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Primerica

496 hedge funds and large institutions have $8.31B invested in Primerica in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 173 increasing their positions, 185 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $1.8M | Put options by funds: $1.25M

0.57% more ownership

Funds ownership: 92.02%92.59% (+0.57%)

0% less capital invested

Capital invested by funds: $8.33B → $8.31B (-$19.7M)

6% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 185

4% less funds holding

Funds holding: 517496 (-21)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

23% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 66

Holders
496
Holders Change
-21
Holders Change %
-4.06%
% of All Funds
6.51%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
51
Increased
173
Reduced
185
Closed
66
Calls
$1.8M
Puts
$1.25M
Net Calls
+$555K
Net Calls Change
+$472K
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
451
Bogart Wealth LLC
Virginia
$6.38K
EPW
452
Evergreen Private Wealth
Colorado
$5.83K
TCM
453
TD Capital Management
Tennessee
$4.51K
HNW
454
High Note Wealth
Minnesota
$4.44K
MAS
455
MPWM Advisory Solutions
Georgia
$3.89K
FFO
456
Fortitude Family Office
Arizona
$3.89K +$1.07K +4 +40%
WA
457
WPG Advisers
Maryland
$3.61K
HI
458
Harbour Investments
Wisconsin
$3.33K +$805 +3 +33%
DPW
459
DiNuzzo Private Wealth
Pennsylvania
$2.96K
BIA
460
Bell Investment Advisors
California
$2.5K
FMP
461
Financial Management Professionals
Texas
$2.5K
RF
462
Rossby Financial
Florida
$2.49K +$2.42K +9 New
BGAI
463
Bruce G. Allen Investments
Colorado
$2.22K
FPF
464
First Pacific Financial
Washington
$1.95K
FHC
465
First Horizon Corporation
Tennessee
$1.94K +$1.88K +7 New
STB
466
S&T Bank
Pennsylvania
$1.67K -$1.61K -6 -50%
TIM
467
Tortoise Investment Management
New York
$1.67K +$268 +1 +20%
TFA
468
Transamerica Financial Advisors
Florida
$1.39K +$1.61K +6 New
S
469
Sachetta
Massachusetts
$1.39K
JWM
470
JPL Wealth Management
Colorado
$1.39K +$1.34K +5 New
Q1WB
471
Quest 10 Wealth Builders
Virginia
$1.39K +$1.34K +5 New
GEA
472
Glen Eagle Advisors
New Jersey
$1.14K
VWA
473
Valued Wealth Advisors
Utah
$1.12K -$268 -1 -20%
MCM
474
Manchester Capital Management
Vermont
$1.11K -$198K -737 -99%
CH
475
Cromwell Holdings
Wyoming
$1.11K

PRI Hedge Fund Activity: Q3 2025 in Review

496 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q3 2025, worth a combined $8.31B — down 0.24% from $8.33B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of PRI and 51 opened new positions — a net loss of 15 holders — while 185 trimmed existing stakes and 173 added.

The largest buyer was Nordea Investment Management, opening a new position worth an estimated $49.5M. The largest seller was BAMCO Inc, cutting an estimated $48.5M.

  • 496 institutional investors held Primerica (PRI) as of Q3 2025, down from 517 in Q2 2025.
  • Funds reported $8.31B of Primerica stock for Q3 2025, down 0.24% quarter-over-quarter.
  • 51 funds opened new Primerica positions in Q3 2025 and 66 closed out, a net change of -15 holders.
  • The largest Primerica buyer in Q3 2025 was Nordea Investment Management, an estimated $49.5M added.
  • The largest Primerica seller in Q3 2025 was BAMCO Inc, an estimated $48.5M sold.

Based on aggregated 13F filings for Q3 2025.