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Primerica

506 hedge funds and large institutions have $7.76B invested in Primerica in 2025 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 150 increasing their positions, 207 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

25% less call options, than puts

Call options by funds: $1.27M | Put options by funds: $1.68M

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

28% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 207

Holders
506
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.27M
Puts
$1.68M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
451
Capital Advisors Ltd
Ohio
$9K
AF
452
Advisornet Financial
Minnesota
$7.75K
DWM
453
Dogwood Wealth Management
Kansas
$7.75K
FDW
454
Fourth Dimension Wealth
Ohio
$7.75K
FMII
455
Farmers & Merchants Investments Inc
Nebraska
$7.49K
KFAS
456
Keating Financial Advisory Services
Kansas
$6.72K
AIM
457
Anchor Investment Management
South Carolina
$6.46K
EF
458
Entrust Financial
Pennsylvania
$6.46K
BWL
459
Bogart Wealth LLC
Virginia
$5.94K
SAG
460
SageView Advisory Group
California
$5.17K
HNW
461
High Note Wealth
Minnesota
$4.39K
TCM
462
TD Capital Management
Tennessee
$4.21K
FFO
463
Fortitude Family Office
Arizona
$3.88K
SIS
464
Sound Income Strategies
Florida
$3.72K
MAS
465
MPWM Advisory Solutions
Georgia
$3.62K
WA
466
WPG Advisers
Maryland
$3.62K
RF
467
Rossby Financial
Florida
$3.62K
HI
468
Harbour Investments
Wisconsin
$3.36K
DPW
469
DiNuzzo Private Wealth
Pennsylvania
$2.84K
CPG
470
Cornerstone Planning Group
New Jersey
$2.59K
OP
471
ORG Partners
Indiana
$2.58K
BIA
472
Bell Investment Advisors
California
$2.33K
FMP
473
Financial Management Professionals
Texas
$2.33K
BGAI
474
Bruce G. Allen Investments
Colorado
$2.07K
EWP
475
Elevation Wealth Partners
California
$2.07K