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Primerica

506 hedge funds and large institutions have $7.76B invested in Primerica in 2025 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 150 increasing their positions, 207 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

25% less call options, than puts

Call options by funds: $1.27M | Put options by funds: $1.68M

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

28% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 207

Holders
506
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.27M
Puts
$1.68M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPF
476
First Pacific Financial
Washington
$1.82K
TFA
477
Transamerica Financial Advisors
Florida
$1.82K
FHC
478
First Horizon Corporation
Tennessee
$1.81K
STB
479
S&T Bank
Pennsylvania
$1.81K
RWM
480
Rialto Wealth Management
New York
$1.55K
TPBG
481
Turning Point Benefit Group
Maryland
$1.55K
PWPS
482
Pinnacle Wealth Planning Services
Ohio
$1.55K
S
483
Sachetta
Massachusetts
$1.29K
WETS
484
Wealth Enhancement Trust Services
South Dakota
$1.29K
GEA
485
Glen Eagle Advisors
New Jersey
$1.06K
VWA
486
Valued Wealth Advisors
Utah
$1.04K
MCM
487
Manchester Capital Management
Vermont
$1.03K
BHWM
488
Bay Harbor Wealth Management
Maryland
$1.03K
CH
489
Cromwell Holdings
Wyoming
$1.03K
AW
490
Avion Wealth
Texas
$1K
CI
491
CX Institutional
Indiana
$1K
CTC
492
Central Trust Company
Missouri
$776
CFD
493
Creative Financial Designs
Indiana
$775
IPS
494
Investors Portfolio Services
Washington
$546
HIA
495
HFM Investment Advisors
New Jersey
$517
HFS
496
Hughes Financial Services
Virginia
$517
SL
497
Salomon & Ludwin
Virginia
$262
QWM
498
Quaker Wealth Management
New Jersey
$259
DF
499
DecisionPoint Financial
Arizona
$259
Optiver Holding
500
Optiver Holding
Netherlands
$258