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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
KWM
201
Kingsview Wealth Management
Oregon
$1.59M +$3.71K +14 +0.2%
Creative Planning
202
Creative Planning
Kansas
$1.58M -$65.7K -248 -4%
PNC Financial Services Group
203
PNC Financial Services Group
Pennsylvania
$1.58M -$16.2K -61 -1%
OIA
204
OneDigital Investment Advisors
Kansas
$1.55M -$6.89K -26 -0.5%
GCP
205
GSA Capital Partners
United Kingdom
$1.5M +$2.65K +10 +0.2%
VRS
206
Virginia Retirement Systems
Virginia
$1.5M -$133K -500 -8%
TI
207
Tidal Investments
Wisconsin
$1.5M -$39.5K -149 -3%
AIM
208
Ausbil Investment Management
Australia
$1.46M
VT
209
Vise Technologies
New York
$1.45M +$1.4M +5,285 New
VI
210
Vestcor Inc
New Brunswick, Canada
$1.42M
SA
211
Sanctuary Advisors
Indiana
$1.4M +$22.5K +85 +2%
Nisa Investment Advisors
212
Nisa Investment Advisors
Missouri
$1.38M +$4.24K +16 +0.3%
RIM
213
Redwood Investment Management
Arizona
$1.38M +$1.33M +5,029 New
NSEDCP
214
NJ State Employees Deferred Compensation Plan
New Jersey
$1.37M
SPIA
215
Steward Partners Investment Advisory
New York
$1.37M +$183K +692 +16%
DFS
216
Dixon Fnancial Services
California
$1.33M
RWM
217
Ritholtz Wealth Management
New York
$1.33M +$657K +2,480 +105%
Neuberger Berman Group
218
Neuberger Berman Group
New York
$1.32M +$201K +759 +19%
Pictet Asset Management
219
Pictet Asset Management
Switzerland
$1.31M -$47.4K -179 -4%
Mackenzie Financial
220
Mackenzie Financial
Ontario, Canada
$1.28M
GLA
221
Great Lakes Advisors
Illinois
$1.27M +$10.1K +38 +0.8%
AWM
222
Avior Wealth Management
Nebraska
$1.26M
ICP
223
Impact Capital Partners
Colorado
$1.24M -$13.8K -52 -1%
QPW
224
Quantum Private Wealth
Florida
$1.22M
VPIM
225
Vanguard Personalized Indexing Management
California
$1.2M -$41.1K -155 -3%

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.