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Primerica

509 hedge funds and large institutions have $8.75B invested in Primerica in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 180 increasing their positions, 170 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 44

48% more call options, than puts

Call options by funds: $1.22M | Put options by funds: $825K

6% more capital invested

Capital invested by funds: $8.26B → $8.75B (+$482M)

4% more funds holding

Funds holding: 488509 (+21)

2.26% more ownership

Funds ownership: 91.23%93.49% (+2.3%)

6% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 170

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
509
Holders Change
+21
Holders Change %
+4.3%
% of All Funds
6.82%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
73
Increased
180
Reduced
170
Closed
44
Calls
$1.22M
Puts
$825K
Net Calls
+$398K
Net Calls Change
+$100K
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Asset Management
451
Mitsubishi UFJ Asset Management
Japan
$19.9K
TSMHT
452
Thurston Springer Miller Herd & Titak
Indiana
$18.5K +$18.5K +65 New
WF
453
Wayfinding Financial
Washington
$18K +$18.8K +66 New
RA
454
Rise Advisors
New York
$17.5K -$8.55K -30 -33%
AIM
455
Anchor Investment Management
South Carolina
$14.2K
NECFA
456
New England Capital Financial Advisors
Connecticut
$14.2K
PC
457
Promethos Capital
Massachusetts
$14.2K
SA
458
SRH Advisors
Kansas
$10.8K
JWA
459
JFS Wealth Advisors
Pennsylvania
$10.5K
CAL
460
Capital Advisors Ltd
Ohio
$10K
BBHC
461
Brown Brothers Harriman & Co
New York
$8.54K
FDW
462
Fourth Dimension Wealth
Ohio
$8.54K
KIM
463
Kestra Investment Management
Texas
$7.11K +$7.12K +25 New
FMII
464
Farmers & Merchants Investments Inc
Nebraska
$6.83K +$2.85K +10 +71%
BWL
465
Bogart Wealth LLC
Virginia
$6.54K
HFS
466
Hantz Financial Services
Michigan
$5K +$5.41K +19 New
TCM
467
TD Capital Management
Tennessee
$4.58K
CT
468
Clearstead Trust
Maine
$4.55K +$4.56K +16 New
HNW
469
High Note Wealth
Minnesota
$4.55K
MAS
470
MPWM Advisory Solutions
Georgia
$3.98K
WA
471
Whipplewood Advisors
Colorado
$3.98K +$9.12K +32 +229%
WIM
472
Westside Investment Management
California
$3.74K
OC
473
Oakworth Capital
Alabama
$3.7K +$3.7K +13 New
DPW
474
DiNuzzo Private Wealth
Pennsylvania
$3.42K +$285 +1 +9%
HCP
475
Hexagon Capital Partners
Arkansas
$3.13K -$1.71K -6 -35%

PRI Hedge Fund Activity: Q1 2025 in Review

509 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q1 2025, worth a combined $8.75B — up 5.8% from $8.26B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new PRI positions and 44 closed out — a net gain of 29 holders — while 180 added to existing stakes and 170 trimmed.

The largest buyer was Nuveen, adding an estimated $99.2M. The largest seller was Millennium Management, cutting an estimated $36.7M.

  • 509 institutional investors held Primerica (PRI) as of Q1 2025, up from 488 in Q4 2024.
  • Funds reported $8.75B of Primerica stock for Q1 2025, up 5.8% quarter-over-quarter.
  • 73 funds opened new Primerica positions in Q1 2025 and 44 closed out, a net change of +29 holders.
  • The largest Primerica buyer in Q1 2025 was Nuveen, an estimated $99.2M added.
  • The largest Primerica seller in Q1 2025 was Millennium Management, an estimated $36.7M sold.

Based on aggregated 13F filings for Q1 2025.