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Primerica

508 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, 151 increasing their positions, 208 reducing their positions, and 52 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)

27% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 208

Holders
508
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
SA
451
SRH Advisors
Kansas
$9.82K
RIL
452
Rothschild Investment LLC
Illinois
$9.3K
CAL
453
Capital Advisors Ltd
Ohio
$9K
AF
454
Advisornet Financial
Minnesota
$7.75K
DWM
455
Dogwood Wealth Management
Kansas
$7.75K
FDW
456
Fourth Dimension Wealth
Ohio
$7.75K
FMII
457
Farmers & Merchants Investments Inc
Nebraska
$7.49K
KFAS
458
Keating Financial Advisory Services
Kansas
$6.72K
AIM
459
Anchor Investment Management
South Carolina
$6.46K
EF
460
Entrust Financial
Pennsylvania
$6.46K
BWL
461
Bogart Wealth LLC
Virginia
$5.94K
SAG
462
SageView Advisory Group
California
$5.17K
HNW
463
High Note Wealth
Minnesota
$4.39K
TCM
464
TD Capital Management
Tennessee
$4.21K
FFO
465
Fortitude Family Office
Arizona
$3.88K
SIS
466
Sound Income Strategies
Florida
$3.72K
MAS
467
MPWM Advisory Solutions
Georgia
$3.62K
WA
468
WPG Advisers
Maryland
$3.62K
RF
469
Rossby Financial
Florida
$3.62K
HI
470
Harbour Investments
Wisconsin
$3.36K
DPW
471
DiNuzzo Private Wealth
Pennsylvania
$2.84K
CPG
472
Cornerstone Planning Group
New Jersey
$2.59K
OP
473
ORG Partners
Indiana
$2.58K
BIA
474
Bell Investment Advisors
California
$2.33K
FMP
475
Financial Management Professionals
Texas
$2.33K