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Primerica

496 hedge funds and large institutions have $8.31B invested in Primerica in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 173 increasing their positions, 185 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $1.8M | Put options by funds: $1.25M

0.57% more ownership

Funds ownership: 92.02%92.59% (+0.57%)

0% less capital invested

Capital invested by funds: $8.33B → $8.31B (-$19.7M)

6% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 185

4% less funds holding

Funds holding: 517496 (-21)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

23% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 66

Holders
496
Holders Change
-21
Holders Change %
-4.06%
% of All Funds
6.51%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
51
Increased
173
Reduced
185
Closed
66
Calls
$1.8M
Puts
$1.25M
Net Calls
+$555K
Net Calls Change
+$472K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$1.83M +$891K +3,317 +101%
JIR
177
James Investment Research
Ohio
$1.82M -$42.4K -158 -2%
Mariner
178
Mariner
Kansas
$1.8M +$923K +3,437 +113%
OPERF
179
Oregon Public Employees Retirement Fund
Oregon
$1.8M -$53.7K -200 -3%
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$1.74M +$139K +517 +9%
FCBT
181
First Citizens Bank & Trust
North Carolina
$1.72M -$220K -819 -12%
TC
182
TownSquare Capital
Utah
$1.7M +$38.4K +143 +2%
CAM
183
Cresset Asset Management
Illinois
$1.7M +$76.8K +286 +5%
AIP
184
Ameritas Investment Partners
Nebraska
$1.69M -$82.7K -308 -5%
Envestnet Portfolio Solutions
185
Envestnet Portfolio Solutions
Illinois
$1.67M -$312K -1,163 -16%
HCA
186
Harbor Capital Advisors
Illinois
$1.66M -$3.98M -14,820 -71%
BAMF
187
BI Asset Management Fondsmaeglerselskab
Denmark
$1.65M -$48.3K -180 -3%
MGIA
188
Moneta Group Investment Advisors
Missouri
$1.62M -$205K -762 -12%
KWM
189
Kingsview Wealth Management
Oregon
$1.61M -$10.2K -38 -0.7%
Boston Partners
190
Boston Partners
Massachusetts
$1.58M +$763K +2,842 +100%
Cerity Partners
191
Cerity Partners
New York
$1.56M +$353K +1,316 +31%
OIA
192
OneDigital Investment Advisors
Kansas
$1.55M -$16.6K -62 -1%
Pacer Advisors
193
Pacer Advisors
Pennsylvania
$1.55M +$1.5M +5,570 New
TI
194
Tidal Investments
Wisconsin
$1.54M +$17.7K +66 +1%
SA
195
Sanctuary Advisors
Indiana
$1.48M +$52.6K +196 +4%
STA
196
Summit Trail Advisors
New York
$1.48M +$1.22M +4,536 +579%
JCIA
197
Jackson Creek Investment Advisors
Colorado
$1.43M +$1.38M +5,150 New
Nisa Investment Advisors
198
Nisa Investment Advisors
Missouri
$1.4M -$1.07K -4 -0.1%
NSEDCP
199
NJ State Employees Deferred Compensation Plan
New Jersey
$1.39M
Ensign Peak Advisors
200
Ensign Peak Advisors
Utah
$1.36M -$1.44M -5,350 -52%

PRI Hedge Fund Activity: Q3 2025 in Review

496 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q3 2025, worth a combined $8.31B — down 0.24% from $8.33B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of PRI and 51 opened new positions — a net loss of 15 holders — while 185 trimmed existing stakes and 173 added.

The largest buyer was Nordea Investment Management, opening a new position worth an estimated $49.5M. The largest seller was BAMCO Inc, cutting an estimated $48.5M.

  • 496 institutional investors held Primerica (PRI) as of Q3 2025, down from 517 in Q2 2025.
  • Funds reported $8.31B of Primerica stock for Q3 2025, down 0.24% quarter-over-quarter.
  • 51 funds opened new Primerica positions in Q3 2025 and 66 closed out, a net change of -15 holders.
  • The largest Primerica buyer in Q3 2025 was Nordea Investment Management, an estimated $49.5M added.
  • The largest Primerica seller in Q3 2025 was BAMCO Inc, an estimated $48.5M sold.

Based on aggregated 13F filings for Q3 2025.