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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

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

16% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 165

16% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 51

0.16% less ownership

Funds ownership: 93.96%93.81% (-0.16%)

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
-6
Holders Change %
-1.17%
% of All Funds
6.22%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
59
Increased
191
Reduced
165
Closed
51
Calls
$1.58M
Puts
$9.19M
Net Calls
-$7.61M
Net Calls Change
-$7.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
451
Harbour Investments
Wisconsin
$5.99K +$2.84K +11 +85%
KFAS
452
Keating Financial Advisory Services
Kansas
$5.26K -$1.29K -5 -19%
CMA
453
Cedar Mountain Advisors
Oregon
$5.01K +$5.16K +20 New
DWM
454
Dogwood Wealth Management
Kansas
$4.76K -$2.84K -11 -37%
RIL
455
Rothschild Investment LLC
Illinois
$4.51K -$4.64K -18 -50%
TCM
456
TD Capital Management
Tennessee
$4.1K
HNW
457
High Note Wealth
Minnesota
$4.01K -$258 -1 -6%
TPWA
458
Twin Peaks Wealth Advisors
California
$4.01K +$4.13K +16 New
OCWP
459
Owl Creek Wealth Partners
Colorado
$3.76K +$3.87K +15 New
SIS
460
Sound Income Strategies
Florida
$3.55K
MAS
461
MPWM Advisory Solutions
Georgia
$3.51K
WA
462
WPG Advisers
Maryland
$3.26K -$258 -1 -7%
RWM
463
Rialto Wealth Management
New York
$3.01K +$1.55K +6 +100%
CPG
464
Cornerstone Planning Group
New Jersey
$2.77K
VWA
465
Valued Wealth Advisors
Utah
$2.77K +$1.8K +7 +175%
DPW
466
DiNuzzo Private Wealth
Pennsylvania
$2.76K
BIA
467
Bell Investment Advisors
California
$2.76K +$516 +2 +22%
CA
468
Clearstead Advisors
Ohio
$2.5K -$144K -560 -98%
WA
469
Whipplewood Advisors
Colorado
$2.5K +$2.58K +10 New
TFA
470
Transamerica Financial Advisors
Florida
$2.27K +$516 +2 +29%
FMP
471
Financial Management Professionals
Texas
$2.25K
UFPG
472
United Financial Planning Group
New York
$2.25K +$2.32K +9 New
BGAI
473
Bruce G. Allen Investments
Colorado
$2K
EWP
474
Elevation Wealth Partners
California
$2K
MAM
475
Marquette Asset Management
Minnesota
$2K +$2.06K +8 New