We are live on ! Find out more
PRI icon

Primerica

496 hedge funds and large institutions have $8.31B invested in Primerica in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 173 increasing their positions, 185 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $1.8M | Put options by funds: $1.25M

0.57% more ownership

Funds ownership: 92.02%92.59% (+0.57%)

0% less capital invested

Capital invested by funds: $8.33B → $8.31B (-$19.7M)

6% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 185

4% less funds holding

Funds holding: 517496 (-21)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

23% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 66

Holders
496
Holders Change
-21
Holders Change %
-4.06%
% of All Funds
6.51%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
51
Increased
173
Reduced
185
Closed
66
Calls
$1.8M
Puts
$1.25M
Net Calls
+$555K
Net Calls Change
+$472K
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
426
Cullen/Frost Bankers
Texas
$25.6K -$7.52K -28 -23%
MPWT
427
MassMutual Private Wealth & Trust
Connecticut
$23.3K
PWA
428
Physician Wealth Advisors
Utah
$23.3K +$1.07K +4 +5%
CIM
429
Contravisory Investment Management
Massachusetts
$22.5K
WANY
430
Wealthspire Advisors (New York)
New York
$22.5K +$21.7K +81 New
Mitsubishi UFJ Asset Management
431
Mitsubishi UFJ Asset Management
Japan
$19.4K
CA
432
Centerpoint Advisors
Massachusetts
$19K
BCWM
433
Bartlett & Co Wealth Management
Ohio
$18.9K
Optiver Holding
434
Optiver Holding
Netherlands
$17.8K -$6.44K -24 -27%
RA
435
Rise Advisors
New York
$17.8K +$537 +2 +3%
DWM
436
Dogwood Wealth Management
Kansas
$15.5K +$2.95K +11 +24%
NECFA
437
New England Capital Financial Advisors
Connecticut
$13.9K
GSWM
438
Golden State Wealth Management
California
$12.8K
PTC
439
Private Trust Company
Ohio
$11.9K
LI
440
LRI Investments
Florida
$10.9K
SA
441
SRH Advisors
Kansas
$10.5K
JWA
442
JFS Wealth Advisors
Pennsylvania
$10.3K
CT
443
Clearstead Trust
Maine
$9.99K +$7.79K +29 +414%
TWD
444
True Wealth Design
Ohio
$9.72K +$8.32K +31 +775%
CAL
445
Capital Advisors Ltd
Ohio
$9K
FDW
446
Fourth Dimension Wealth
Ohio
$8.33K
SIC
447
SJS Investment Consulting
Ohio
$7.77K +$6.17K +23 +460%
FMII
448
Farmers & Merchants Investments Inc
Nebraska
$7.5K
CPG
449
Cornerstone Planning Group
New Jersey
$7.24K +$88.6K +330 +16,500%
AIM
450
Anchor Investment Management
South Carolina
$6.94K

PRI Hedge Fund Activity: Q3 2025 in Review

496 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q3 2025, worth a combined $8.31B — down 0.24% from $8.33B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of PRI and 51 opened new positions — a net loss of 15 holders — while 185 trimmed existing stakes and 173 added.

The largest buyer was Nordea Investment Management, opening a new position worth an estimated $49.5M. The largest seller was BAMCO Inc, cutting an estimated $48.5M.

  • 496 institutional investors held Primerica (PRI) as of Q3 2025, down from 517 in Q2 2025.
  • Funds reported $8.31B of Primerica stock for Q3 2025, down 0.24% quarter-over-quarter.
  • 51 funds opened new Primerica positions in Q3 2025 and 66 closed out, a net change of -15 holders.
  • The largest Primerica buyer in Q3 2025 was Nordea Investment Management, an estimated $49.5M added.
  • The largest Primerica seller in Q3 2025 was BAMCO Inc, an estimated $48.5M sold.

Based on aggregated 13F filings for Q3 2025.