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Primerica

522 hedge funds and large institutions have $8.28B invested in Primerica in 2026 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 183 increasing their positions, 181 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $3.84M | Put options by funds: $1.34M

51% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 45

11% more capital invested

Capital invested by funds: $7.44B → $8.28B (+$843M)

3% more funds holding

Funds holding: 508522 (+14)

1% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 181

0.38% less ownership

Funds ownership: 93.85%93.46% (-0.38%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
522
Holders Change
+14
Holders Change %
+2.76%
% of All Funds
6.31%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.07%
New
68
Increased
183
Reduced
181
Closed
45
Calls
$3.84M
Puts
$1.34M
Net Calls
+$2.5M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
501
Bellevue Asset Management
Washington
$1.99K +$1.92K +7 New
SIM
502
Synergy Investment Management
Florida
$1.94K +$1.64K +6 New
CH
503
Cromwell Holdings
Wyoming
$1.71K +$547 +2 +50%
AG
504
AmeriFlex Group
Nevada
$1.71K +$1.64K +6 New
TFA
505
Transamerica Financial Advisors
Florida
$1.44K -$1.09K -4 -44%
KG
506
Kilter Group
New York
$1.42K -$274 -1 -17%
JWM
507
JPL Wealth Management
Colorado
$1.42K
WETS
508
Wealth Enhancement Trust Services
South Dakota
$1.42K
GEA
509
Glen Eagle Advisors
New Jersey
$1.18K
WA
510
Whipplewood Advisors
Colorado
$1.14K -$1.64K -6 -60%
MCM
511
Manchester Capital Management
Vermont
$1.14K
CTC
512
Central Trust Company
Missouri
$853
CFD
513
Creative Financial Designs
Indiana
$853
PWPS
514
Pinnacle Wealth Planning Services
Ohio
$853
DF
515
DecisionPoint Financial
Arizona
$584 +$274 +1 +100%
SGFG
516
Silver Grove Financial Group
New York
$568 +$547 +2 New
SL
517
Salomon & Ludwin
Virginia
$292
SS
518
SBI Securities
Japan
$284
SEP
519
Signature Equity Partners
Ohio
$284
RWM
520
Raffa Wealth Management
District of Columbia
$284 +$274 +1 New
RCM
521
Raleigh Capital Management
North Carolina
$10
CFM
522
Capricorn Fund Managers
United Kingdom
-$17M -68,041 Closed
PL
523
Parkwood LLC
Ohio
-$7.85M -31,347 Closed
WP
524
Woodline Partners
California
-$3.86M -15,426 Closed
EA
525
Ellsworth Advisors
Ohio
-$2.54M -10,156 Closed

PRI Hedge Fund Activity: Q2 2026 in Review

522 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q2 2026, worth a combined $8.28B — up 11% from $7.44B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new PRI positions and 45 closed out — a net gain of 23 holders — while 183 added to existing stakes and 181 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $51.9M. The largest seller was Bank of Montreal, cutting an estimated $139M.

  • 522 institutional investors held Primerica (PRI) as of Q2 2026, up from 508 in Q1 2026.
  • Funds reported $8.28B of Primerica stock for Q2 2026, up 11% quarter-over-quarter.
  • 68 funds opened new Primerica positions in Q2 2026 and 45 closed out, a net change of +23 holders.
  • The largest Primerica buyer in Q2 2026 was Arrowstreet Capital, an estimated $51.9M added.
  • The largest Primerica seller in Q2 2026 was Bank of Montreal, an estimated $139M sold.

Based on aggregated 13F filings for Q2 2026.