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Primerica

495 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, 172 increasing their positions, 185 reducing their positions, and 66 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:

4% less funds holding

Funds holding: 516495 (-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
495
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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

Top Sellers

1 -$48.5M
2 -$36.6M
3 -$22.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$22.2M
5
BWA
Brave Warrior Advisors
New York
-$19.1M
Name Holding Trade Value Shares
Change
Change in
Stake
EPW
451
Evergreen Private Wealth
Colorado
$5.83K
TCM
452
TD Capital Management
Tennessee
$4.51K
HNW
453
High Note Wealth
Minnesota
$4.44K
MAS
454
MPWM Advisory Solutions
Georgia
$3.89K
FFO
455
Fortitude Family Office
Arizona
$3.89K
WA
456
WPG Advisers
Maryland
$3.61K
HI
457
Harbour Investments
Wisconsin
$3.33K
DPW
458
DiNuzzo Private Wealth
Pennsylvania
$2.96K
BIA
459
Bell Investment Advisors
California
$2.5K
FMP
460
Financial Management Professionals
Texas
$2.5K
RF
461
Rossby Financial
Florida
$2.49K
BGAI
462
Bruce G. Allen Investments
Colorado
$2.22K
FPF
463
First Pacific Financial
Washington
$1.95K
FHC
464
First Horizon Corporation
Tennessee
$1.94K
STB
465
S&T Bank
Pennsylvania
$1.67K
TIM
466
Tortoise Investment Management
New York
$1.67K
TFA
467
Transamerica Financial Advisors
Florida
$1.39K
S
468
Sachetta
Massachusetts
$1.39K
Q1WB
469
Quest 10 Wealth Builders
Virginia
$1.39K
JWM
470
JPL Wealth Management
Colorado
$1.39K
GEA
471
Glen Eagle Advisors
New Jersey
$1.14K
VWA
472
Valued Wealth Advisors
Utah
$1.12K
MCM
473
Manchester Capital Management
Vermont
$1.11K
CH
474
Cromwell Holdings
Wyoming
$1.11K
BHWM
475
Bay Harbor Wealth Management
Maryland
$1.11K