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Primerica

501 hedge funds and large institutions have $7.43B invested in Primerica in 2026 Q1 according to their latest regulatory filings, with 59 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 (-$326M)

2% less funds holding

Funds holding: 509501 (-8)

83% less call options, than puts

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

Holders
501
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
RIL
451
Rothschild Investment LLC
Illinois
$4.51K
TCM
452
TD Capital Management
Tennessee
$4.1K
HNW
453
High Note Wealth
Minnesota
$4.01K
TPWA
454
Twin Peaks Wealth Advisors
California
$4.01K
OCWP
455
Owl Creek Wealth Partners
Colorado
$3.76K
SIS
456
Sound Income Strategies
Florida
$3.55K
MAS
457
MPWM Advisory Solutions
Georgia
$3.51K
WA
458
WPG Advisers
Maryland
$3.26K
RWM
459
Rialto Wealth Management
New York
$3.01K
CPG
460
Cornerstone Planning Group
New Jersey
$2.77K
VWA
461
Valued Wealth Advisors
Utah
$2.77K
DPW
462
DiNuzzo Private Wealth
Pennsylvania
$2.76K
BIA
463
Bell Investment Advisors
California
$2.76K
CA
464
Clearstead Advisors
Ohio
$2.5K
WA
465
Whipplewood Advisors
Colorado
$2.5K
TFA
466
Transamerica Financial Advisors
Florida
$2.27K
FMP
467
Financial Management Professionals
Texas
$2.25K
UFPG
468
United Financial Planning Group
New York
$2.25K
BGAI
469
Bruce G. Allen Investments
Colorado
$2K
EWP
470
Elevation Wealth Partners
California
$2K
ZBNA
471
Zions Bancorporation, National Association
Utah
$2K
MAM
472
Marquette Asset Management
Minnesota
$2K
DF
473
Dunhill Financial
United Kingdom
$1.94K
FPF
474
First Pacific Financial
Washington
$1.78K
FHC
475
First Horizon Corporation
Tennessee
$1.75K