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Primerica

517 hedge funds and large institutions have $8.33B invested in Primerica in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 186 increasing their positions, 179 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 52

2% more funds holding

Funds holding: 509517 (+8)

7% more call options, than puts

Call options by funds: $1.31M | Put options by funds: $1.23M

4% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 179

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

5% less capital invested

Capital invested by funds: $8.75B → $8.33B (-$413M)

1.47% less ownership

Funds ownership: 93.49%92.02% (-1.5%)

Holders
517
Holders Change
+8
Holders Change %
+1.57%
% of All Funds
6.81%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
63
Increased
186
Reduced
179
Closed
52
Calls
$1.31M
Puts
$1.23M
Net Calls
+$83K
Net Calls Change
-$315K
Name Holding Trade Value Shares
Change
Change in
Stake
NC
501
NewSquare Capital
Pennsylvania
$821 -$1.59K -6 -67%
CFD
502
Creative Financial Designs
Indiana
$821
BHWM
503
Bay Harbor Wealth Management
Maryland
$821 +$530 +2 +200%
HIA
504
HFM Investment Advisors
New Jersey
$821 +$530 +2 +200%
RWM
505
Rialto Wealth Management
New York
$548 -$1.59K -6 -75%
PWM
506
Parkworth Wealth Management
California
$547
PWA
507
Principia Wealth Advisory
Texas
$547 +$265 +1 +100%
HFS
508
Hughes Financial Services
Virginia
$534 +$530 +2 New
CPG
509
Cornerstone Planning Group
New Jersey
$528 +$530 +2 New
DF
510
DecisionPoint Financial
Arizona
$279 +$265 +1 New
RCM
511
Raleigh Capital Management
North Carolina
$275 +$265 +1 New
CA
512
CoreCap Advisors
Michigan
$274
SS
513
SBI Securities
Japan
$274
SC
514
SouthState Corp
Florida
$274
CIAS
515
CBIZ Investment Advisory Services
Ohio
$274 +$265 +1 New
QWM
516
Quaker Wealth Management
New Jersey
$274 +$265 +1 New
SC
517
Stephens Consulting
Michigan
$274 +$265 +1 New
CF
518
Corebridge Financial
Texas
-$10.5M -36,859 Closed
LIP
519
Lighthouse Investment Partners
Florida
-$8.52M -29,953 Closed
TC
520
TwinBeech Capital
New York
-$6.59M -23,148 Closed
IC
521
IEQ Capital
California
-$3.15M -11,069 Closed
LS
522
Livforsakringsbolaget Skandia
Sweden
-$2.73M -9,600 Closed
OIAM
523
OFI Invest Asset Management
France
-$1.95M -7,400 Closed
LCM
524
LRT Capital Management
Texas
-$1.42M -4,995 Closed
OAC
525
OMERS Administration Corp
Ontario, Canada
-$1.39M -4,900 Closed

PRI Hedge Fund Activity: Q2 2025 in Review

517 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q2 2025, worth a combined $8.33B — down 4.7% from $8.75B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new PRI positions and 52 closed out — a net gain of 11 holders — while 186 added to existing stakes and 179 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $30.7M. The largest seller was Nuveen, cutting an estimated $97M.

  • 517 institutional investors held Primerica (PRI) as of Q2 2025, up from 509 in Q1 2025.
  • Funds reported $8.33B of Primerica stock for Q2 2025, down 4.7% quarter-over-quarter.
  • 63 funds opened new Primerica positions in Q2 2025 and 52 closed out, a net change of +11 holders.
  • The largest Primerica buyer in Q2 2025 was First Trust Advisors, an estimated $30.7M added.
  • The largest Primerica seller in Q2 2025 was Nuveen, an estimated $97M sold.

Based on aggregated 13F filings for Q2 2025.