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Primerica

508 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, 208 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)

27% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 208

Holders
508
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
BGAI
476
Bruce G. Allen Investments
Colorado
$2.07K
EWP
477
Elevation Wealth Partners
California
$2.07K
FPF
478
First Pacific Financial
Washington
$1.82K
TFA
479
Transamerica Financial Advisors
Florida
$1.82K
FHC
480
First Horizon Corporation
Tennessee
$1.81K
STB
481
S&T Bank
Pennsylvania
$1.81K
RWM
482
Rialto Wealth Management
New York
$1.55K
TPBG
483
Turning Point Benefit Group
Maryland
$1.55K
PWPS
484
Pinnacle Wealth Planning Services
Ohio
$1.55K
S
485
Sachetta
Massachusetts
$1.29K
WETS
486
Wealth Enhancement Trust Services
South Dakota
$1.29K
GEA
487
Glen Eagle Advisors
New Jersey
$1.06K
VWA
488
Valued Wealth Advisors
Utah
$1.04K
MCM
489
Manchester Capital Management
Vermont
$1.03K
BHWM
490
Bay Harbor Wealth Management
Maryland
$1.03K
CH
491
Cromwell Holdings
Wyoming
$1.03K
AW
492
Avion Wealth
Texas
$1K
CI
493
CX Institutional
Indiana
$1K
CTC
494
Central Trust Company
Missouri
$776
CFD
495
Creative Financial Designs
Indiana
$775
IPS
496
Investors Portfolio Services
Washington
$546
HIA
497
HFM Investment Advisors
New Jersey
$517
HFS
498
Hughes Financial Services
Virginia
$517
SL
499
Salomon & Ludwin
Virginia
$262
QWM
500
Quaker Wealth Management
New Jersey
$259