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Primerica

508 hedge funds and large institutions have $8.73B invested in Primerica in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 178 increasing their positions, 168 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
+21
Holders Change %
+4.31%
% of All Funds
6.9%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
76
Increased
178
Reduced
168
Closed
45
Calls
$1.22M
Puts
$825K
Net Calls
+$398K
Net Calls Change
+$100K
Name Holding Trade Value Shares
Change
Shares
Change %
TSMHT
451
Thurston Springer Miller Herd & Titak
Indiana
$18.5K +$18.5K +65 New
WF
452
Wayfinding Financial
Washington
$18K +$18K +66 New
RA
453
Rise Advisors
New York
$17.5K -$8.61K -30 -33%
NECFA
454
New England Capital Financial Advisors
Connecticut
$14.2K
AIM
455
Anchor Investment Management
South Carolina
$14.2K
PC
456
Promethos Capital
Massachusetts
$14.2K
SA
457
SRH Advisors
Kansas
$10.8K
JWA
458
JFS Wealth Advisors
Pennsylvania
$10.5K
CAL
459
Capital Advisors Ltd
Ohio
$10K
BBHC
460
Brown Brothers Harriman & Co
New York
$8.54K
FDW
461
Fourth Dimension Wealth
Ohio
$8.54K
KIM
462
Kestra Investment Management
Texas
$7.11K +$7.11K +25 New
FMII
463
Farmers & Merchants Investments Inc
Nebraska
$6.83K +$2.85K +10 +71%
BWL
464
Bogart Wealth LLC
Virginia
$6.54K
HFS
465
Hantz Financial Services
Michigan
$5K +$5K +19 New
TCM
466
TD Capital Management
Tennessee
$4.58K
CT
467
Clearstead Trust
Maine
$4.55K +$4.55K +16 New
HNW
468
High Note Wealth
Minnesota
$4.55K
MAS
469
MPWM Advisory Solutions
Georgia
$3.98K
WA
470
Whipplewood Advisors
Colorado
$3.98K +$2.77K +32 +229%
WIM
471
Westside Investment Management
California
$3.74K
OC
472
Oakworth Capital
Alabama
$3.7K +$3.7K +13 New
DPW
473
DiNuzzo Private Wealth
Pennsylvania
$3.42K +$285 +1 +9%
HCP
474
Hexagon Capital Partners
Arkansas
$3.13K -$1.71K -6 -35%
HI
475
Harbour Investments
Wisconsin
$2.56K