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Primerica

517 hedge funds and large institutions have $8.34B invested in Primerica in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 186 increasing their positions, 180 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
517
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.31M
Puts
$1.23M
Net Calls
Net Calls Change

Top Buyers

1 +$31.7M
2 +$27.4M
3 +$27.3M
4
UBS AM
UBS AM
Illinois
+$16.2M
5
Two Sigma Investments
Two Sigma Investments
New York
+$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
NC
501
NewSquare Capital
Pennsylvania
$821
CFD
502
Creative Financial Designs
Indiana
$821
BHWM
503
Bay Harbor Wealth Management
Maryland
$821
HIA
504
HFM Investment Advisors
New Jersey
$821
RWM
505
Rialto Wealth Management
New York
$548
PWM
506
Parkworth Wealth Management
California
$547
PWA
507
Principia Wealth Advisory
Texas
$547
HFS
508
Hughes Financial Services
Virginia
$534
CPG
509
Cornerstone Planning Group
New Jersey
$528
DF
510
DecisionPoint Financial
Arizona
$279
RCM
511
Raleigh Capital Management
North Carolina
$275
SS
512
SBI Securities
Japan
$274
SC
513
SouthState Corp
Florida
$274
CA
514
CoreCap Advisors
Michigan
$274
SC
515
Stephens Consulting
Michigan
$274
CIAS
516
CBIZ Investment Advisory Services
Ohio
$274
QWM
517
Quaker Wealth Management
New Jersey
$274
CF
518
Corebridge Financial
Texas
LIP
519
Lighthouse Investment Partners
Florida
TC
520
TwinBeech Capital
New York
IC
521
IEQ Capital
California
LS
522
Livforsakringsbolaget Skandia
Sweden
OIAM
523
OFI Invest Asset Management
France
LCM
524
LRT Capital Management
Texas
OAC
525
OMERS Administration Corp
Ontario, Canada