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Primerica

505 hedge funds and large institutions have $7.44B invested in Primerica in 2026 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 191 increasing their positions, 165 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

16% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 165

16% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 51

0.16% less ownership

Funds ownership: 93.96%93.81% (-0.16%)

4% less capital invested

Capital invested by funds: $7.76B → $7.44B (-$325M)

1% less funds holding

Funds holding: 511505 (-6)

83% less call options, than puts

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

Holders
505
Holders Change
-6
Holders Change %
-1.17%
% of All Funds
6.22%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
59
Increased
191
Reduced
165
Closed
51
Calls
$1.58M
Puts
$9.19M
Net Calls
-$7.61M
Net Calls Change
-$7.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ZBNA
476
Zions Bancorporation, National Association
Utah
$2K +$2.06K +8 New
DF
477
Dunhill Financial
United Kingdom
$1.94K +$1.55K +6 +600%
FPF
478
First Pacific Financial
Washington
$1.78K
FHC
479
First Horizon Corporation
Tennessee
$1.75K
HFS
480
Hughes Financial Services
Virginia
$1.75K +$1.29K +5 +250%
BFS
481
Bare Financial Services
Pennsylvania
$1.5K +$1.55K +6 New
KG
482
Kilter Group
New York
$1.5K +$1.55K +6 New
S
483
Sachetta
Massachusetts
$1.25K
JWM
484
JPL Wealth Management
Colorado
$1.25K +$1.29K +5 New
WETS
485
Wealth Enhancement Trust Services
South Dakota
$1.25K
BHWM
486
Bay Harbor Wealth Management
Maryland
$1.25K +$258 +1 +25%
CSP
487
Cary Street Partners
Virginia
$1.25K +$1.29K +5 New
GEA
488
Glen Eagle Advisors
New Jersey
$1.03K
CH
489
Cromwell Holdings
Wyoming
$1K
MCM
490
Manchester Capital Management
Vermont
$1K
CTC
491
Central Trust Company
Missouri
$752
PWPS
492
Pinnacle Wealth Planning Services
Ohio
$751 -$774 -3 -50%
CFD
493
Creative Financial Designs
Indiana
$751
IWS
494
Intentional Wealth Strategies
Colorado
$751 +$774 +3 New
VWM
495
Vermillion Wealth Management
Minnesota
$751 +$774 +3 New
EP
496
Essential Partners
California
$501 -$7.48K -29 -94%
HIA
497
HFM Investment Advisors
New Jersey
$501
BIM
498
Breakwater Investment Management
Washington
$501 +$516 +2 New
SL
499
Salomon & Ludwin
Virginia
$254
DF
500
DecisionPoint Financial
Arizona
$251