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Primerica

495 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, 172 increasing their positions, 185 reducing their positions, and 66 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:

4% less funds holding

Funds holding: 516495 (-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
495
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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

Top Sellers

1 -$48.5M
2 -$36.6M
3 -$22.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$22.2M
5
BWA
Brave Warrior Advisors
New York
-$19.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
426
MassMutual Private Wealth & Trust
Connecticut
$23.3K
PWA
427
Physician Wealth Advisors
Utah
$23.3K
CIM
428
Contravisory Investment Management
Massachusetts
$22.5K
WANY
429
Wealthspire Advisors (New York)
New York
$22.5K
Mitsubishi UFJ Asset Management
430
Mitsubishi UFJ Asset Management
Japan
$19.4K
CA
431
Centerpoint Advisors
Massachusetts
$19K
BCWM
432
Bartlett & Co Wealth Management
Ohio
$18.9K
Optiver Holding
433
Optiver Holding
Netherlands
$17.8K
RA
434
Rise Advisors
New York
$17.8K
DWM
435
Dogwood Wealth Management
Kansas
$15.5K
NECFA
436
New England Capital Financial Advisors
Connecticut
$13.9K
GSWM
437
Golden State Wealth Management
California
$12.8K
PTC
438
Private Trust Company
Ohio
$11.9K
LI
439
LRI Investments
Florida
$10.9K
SA
440
SRH Advisors
Kansas
$10.5K
JWA
441
JFS Wealth Advisors
Pennsylvania
$10.3K
CT
442
Clearstead Trust
Maine
$9.99K
TWD
443
True Wealth Design
Ohio
$9.72K
CAL
444
Capital Advisors Ltd
Ohio
$9K
FDW
445
Fourth Dimension Wealth
Ohio
$8.33K
SIC
446
SJS Investment Consulting
Ohio
$7.77K
FMII
447
Farmers & Merchants Investments Inc
Nebraska
$7.5K
CPG
448
Cornerstone Planning Group
New Jersey
$7.24K
AIM
449
Anchor Investment Management
South Carolina
$6.94K
BWL
450
Bogart Wealth LLC
Virginia
$6.38K