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Primerica

509 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, 151 increasing their positions, 209 reducing their positions, and 52 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: 151 | Existing positions reduced: 209

Holders
509
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
FMP
476
Financial Management Professionals
Texas
$2.33K
BGAI
477
Bruce G. Allen Investments
Colorado
$2.07K
EWP
478
Elevation Wealth Partners
California
$2.07K
FPF
479
First Pacific Financial
Washington
$1.82K
TFA
480
Transamerica Financial Advisors
Florida
$1.82K
FHC
481
First Horizon Corporation
Tennessee
$1.81K
STB
482
S&T Bank
Pennsylvania
$1.81K
RWM
483
Rialto Wealth Management
New York
$1.55K
PWPS
484
Pinnacle Wealth Planning Services
Ohio
$1.55K
TPBG
485
Turning Point Benefit Group
Maryland
$1.55K
S
486
Sachetta
Massachusetts
$1.29K
WETS
487
Wealth Enhancement Trust Services
South Dakota
$1.29K
GEA
488
Glen Eagle Advisors
New Jersey
$1.06K
VWA
489
Valued Wealth Advisors
Utah
$1.04K
MCM
490
Manchester Capital Management
Vermont
$1.03K
BHWM
491
Bay Harbor Wealth Management
Maryland
$1.03K
CH
492
Cromwell Holdings
Wyoming
$1.03K
AW
493
Avion Wealth
Texas
$1K
CI
494
CX Institutional
Indiana
$1K
CTC
495
Central Trust Company
Missouri
$776
CFD
496
Creative Financial Designs
Indiana
$775
IPS
497
Investors Portfolio Services
Washington
$546
HIA
498
HFM Investment Advisors
New Jersey
$517
HFS
499
Hughes Financial Services
Virginia
$517
SL
500
Salomon & Ludwin
Virginia
$262