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Primerica

506 hedge funds and large institutions have $7.76B invested in Primerica in 2025 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 150 increasing their positions, 207 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

25% less call options, than puts

Call options by funds: $1.27M | Put options by funds: $1.68M

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

28% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 207

Holders
506
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.27M
Puts
$1.68M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
426
MAI Capital Management
Ohio
$28.8K
QC
427
Quent Capital
New York
$27.1K
CMBA
428
C.M. Bidwell & Associates
Hawaii
$26.6K
CFB
429
Cullen/Frost Bankers
Texas
$25K
IAIM
430
International Assets Investment Management
Florida
$23.5K
Northwestern Mutual Wealth Management
431
Northwestern Mutual Wealth Management
Wisconsin
$21.4K
MPWT
432
MassMutual Private Wealth & Trust
Connecticut
$21.2K
CIM
433
Contravisory Investment Management
Massachusetts
$20.9K
PWA
434
Physician Wealth Advisors
Utah
$20.7K
EW
435
Elyxium Wealth
California
$19.1K
Mitsubishi UFJ Asset Management
436
Mitsubishi UFJ Asset Management
Japan
$18.1K
BCWM
437
Bartlett & Co Wealth Management
Ohio
$17.6K
CA
438
Centerpoint Advisors
Massachusetts
$17K
TSMHT
439
Thurston Springer Miller Herd & Titak
Indiana
$16.8K
GWSG
440
GPS Wealth Strategies Group
Colorado
$16.5K
NECFA
441
New England Capital Financial Advisors
Connecticut
$12.9K
AWA
442
Acumen Wealth Advisors
Tennessee
$12.9K
JWA
443
JFS Wealth Advisors
Pennsylvania
$12.4K
TWD
444
True Wealth Design
Ohio
$12.1K
GSWM
445
Golden State Wealth Management
California
$11.9K
SIC
446
SJS Investment Consulting
Ohio
$10.9K
LI
447
LRI Investments
Florida
$10.2K
PTC
448
Private Trust Company
Ohio
$10.1K
SA
449
SRH Advisors
Kansas
$9.82K
RIL
450
Rothschild Investment LLC
Illinois
$9.3K