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Primerica
PRI

509 hedge funds and large institutions have $8.75B invested in Primerica in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 180 increasing their positions, 170 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 44

48% more call options, than puts

Call options by funds: $1.22M | Put options by funds: $825K

6% more capital invested

Capital invested by funds: $8.26B → $8.75B (+$482M)

4% more funds holding

Funds holding: 488 → 509 (+21)

2.26% more ownership

Funds ownership: 91.23% → 93.49% (+2.3%)

6% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 170

18% less funds holding in top 10

Funds holding in top 10: 11 → 9 (-2)

Holders
509
Holders Change
+21
Holders Change %
+4.3%
% of All Funds
6.82%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
73
Increased
180
Reduced
170
Closed
44
Calls
$1.22M
Puts
$825K
Net Calls
+$398K
Net Calls Change
+$100K

Top Buyers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
+$99.2M
2
First Trust Advisors
First Trust Advisors
Illinois
+$85.3M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$56.9M
4
Bank of America
Bank of America
North Carolina
+$13.5M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$11.5M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$36.7M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$17.8M
3
BAMCO Inc
BAMCO Inc
New York
-$14.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$13.4M
5
CSS
Cubist Systematic Strategies
Connecticut
-$12.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
476
Bell Investment Advisors
California
$2.56K – – –
FMP
477
Financial Management Professionals
Texas
$2.56K – – –
HI
478
Harbour Investments
Wisconsin
$2.56K – – –
HI
479
Horizon Investments
North Carolina
$2.56K – – –
SIC
480
SJS Investment Consulting
Ohio
$2.56K – – –
NC
481
NewSquare Capital
Pennsylvania
$2.56K +$1.99K +7 +350%
National Bank of Canada
482
National Bank of Canada
Quebec, Canada
$2.28K +$2.28K +8 New
RWM
483
Rialto Wealth Management
New York
$2.28K +$2.28K +8 New
BGAI
484
Bruce G. Allen Investments
Colorado
$2.28K – – –
GFPC
485
Global Financial Private Client
Florida
$2.28K +$1.43K +5 +167%
FHA
486
First Horizon Advisors
Tennessee
$1.99K – – –
FPF
487
First Pacific Financial
Washington
$1.99K +$1.99K +7 New
SIS
488
Sound Income Strategies
Florida
$1.75K – – –
STB
489
S&T Bank
Pennsylvania
$1.71K +$1.71K +6 New
VWA
490
Valued Wealth Advisors
Utah
$1.43K – – –
S
491
Sachetta
Massachusetts
$1.42K – – –
WA
492
WPG Advisers
Maryland
$1.42K +$1.43K +5 New
GEA
493
Glen Eagle Advisors
New Jersey
$1.15K – – –
MCM
494
Manchester Capital Management
Vermont
$1.14K +$285 +1 +33%
CTC
495
Central Trust Company
Missouri
$854 – – –
CFD
496
Creative Financial Designs
Indiana
$854 +$855 +3 New
PWM
497
Parkworth Wealth Management
California
$569 – – –
BFS
498
Bare Financial Services
Pennsylvania
$569 +$570 +2 New
CFO
499
CVA Family Office
Colorado
$569 +$570 +2 New
PCTC
500
Perkins Coie Trust Company
Washington
$569 +$570 +2 New
18 19
20
21 22

PRI Hedge Fund Activity: Q1 2025 in Review

509 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q1 2025, worth a combined $8.75B — up 5.8% from $8.26B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new PRI positions and 44 closed out — a net gain of 29 holders — while 180 added to existing stakes and 170 trimmed.

The largest buyer was Nuveen, adding an estimated $99.2M. The largest seller was Millennium Management, cutting an estimated $36.7M.

  • 509 institutional investors held Primerica (PRI) as of Q1 2025, up from 488 in Q4 2024.
  • Funds reported $8.75B of Primerica stock for Q1 2025, up 5.8% quarter-over-quarter.
  • 73 funds opened new Primerica positions in Q1 2025 and 44 closed out, a net change of +29 holders.
  • The largest Primerica buyer in Q1 2025 was Nuveen, an estimated $99.2M added.
  • The largest Primerica seller in Q1 2025 was Millennium Management, an estimated $36.7M sold.

Based on aggregated 13F filings for Q1 2025.