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Primerica

509 hedge funds and large institutions have $8.75B invested in Primerica in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 180 increasing their positions, 170 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 44

48% more call options, than puts

Call options by funds: $1.22M | Put options by funds: $825K

6% more capital invested

Capital invested by funds: $8.26B → $8.75B (+$482M)

4% more funds holding

Funds holding: 488509 (+21)

2.26% more ownership

Funds ownership: 91.23%93.49% (+2.3%)

6% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 170

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
509
Holders Change
+21
Holders Change %
+4.3%
% of All Funds
6.82%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
73
Increased
180
Reduced
170
Closed
44
Calls
$1.22M
Puts
$825K
Net Calls
+$398K
Net Calls Change
+$100K
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
201
Cerity Partners
New York
$1.48M +$264K +927 +22%
VI
202
Vestcor Inc
New Brunswick, Canada
$1.48M +$24.8K +87 +2%
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$1.45M +$529K +1,857 +57%
SA
204
Sanctuary Advisors
Indiana
$1.44M -$215K -755 -13%
WIA
205
World Investment Advisors
California
$1.43M +$25.4K +89 +2%
Nisa Investment Advisors
206
Nisa Investment Advisors
Missouri
$1.43M
NSEDCP
207
NJ State Employees Deferred Compensation Plan
New Jersey
$1.42M
LCM
208
LRT Capital Management
Texas
$1.42M -$2.51M -8,805 -64%
Pictet Asset Management
209
Pictet Asset Management
Switzerland
$1.42M +$32.5K +114 +2%
Wealth Enhancement Advisory Services
210
Wealth Enhancement Advisory Services
Minnesota
$1.4M +$440K +1,543 +46%
OAC
211
OMERS Administration Corp
Ontario, Canada
$1.39M +$1.4M +4,900 New
DFS
212
Dixon Fnancial Services
California
$1.38M
Deutsche Bank
213
Deutsche Bank
Germany
$1.37M -$2.44M -8,561 -64%
Mackenzie Financial
214
Mackenzie Financial
Ontario, Canada
$1.33M +$1.33M +4,676 New
Verition Fund Management
215
Verition Fund Management
Connecticut
$1.32M -$385K -1,350 -23%
GLA
216
Great Lakes Advisors
Illinois
$1.31M +$21.7K +76 +2%
ICP
217
Impact Capital Partners
Colorado
$1.31M +$117K +409 +10%
AWM
218
Avior Wealth Management
Nebraska
$1.31M
VPIM
219
Vanguard Personalized Indexing Management
California
$1.29M +$40.2K +141 +3%
QPW
220
Quantum Private Wealth
Florida
$1.27M
SPIA
221
Steward Partners Investment Advisory
New York
$1.23M +$644K +2,261 +110%
Norges Bank
222
Norges Bank
Norway
$1.19M -$806K -2,828 -40%
FCBT
223
First Citizens Bank & Trust
North Carolina
$1.17M -$344K -1,208 -23%
ACM
224
Aquatic Capital Management
Illinois
$1.16M -$2.1M -7,361 -64%
Neuberger Berman Group
225
Neuberger Berman Group
New York
$1.15M +$236K +827 +26%

PRI Hedge Fund Activity: Q1 2025 in Review

509 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q1 2025, worth a combined $8.75B — up 5.8% from $8.26B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new PRI positions and 44 closed out — a net gain of 29 holders — while 180 added to existing stakes and 170 trimmed.

The largest buyer was Nuveen, adding an estimated $99.2M. The largest seller was Millennium Management, cutting an estimated $36.7M.

  • 509 institutional investors held Primerica (PRI) as of Q1 2025, up from 488 in Q4 2024.
  • Funds reported $8.75B of Primerica stock for Q1 2025, up 5.8% quarter-over-quarter.
  • 73 funds opened new Primerica positions in Q1 2025 and 44 closed out, a net change of +29 holders.
  • The largest Primerica buyer in Q1 2025 was Nuveen, an estimated $99.2M added.
  • The largest Primerica seller in Q1 2025 was Millennium Management, an estimated $36.7M sold.

Based on aggregated 13F filings for Q1 2025.