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Primerica

500 hedge funds and large institutions have $7.43B invested in Primerica in 2026 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 189 increasing their positions, 164 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $7.76B → $7.43B (-$329M)

2% less funds holding

Funds holding: 509500 (-9)

83% less call options, than puts

Call options by funds: $1.58M | Put options by funds: $9.19M

Holders
500
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.58M
Puts
$9.19M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
451
TD Capital Management
Tennessee
$4.1K
HNW
452
High Note Wealth
Minnesota
$4.01K
TPWA
453
Twin Peaks Wealth Advisors
California
$4.01K
OCWP
454
Owl Creek Wealth Partners
Colorado
$3.76K
SIS
455
Sound Income Strategies
Florida
$3.55K
MAS
456
MPWM Advisory Solutions
Georgia
$3.51K
WA
457
WPG Advisers
Maryland
$3.26K
RWM
458
Rialto Wealth Management
New York
$3.01K
CPG
459
Cornerstone Planning Group
New Jersey
$2.77K
VWA
460
Valued Wealth Advisors
Utah
$2.77K
DPW
461
DiNuzzo Private Wealth
Pennsylvania
$2.76K
BIA
462
Bell Investment Advisors
California
$2.76K
CA
463
Clearstead Advisors
Ohio
$2.5K
WA
464
Whipplewood Advisors
Colorado
$2.5K
TFA
465
Transamerica Financial Advisors
Florida
$2.27K
FMP
466
Financial Management Professionals
Texas
$2.25K
UFPG
467
United Financial Planning Group
New York
$2.25K
EWP
468
Elevation Wealth Partners
California
$2K
BGAI
469
Bruce G. Allen Investments
Colorado
$2K
ZBNA
470
Zions Bancorporation, National Association
Utah
$2K
MAM
471
Marquette Asset Management
Minnesota
$2K
DF
472
Dunhill Financial
United Kingdom
$1.94K
FPF
473
First Pacific Financial
Washington
$1.78K
FHC
474
First Horizon Corporation
Tennessee
$1.75K
HFS
475
Hughes Financial Services
Virginia
$1.75K