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Primerica

500 hedge funds and large institutions have $7.43B invested in Primerica in 2026 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 189 increasing their positions, 164 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $7.76B → $7.43B (-$329M)

2% less funds holding

Funds holding: 509500 (-9)

83% less call options, than puts

Call options by funds: $1.58M | Put options by funds: $9.19M

Holders
500
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.58M
Puts
$9.19M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
476
Bare Financial Services
Pennsylvania
$1.5K
KG
477
Kilter Group
New York
$1.5K
S
478
Sachetta
Massachusetts
$1.25K
JWM
479
JPL Wealth Management
Colorado
$1.25K
WETS
480
Wealth Enhancement Trust Services
South Dakota
$1.25K
BHWM
481
Bay Harbor Wealth Management
Maryland
$1.25K
CSP
482
Cary Street Partners
Virginia
$1.25K
GEA
483
Glen Eagle Advisors
New Jersey
$1.03K
MCM
484
Manchester Capital Management
Vermont
$1K
CH
485
Cromwell Holdings
Wyoming
$1K
CTC
486
Central Trust Company
Missouri
$752
PWPS
487
Pinnacle Wealth Planning Services
Ohio
$751
CFD
488
Creative Financial Designs
Indiana
$751
VWM
489
Vermillion Wealth Management
Minnesota
$751
IWS
490
Intentional Wealth Strategies
Colorado
$751
EPL
491
Essential Partners LLC
California
$501
HIA
492
HFM Investment Advisors
New Jersey
$501
BIM
493
Breakwater Investment Management
Washington
$501
SL
494
Salomon & Ludwin
Virginia
$254
DF
495
DecisionPoint Financial
Arizona
$251
CA
496
CoreCap Advisors
Michigan
$250
SS
497
SBI Securities
Japan
$250
SEP
498
Signature Equity Partners
Ohio
$250
CW
499
Curio Wealth
Maryland
$250
RCM
500
Raleigh Capital Management
North Carolina
$9