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Primerica

493 hedge funds and large institutions have $8.31B invested in Primerica in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 170 increasing their positions, 185 reducing their positions, and 67 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:

5% less funds holding

Funds holding: 517493 (-24)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

22% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 67

Holders
493
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
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
451
TD Capital Management
Tennessee
$4.51K
HNW
452
High Note Wealth
Minnesota
$4.44K
MAS
453
MPWM Advisory Solutions
Georgia
$3.89K
FFO
454
Fortitude Family Office
Arizona
$3.89K
WA
455
WPG Advisers
Maryland
$3.61K
HI
456
Harbour Investments
Wisconsin
$3.33K
DPW
457
DiNuzzo Private Wealth
Pennsylvania
$2.96K
BIA
458
Bell Investment Advisors
California
$2.5K
FMP
459
Financial Management Professionals
Texas
$2.5K
RF
460
Rossby Financial
Florida
$2.49K
BGAI
461
Bruce G. Allen Investments
Colorado
$2.22K
FPF
462
First Pacific Financial
Washington
$1.95K
FHC
463
First Horizon Corporation
Tennessee
$1.94K
STB
464
S&T Bank
Pennsylvania
$1.67K
TIM
465
Tortoise Investment Management
New York
$1.67K
TFA
466
Transamerica Financial Advisors
Florida
$1.39K
S
467
Sachetta
Massachusetts
$1.39K
JWM
468
JPL Wealth Management
Colorado
$1.39K
Q1WB
469
Quest 10 Wealth Builders
Virginia
$1.39K
GEA
470
Glen Eagle Advisors
New Jersey
$1.14K
VWA
471
Valued Wealth Advisors
Utah
$1.12K
MCM
472
Manchester Capital Management
Vermont
$1.11K
CH
473
Cromwell Holdings
Wyoming
$1.11K
BHWM
474
Bay Harbor Wealth Management
Maryland
$1.11K
BFS
475
Bare Financial Services
Pennsylvania
$1.11K