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Primerica

487 hedge funds and large institutions have $8.27B invested in Primerica in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 166 increasing their positions, 183 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

5% less funds holding

Funds holding: 514487 (-27)

21% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 67

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
487
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
$1.8M
Puts
$1.25M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DPW
451
DiNuzzo Private Wealth
Pennsylvania
$2.96K
BIA
452
Bell Investment Advisors
California
$2.5K
FMP
453
Financial Management Professionals
Texas
$2.5K
RF
454
Rossby Financial
Florida
$2.49K
BGAI
455
Bruce G. Allen Investments
Colorado
$2.22K
FPF
456
First Pacific Financial
Washington
$1.95K
FHC
457
First Horizon Corporation
Tennessee
$1.94K
STB
458
S&T Bank
Pennsylvania
$1.67K
TIM
459
Tortoise Investment Management
New York
$1.67K
TFA
460
Transamerica Financial Advisors
Florida
$1.39K
S
461
Sachetta
Massachusetts
$1.39K
JWM
462
JPL Wealth Management
Colorado
$1.39K
Q1WB
463
Quest 10 Wealth Builders
Virginia
$1.39K
GEA
464
Glen Eagle Advisors
New Jersey
$1.14K
VWA
465
Valued Wealth Advisors
Utah
$1.12K
MCM
466
Manchester Capital Management
Vermont
$1.11K
CH
467
Cromwell Holdings
Wyoming
$1.11K
BHWM
468
Bay Harbor Wealth Management
Maryland
$1.11K
BFS
469
Bare Financial Services
Pennsylvania
$1.11K
IWM
470
IMG Wealth Management
Florida
$1.11K
AW
471
Avion Wealth
Texas
$1K
CCM
472
Cloud Capital Management
Washington
$1K
CIAM
473
Caitong International Asset Management
Hong Kong
$833
CFD
474
Creative Financial Designs
Indiana
$833
CTC
475
Central Trust Company
Missouri
$833