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Primerica

512 hedge funds and large institutions have $8.31B invested in Primerica in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 183 increasing their positions, 180 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
+4
Holders Change %
+0.79%
% of All Funds
6.87%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
61
Increased
183
Reduced
180
Closed
52
Calls
$1.31M
Puts
$1.23M
Net Calls
+$83K
Net Calls Change
-$315K
Name Holding Trade Value Shares
Change
Shares
Change %
NECFA
451
New England Capital Financial Advisors
Connecticut
$13.7K
GSWM
452
Golden State Wealth Management
California
$12.6K -$21.1K -77 -63%
DWM
453
Dogwood Wealth Management
Kansas
$12.3K +$12.3K +45 New
PTC
454
Private Trust Company
Ohio
$11.8K -$20.5K -75 -64%
National Bank of Canada
455
National Bank of Canada
Quebec, Canada
$10.9K +$8.76K +32 +400%
LI
456
LRI Investments
Florida
$10.8K +$10.8K +39 New
SA
457
SRH Advisors
Kansas
$10.4K
JWA
458
JFS Wealth Advisors
Pennsylvania
$10.1K
SAM
459
Smartleaf Asset Management
Massachusetts
$9.95K -$11.3K -42 -53%
CAL
460
Capital Advisors Ltd
Ohio
$9K
FDW
461
Fourth Dimension Wealth
Ohio
$8.21K
PW
462
Pandora Wealth
Illinois
$8.21K +$8.21K +30 New
HFS
463
Hantz Financial Services
Michigan
$8K +$2.93K +11 +58%
FMII
464
Farmers & Merchants Investments Inc
Nebraska
$7.39K +$821 +3 +13%
TPWA
465
Twin Peaks Wealth Advisors
California
$7.14K +$7.14K +27 New
KIM
466
Kestra Investment Management
Texas
$7.11K
AIM
467
Anchor Investment Management
South Carolina
$6.84K -$6.84K -25 -50%
BWL
468
Bogart Wealth LLC
Virginia
$6.29K
EPW
469
Evergreen Private Wealth
Colorado
$5.75K +$5.75K +21 New
OLVIG
470
Oliver Lagore Vanvalin Investment Group
Michigan
$4.84K +$4.84K +17 New
TCM
471
TD Capital Management
Tennessee
$4.43K
HNW
472
High Note Wealth
Minnesota
$4.38K
AAS
473
Ameritas Advisory Services
Nebraska
$4.38K +$4.38K +16 New
WA
474
Whipplewood Advisors
Colorado
$3.83K -$8.76K -32 -70%
MAS
475
MPWM Advisory Solutions
Georgia
$3.83K