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Primerica
PRI

Overview Fund Activity

512 hedge funds and large institutions have $8.31B invested in Primerica in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 183 increasing their positions, 180 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
+4
Holders Change %
+0.79%
% of All Funds
6.87%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
61
Increased
183
Reduced
180
Closed
52
Calls
$1.31M
Puts
$1.23M
Net Calls
+$83K
Net Calls Change
-$315K

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$120M
2
CCM
Copeland Capital Management
Pennsylvania
$27.4M
3
Millennium Management
Millennium Management
New York
$57.8M
4
UBS AM
UBS AM
Illinois
$56.5M
5
Two Sigma Investments
Two Sigma Investments
New York
$14.7M

Top Sellers

1
NL
Nuveen LLC
North Carolina
$49.9M
2
AM
AGF Management
Ontario, Canada
$114M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$953M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$203M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$789M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
476
WPG Advisers
Maryland
$3.56K +$2.19K +8 +160%
STB
477
S&T Bank
Pennsylvania
$3.28K +$1.64K +6 +100%
DPW
478
DiNuzzo Private Wealth
Pennsylvania
$3.01K -$274 -1 -8%
FFO
479
Fortitude Family Office
Arizona
$2.74K +$2.74K +10 New
BIA
480
Bell Investment Advisors
California
$2.46K – – –
HI
481
Harbour Investments
Wisconsin
$2.46K – – –
HI
482
Horizon Investments
North Carolina
$2.46K – – –
FMP
483
Financial Management Professionals
Texas
$2.46K – – –
BGAI
484
Bruce G. Allen Investments
Colorado
$2.19K – – –
CT
485
Clearstead Trust
Maine
$1.92K -$2.46K -9 -56%
FPF
486
First Pacific Financial
Washington
$1.92K – – –
VWA
487
Valued Wealth Advisors
Utah
$1.38K – – –
SIC
488
SJS Investment Consulting
Ohio
$1.37K -$1.1K -4 -44%
S
489
Sachetta
Massachusetts
$1.37K – – –
TIM
490
Tortoise Investment Management
New York
$1.37K +$1.37K +5 New
GEA
491
Glen Eagle Advisors
New Jersey
$1.11K – – –
TWD
492
True Wealth Design
Ohio
$1.1K -$29.3K -107 -96%
CH
493
Cromwell Holdings
Wyoming
$1.1K +$1.1K +4 New
AW
494
Avion Wealth
Texas
$1K +$400 +2 +67%
CTC
495
Central Trust Company
Missouri
$822 – – –
NC
496
NewSquare Capital
Pennsylvania
$821 -$1.64K -6 -67%
CFD
497
Creative Financial Designs
Indiana
$821 – – –
HIA
498
HFM Investment Advisors
New Jersey
$821 +$547 +2 +200%
BHWM
499
Bay Harbor Wealth Management
Maryland
$821 +$547 +2 +200%
RWM
500
Rialto Wealth Management
New York
$548 -$1.64K -6 -75%
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