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Primerica
PRI

517 hedge funds and large institutions have $8.33B invested in Primerica in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 186 increasing their positions, 179 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 52

2% more funds holding

Funds holding: 509 → 517 (+8)

7% more call options, than puts

Call options by funds: $1.31M | Put options by funds: $1.23M

4% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 179

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

5% less capital invested

Capital invested by funds: $8.75B → $8.33B (-$413M)

1.47% less ownership

Funds ownership: 93.49% → 92.02% (-1.5%)

Holders
517
Holders Change
+8
Holders Change %
+1.57%
% of All Funds
6.81%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
63
Increased
186
Reduced
179
Closed
52
Calls
$1.31M
Puts
$1.23M
Net Calls
+$83K
Net Calls Change
-$315K

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$30.7M
2
CCM
Copeland Capital Management
Pennsylvania
+$26.6M
3
Millennium Management
Millennium Management
New York
+$26.4M
4
UBS AM
UBS AM
Illinois
+$15.7M
5
Two Sigma Investments
Two Sigma Investments
New York
+$11.6M

Top Sellers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
-$97M
2
AM
AGF Management
Ontario, Canada
-$57.9M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$21.4M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$20.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$18.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
476
TD Capital Management
Tennessee
$4.43K – – –
HNW
477
High Note Wealth
Minnesota
$4.38K – – –
AAS
478
Ameritas Advisory Services
Nebraska
$4.38K +$4.24K +16 New
WA
479
Whipplewood Advisors
Colorado
$3.83K -$8.48K -32 -70%
MAS
480
MPWM Advisory Solutions
Georgia
$3.83K – – –
WA
481
WPG Advisers
Maryland
$3.56K +$2.12K +8 +160%
STB
482
S&T Bank
Pennsylvania
$3.28K +$1.59K +6 +100%
DPW
483
DiNuzzo Private Wealth
Pennsylvania
$3.01K -$265 -1 -8%
FFO
484
Fortitude Family Office
Arizona
$2.74K +$2.65K +10 New
BIA
485
Bell Investment Advisors
California
$2.46K – – –
FMP
486
Financial Management Professionals
Texas
$2.46K – – –
HI
487
Harbour Investments
Wisconsin
$2.46K – – –
HI
488
Horizon Investments
North Carolina
$2.46K – – –
BGAI
489
Bruce G. Allen Investments
Colorado
$2.19K – – –
CT
490
Clearstead Trust
Maine
$1.92K -$2.38K -9 -56%
FPF
491
First Pacific Financial
Washington
$1.92K – – –
VWA
492
Valued Wealth Advisors
Utah
$1.38K – – –
SIC
493
SJS Investment Consulting
Ohio
$1.37K -$1.06K -4 -44%
S
494
Sachetta
Massachusetts
$1.37K – – –
TIM
495
Tortoise Investment Management
New York
$1.37K +$1.32K +5 New
GEA
496
Glen Eagle Advisors
New Jersey
$1.11K – – –
TWD
497
True Wealth Design
Ohio
$1.09K -$28.4K -107 -96%
CH
498
Cromwell Holdings
Wyoming
$1.09K +$1.06K +4 New
AW
499
Avion Wealth
Texas
$1K +$530 +2 +67%
CTC
500
Central Trust Company
Missouri
$822 – – –
18 19
20
21 22

PRI Hedge Fund Activity: Q2 2025 in Review

517 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q2 2025, worth a combined $8.33B — down 4.7% from $8.75B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new PRI positions and 52 closed out — a net gain of 11 holders — while 186 added to existing stakes and 179 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $30.7M. The largest seller was Nuveen, cutting an estimated $97M.

  • 517 institutional investors held Primerica (PRI) as of Q2 2025, up from 509 in Q1 2025.
  • Funds reported $8.33B of Primerica stock for Q2 2025, down 4.7% quarter-over-quarter.
  • 63 funds opened new Primerica positions in Q2 2025 and 52 closed out, a net change of +11 holders.
  • The largest Primerica buyer in Q2 2025 was First Trust Advisors, an estimated $30.7M added.
  • The largest Primerica seller in Q2 2025 was Nuveen, an estimated $97M sold.

Based on aggregated 13F filings for Q2 2025.