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Primerica

508 hedge funds and large institutions have $8.74B 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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.26% more ownership

Funds ownership: 91.13%93.39% (+2.3%)

6% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 168

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

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