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Primerica

505 hedge funds and large institutions have $7.44B invested in Primerica in 2026 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 191 increasing their positions, 165 reducing their positions, and 51 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 → $7.44B (-$325M)

1% less funds holding

Funds holding: 511505 (-6)

83% less call options, than puts

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

Holders
505
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
ZBNA
476
Zions Bancorporation, National Association
Utah
$2K
DF
477
Dunhill Financial
United Kingdom
$1.94K
FPF
478
First Pacific Financial
Washington
$1.78K
FHC
479
First Horizon Corporation
Tennessee
$1.75K
HFS
480
Hughes Financial Services
Virginia
$1.75K
BFS
481
Bare Financial Services
Pennsylvania
$1.5K
KG
482
Kilter Group
New York
$1.5K
S
483
Sachetta
Massachusetts
$1.25K
JWM
484
JPL Wealth Management
Colorado
$1.25K
WETS
485
Wealth Enhancement Trust Services
South Dakota
$1.25K
BHWM
486
Bay Harbor Wealth Management
Maryland
$1.25K
CSP
487
Cary Street Partners
Virginia
$1.25K
GEA
488
Glen Eagle Advisors
New Jersey
$1.03K
CH
489
Cromwell Holdings
Wyoming
$1K
MCM
490
Manchester Capital Management
Vermont
$1K
CTC
491
Central Trust Company
Missouri
$752
PWPS
492
Pinnacle Wealth Planning Services
Ohio
$751
CFD
493
Creative Financial Designs
Indiana
$751
IWS
494
Intentional Wealth Strategies
Colorado
$751
VWM
495
Vermillion Wealth Management
Minnesota
$751
EP
496
Essential Partners
California
$501
HIA
497
HFM Investment Advisors
New Jersey
$501
BIM
498
Breakwater Investment Management
Washington
$501
SL
499
Salomon & Ludwin
Virginia
$254
DF
500
DecisionPoint Financial
Arizona
$251