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Primerica

501 hedge funds and large institutions have $7.43B invested in Primerica in 2026 Q1 according to their latest regulatory filings, with 59 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 (-$326M)

2% less funds holding

Funds holding: 509501 (-8)

83% less call options, than puts

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

Holders
501
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
HFS
476
Hughes Financial Services
Virginia
$1.75K
BFS
477
Bare Financial Services
Pennsylvania
$1.5K
KG
478
Kilter Group
New York
$1.5K
S
479
Sachetta
Massachusetts
$1.25K
JWM
480
JPL Wealth Management
Colorado
$1.25K
WETS
481
Wealth Enhancement Trust Services
South Dakota
$1.25K
BHWM
482
Bay Harbor Wealth Management
Maryland
$1.25K
CSP
483
Cary Street Partners
Virginia
$1.25K
GEA
484
Glen Eagle Advisors
New Jersey
$1.03K
MCM
485
Manchester Capital Management
Vermont
$1K
CH
486
Cromwell Holdings
Wyoming
$1K
CTC
487
Central Trust Company
Missouri
$752
PWPS
488
Pinnacle Wealth Planning Services
Ohio
$751
CFD
489
Creative Financial Designs
Indiana
$751
IWS
490
Intentional Wealth Strategies
Colorado
$751
VWM
491
Vermillion Wealth Management
Minnesota
$751
EPL
492
Essential Partners LLC
California
$501
HIA
493
HFM Investment Advisors
New Jersey
$501
BIM
494
Breakwater Investment Management
Washington
$501
SL
495
Salomon & Ludwin
Virginia
$254
DF
496
DecisionPoint Financial
Arizona
$251
SS
497
SBI Securities
Japan
$250
CA
498
CoreCap Advisors
Michigan
$250
SEP
499
Signature Equity Partners
Ohio
$250
CW
500
Curio Wealth
Maryland
$250