management
Massachusetts
$23K
BIG
446
Brooklyn Investment Group
New York
$23K +$1.71K +6 +8%
PWA
447
Physician Wealth Advisors
Utah
$22.8K
SAM
448
Smartleaf Asset Management
Massachusetts
$22.4K +$5.98K +21 +36%
PS
449
Principal Securities
Iowa
$20.4K
AF
450
Advisornet Financial
Minnesota
$20.2K +$20.2K +71 New

PRI Hedge Fund Activity: Q1 2025 in Review

509 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q1 2025, worth a combined $8.75B — up 5.8% from $8.26B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new PRI positions and 44 closed out — a net gain of 29 holders — while 180 added to existing stakes and 170 trimmed.

The largest buyer was Nuveen, adding an estimated $99.2M. The largest seller was Millennium Management, cutting an estimated $36.7M.

  • 509 institutional investors held Primerica (PRI) as of Q1 2025, up from 488 in Q4 2024.
  • Funds reported $8.75B of Primerica stock for Q1 2025, up 5.8% quarter-over-quarter.
  • 73 funds opened new Primerica positions in Q1 2025 and 44 closed out, a net change of +29 holders.
  • The largest Primerica buyer in Q1 2025 was Nuveen, an estimated $99.2M added.
  • The largest Primerica seller in Q1 2025 was Millennium Management, an estimated $36.7M sold.

Based on aggregated 13F filings for Q1 2025.