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Primerica

508 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, 151 increasing their positions, 208 reducing their positions, and 52 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)

27% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 208

Holders
508
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
VSQM
426
V-Square Quantitative Management
Illinois
$30K
HNB
427
Hilltop National Bank
Wyoming
$29.2K
MCM
428
MAI Capital Management
Ohio
$28.8K
QC
429
Quent Capital
New York
$27.1K
CMBA
430
C.M. Bidwell & Associates
Hawaii
$26.6K
CFB
431
Cullen/Frost Bankers
Texas
$25K
IAIM
432
International Assets Investment Management
Florida
$23.5K
Northwestern Mutual Wealth Management
433
Northwestern Mutual Wealth Management
Wisconsin
$21.4K
MPWT
434
MassMutual Private Wealth & Trust
Connecticut
$21.2K
CIM
435
Contravisory Investment Management
Massachusetts
$20.9K
PWA
436
Physician Wealth Advisors
Utah
$20.7K
EW
437
Elyxium Wealth
California
$19.1K
Mitsubishi UFJ Asset Management
438
Mitsubishi UFJ Asset Management
Japan
$18.1K
BCWM
439
Bartlett & Co Wealth Management
Ohio
$17.6K
CA
440
Centerpoint Advisors
Massachusetts
$17K
TSMHT
441
Thurston Springer Miller Herd & Titak
Indiana
$16.8K
GWSG
442
GPS Wealth Strategies Group
Colorado
$16.5K
NECFA
443
New England Capital Financial Advisors
Connecticut
$12.9K
AWA
444
Acumen Wealth Advisors
Tennessee
$12.9K
JWA
445
JFS Wealth Advisors
Pennsylvania
$12.4K
TWD
446
True Wealth Design
Ohio
$12.1K
GSWM
447
Golden State Wealth Management
California
$11.9K
SIC
448
SJS Investment Consulting
Ohio
$10.9K
LI
449
LRI Investments
Florida
$10.2K
PTC
450
Private Trust Company
Ohio
$10.1K