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Primerica

508 hedge funds and large institutions have $8.74B 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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.26% more ownership

Funds ownership: 91.13%93.39% (+2.3%)

6% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 168

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
508
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.22M
Puts
$825K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TSMHT
451
Thurston Springer Miller Herd & Titak
Indiana
$18.5K
WF
452
Wayfinding Financial
Washington
$18K
RA
453
Rise Advisors
New York
$17.5K
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
FMII
463
Farmers & Merchants Investments Inc
Nebraska
$6.83K
BWL
464
Bogart Wealth LLC
Virginia
$6.54K
HFS
465
Hantz Financial Services
Michigan
$5K
TCM
466
TD Capital Management
Tennessee
$4.58K
CT
467
Clearstead Trust
Maine
$4.55K
HNW
468
High Note Wealth
Minnesota
$4.55K
MAS
469
MPWM Advisory Solutions
Georgia
$3.98K
WA
470
Whipplewood Advisors
Colorado
$3.98K
WIM
471
Westside Investment Management
California
$3.74K
OC
472
Oakworth Capital
Alabama
$3.7K
DPW
473
DiNuzzo Private Wealth
Pennsylvania
$3.42K
HCP
474
Hexagon Capital Partners
Arkansas
$3.13K
HI
475
Horizon Investments
North Carolina
$2.56K