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Primerica

500 hedge funds and large institutions have $7.43B invested in Primerica in 2026 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 189 increasing their positions, 164 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $7.76B → $7.43B (-$329M)

2% less funds holding

Funds holding: 509500 (-9)

83% less call options, than puts

Call options by funds: $1.58M | Put options by funds: $9.19M

Holders
500
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.58M
Puts
$9.19M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NECFA
426
New England Capital Financial Advisors
Connecticut
$12.5K
LI
427
LRI Investments
Florida
$12.4K
GSWM
428
Golden State Wealth Management
California
$11.6K
JWA
429
JFS Wealth Advisors
Pennsylvania
$10.8K
PTC
430
Private Trust Company
Ohio
$9.77K
SA
431
SRH Advisors
Kansas
$9.52K
CAL
432
Capital Advisors Ltd
Ohio
$9K
AWA
433
Acumen Wealth Advisors
Tennessee
$8.52K
HWP
434
Highline Wealth Partners
California
$8.52K
RF
435
Rossby Financial
Florida
$8.38K
C
436
Covestor
United Kingdom
$8K
FFO
437
Fortitude Family Office
Arizona
$7.76K
FDW
438
Fourth Dimension Wealth
Ohio
$7.51K
FMII
439
Farmers & Merchants Investments Inc
Nebraska
$7.26K
BWL
440
Bogart Wealth LLC
Virginia
$6.76K
PWAM
441
Private Wealth Asset Management
Iowa
$6.76K
EF
442
Entrust Financial
Pennsylvania
$6.26K
AIM
443
Anchor Investment Management
South Carolina
$6.26K
STB
444
S&T Bank
Pennsylvania
$6.26K
IAAG
445
Innovative Asset Advisors Group
Connecticut
$6.26K
HI
446
Harbour Investments
Wisconsin
$5.99K
KFAS
447
Keating Financial Advisory Services
Kansas
$5.26K
CMA
448
Cedar Mountain Advisors
Oregon
$5.01K
DWM
449
Dogwood Wealth Management
Kansas
$4.76K
RIL
450
Rothschild Investment LLC
Illinois
$4.51K