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Primerica

508 hedge funds and large institutions have $8.73B invested in Primerica in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 178 increasing their positions, 168 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
+21
Holders Change %
+4.31%
% of All Funds
6.9%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
76
Increased
178
Reduced
168
Closed
45
Calls
$1.22M
Puts
$825K
Net Calls
+$398K
Net Calls Change
+$100K
Name Holding Trade Value Shares
Change
Shares
Change %
FMP
476
Financial Management Professionals
Texas
$2.56K
BIA
477
Bell Investment Advisors
California
$2.56K
SIC
478
SJS Investment Consulting
Ohio
$2.56K
HI
479
Horizon Investments
North Carolina
$2.56K
NC
480
NewSquare Capital
Pennsylvania
$2.56K +$1.99K +7 +350%
National Bank of Canada
481
National Bank of Canada
Quebec, Canada
$2.28K +$2.28K +8 New
RWM
482
Rialto Wealth Management
New York
$2.28K +$2.28K +8 New
BGAI
483
Bruce G. Allen Investments
Colorado
$2.28K
GFPC
484
Global Financial Private Client
Florida
$2.28K +$1.42K +5 +167%
FHA
485
First Horizon Advisors
Tennessee
$1.99K
FPF
486
First Pacific Financial
Washington
$1.99K +$1.99K +7 New
SIS
487
Sound Income Strategies
Florida
$1.75K
STB
488
S&T Bank
Pennsylvania
$1.71K +$1.71K +6 New
VWA
489
Valued Wealth Advisors
Utah
$1.43K
S
490
Sachetta
Massachusetts
$1.42K
WA
491
WPG Advisers
Maryland
$1.42K +$1.42K +5 New
GEA
492
Glen Eagle Advisors
New Jersey
$1.15K
MCM
493
Manchester Capital Management
Vermont
$1.14K +$285 +1 +33%
CTC
494
Central Trust Company
Missouri
$854
CFD
495
Creative Financial Designs
Indiana
$854 +$854 +3 New
PWM
496
Parkworth Wealth Management
California
$569
BFS
497
Bare Financial Services
Pennsylvania
$569 +$569 +2 New
PCTC
498
Perkins Coie Trust Company
Washington
$569 +$569 +2 New
CFO
499
CVA Family Office
Colorado
$569 +$569 +2 New
CA
500
CoreCap Advisors
Michigan
$285