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Primerica

508 hedge funds and large institutions have $8.73B invested in Primerica in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 178 increasing their positions, 168 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
+21
Holders Change %
+4.31%
% of All Funds
6.9%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
76
Increased
178
Reduced
168
Closed
45
Calls
$1.22M
Puts
$825K
Net Calls
+$398K
Net Calls Change
+$100K
Name Holding Trade Value Shares
Change
Shares
Change %
CIAM
426
Caitong International Asset Management
Hong Kong
$47.5K -$1.99K -7 -4%
PAS
427
Point72 Asia (Singapore)
Singapore
$46.5K -$669K -2,344 -93%
AAP
428
Arax Advisory Partners
Colorado
$44.4K +$34.7K +122 +359%
LFG
429
Larson Financial Group
Missouri
$39.7K +$284 +1 +0.7%
OP
430
ORG Partners
Indiana
$36.3K
GSWM
431
Golden State Wealth Management
California
$35K
PTC
432
Private Trust Company
Ohio
$33.6K +$1.14K +4 +4%
VSQM
433
V-Square Quantitative Management
Illinois
$33K
TWD
434
True Wealth Design
Ohio
$31.6K +$3.7K +13 +13%
CMBA
435
C.M. Bidwell & Associates
Hawaii
$29.3K
QC
436
Quent Capital
New York
$29K
PFBT
437
Parkside Financial Bank & Trust
Missouri
$28.5K -$1.14K -4 -4%
C
438
Covestor
United Kingdom
$27K
Optiver Holding
439
Optiver Holding
Netherlands
$26.2K +$26.2K +92 New
CA
440
Clearstead Advisors
Ohio
$25.6K +$25.6K +90 New
BCWM
441
Bartlett & Co Wealth Management
Ohio
$25K
MCM
442
MAI Capital Management
Ohio
$24.8K -$2.56K -9 -9%
MPWT
443
MassMutual Private Wealth & Trust
Connecticut
$24.2K
CIM
444
Contravisory Investment Management
Massachusetts
$23K
BIG
445
Brooklyn Investment Group
New York
$23K +$1.71K +6 +8%
PWA
446
Physician Wealth Advisors
Utah
$22.8K
SAM
447
Smartleaf Asset Management
Massachusetts
$22.4K +$5.95K +21 +36%
PS
448
Principal Securities
Iowa
$20.4K
AF
449
Advisornet Financial
Minnesota
$20.2K +$20.2K +71 New
Mitsubishi UFJ Asset Management
450
Mitsubishi UFJ Asset Management
Japan
$19.9K