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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
CG
201
Caprock Group
Idaho
$1.35M +$1.34M +4,987 New
DFS
202
Dixon Fnancial Services
California
$1.35M
IWC
203
Integrated Wealth Concepts
Massachusetts
$1.35M +$362K +1,349 +38%
SPIA
204
Steward Partners Investment Advisory
New York
$1.34M -$42.4K -158 -3%
BNP Paribas Financial Markets
205
BNP Paribas Financial Markets
France
$1.33M +$176K +657 +16%
Mercer Global Advisors
206
Mercer Global Advisors
Colorado
$1.31M +$831K +3,095 +191%
OTL
207
Oak Thistle LLC
New York
$1.31M +$1.26M +4,702 New
AIM
208
Ausbil Investment Management
Australia
$1.3M -$174K -647 -12%
AWM
209
Avior Wealth Management
Nebraska
$1.27M
EGM
210
Engineers Gate Manager
New York
$1.26M -$3.29M -12,246 -73%
Pictet Asset Management
211
Pictet Asset Management
Switzerland
$1.25M -$78.1K -291 -6%
VPIM
212
Vanguard Personalized Indexing Management
California
$1.25M +$35.7K +133 +3%
GIP
213
Granite Investment Partners
California
$1.25M -$1.23M -4,576 -50%
VT
214
Vise Technologies
New York
$1.24M -$216K -804 -15%
QPW
215
Quantum Private Wealth
Florida
$1.24M
GLA
216
Great Lakes Advisors
Illinois
$1.24M -$51K -190 -4%
ICP
217
Impact Capital Partners
Colorado
$1.23M -$26.8K -100 -2%
RIM
218
Redwood Investment Management
Arizona
$1.2M -$190K -707 -14%
TI
219
Trexquant Investment
Connecticut
$1.2M -$6.21M -23,130 -84%
Neuberger Berman Group
220
Neuberger Berman Group
New York
$1.13M -$194K -724 -15%
EM
221
ELCO Management
New York
$1.11M
SWM
222
Sendero Wealth Management
Texas
$1.11M +$302K +1,126 +39%
Balyasny Asset Management
223
Balyasny Asset Management
Illinois
$1.1M -$511K -1,905 -33%
OAM
224
Oppenheimer Asset Management
New York
$1.1M +$245K +912 +30%
VI
225
Vestcor Inc
New Brunswick, Canada
$1.07M -$357K -1,329 -26%

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.