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Primerica

505 hedge funds and large institutions have $7.44B invested in Primerica in 2026 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 191 increasing their positions, 165 reducing their positions, and 51 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 → $7.44B (-$325M)

1% less funds holding

Funds holding: 511505 (-6)

83% less call options, than puts

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

Holders
505
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
TSMHT
426
Thurston Springer Miller Herd & Titak
Indiana
$16.3K
Northwestern Mutual Wealth Management
427
Northwestern Mutual Wealth Management
Wisconsin
$14.8K
BWA
428
Basecamp Wealth Advisors
Washington
$14.5K
CIM
429
Contravisory Investment Management
Massachusetts
$13.8K
CFO
430
CVA Family Office
Colorado
$13.5K
NECFA
431
New England Capital Financial Advisors
Connecticut
$12.5K
LI
432
LRI Investments
Florida
$12.4K
GSWM
433
Golden State Wealth Management
California
$11.6K
JWA
434
JFS Wealth Advisors
Pennsylvania
$10.8K
PTC
435
Private Trust Company
Ohio
$9.77K
SA
436
SRH Advisors
Kansas
$9.52K
CAL
437
Capital Advisors Ltd
Ohio
$9K
AWA
438
Acumen Wealth Advisors
Tennessee
$8.52K
HWP
439
Highline Wealth Partners
California
$8.52K
RF
440
Rossby Financial
Florida
$8.38K
C
441
Covestor
United Kingdom
$8K
FFO
442
Fortitude Family Office
Arizona
$7.76K
FDW
443
Fourth Dimension Wealth
Ohio
$7.51K
FMII
444
Farmers & Merchants Investments Inc
Nebraska
$7.26K
BWL
445
Bogart Wealth LLC
Virginia
$6.76K
PWAM
446
Private Wealth Asset Management
Iowa
$6.76K
AIM
447
Anchor Investment Management
South Carolina
$6.26K
EF
448
Entrust Financial
Pennsylvania
$6.26K
STB
449
S&T Bank
Pennsylvania
$6.26K
IAAG
450
Innovative Asset Advisors Group
Connecticut
$6.26K