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Primerica

506 hedge funds and large institutions have $7.76B invested in Primerica in 2025 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 150 increasing their positions, 207 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

25% less call options, than puts

Call options by funds: $1.27M | Put options by funds: $1.68M

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

28% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 207

Holders
506
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.27M
Puts
$1.68M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCBT
201
First Citizens Bank & Trust
North Carolina
$1.5M
KWM
202
Kingsview Wealth Management
Oregon
$1.47M
HCA
203
Harbor Capital Advisors
Illinois
$1.47M
Wealth Enhancement Advisory Services
204
Wealth Enhancement Advisory Services
Minnesota
$1.46M
OIA
205
OneDigital Investment Advisors
Kansas
$1.44M
EP
206
Edgestream Partners
New Jersey
$1.43M
QEI
207
QSV Equity Investors
Illinois
$1.34M
TC
208
TownSquare Capital
Utah
$1.34M
Nisa Investment Advisors
209
Nisa Investment Advisors
Missouri
$1.31M
VT
210
Vise Technologies
New York
$1.31M
CGH
211
Crossmark Global Holdings
Texas
$1.28M
SA
212
Sanctuary Advisors
Indiana
$1.27M
SG Americas Securities
213
SG Americas Securities
New York
$1.26M
DFS
214
Dixon Fnancial Services
California
$1.25M
JCIA
215
Jackson Creek Investment Advisors
Colorado
$1.25M
OTL
216
Oak Thistle LLC
New York
$1.25M
Pictet Asset Management
217
Pictet Asset Management
Switzerland
$1.21M
Neuberger Berman Group
218
Neuberger Berman Group
New York
$1.19M
JIR
219
James Investment Research
Ohio
$1.19M
QPW
220
Quantum Private Wealth
Florida
$1.15M
GLA
221
Great Lakes Advisors
Illinois
$1.13M
AC
222
AXQ Capital
New Jersey
$1.12M
EI
223
Ethic Inc
New York
$1.09M
RIM
224
Redwood Investment Management
Arizona
$1.09M
LCM
225
Legato Capital Management
California
$1.09M