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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
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$1.01B -$1.21M -4,249 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$994M +$10.8M +37,994 +1%
BlackRock
3
BlackRock
New York
$881M -$8.63M -30,291 -1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$840M -$13.4M -47,072 -2%
BAMCO Inc
5
BAMCO Inc
New York
$456M -$14.7M -51,617 -3%
BAM
6
Burgundy Asset Management
Ontario, Canada
$373M +$6.14M +21,546 +2%
State Street
7
State Street
Massachusetts
$315M +$459K +1,611 +0.1%
BWA
8
Brave Warrior Advisors
New York
$237M -$5.47M -19,210 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$233M +$11.5M +40,525 +5%
AM
10
AGF Management
Ontario, Canada
$181M -$1.76M -6,174 -1%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$174M +$4.66M +16,350 +3%
LAM
12
Lyrical Asset Management
New York
$165M -$1.97M -6,909 -1%
FMI
13
Fiduciary Management Inc
Wisconsin
$140M +$3.82M +13,402 +3%
Wells Fargo
14
Wells Fargo
California
$96.6M -$2.93M -10,301 -3%
Northern Trust
15
Northern Trust
Illinois
$96.1M -$2.6M -9,116 -3%
First Trust Advisors
16
First Trust Advisors
Illinois
$91.7M +$85.3M +299,219 +1,304%
Charles Schwab
17
Charles Schwab
California
$91.5M -$1.67M -5,860 -2%
AQR Capital Management
18
AQR Capital Management
Connecticut
$89.9M +$56.9M +199,715 +172%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$89.8M -$1.45M -5,103 -2%
Westfield Capital Management
20
Westfield Capital Management
Massachusetts
$78.6M +$10.3M +36,095 +15%
Fuller & Thaler Asset Management
21
Fuller & Thaler Asset Management
California
$75.1M +$9.42M +33,055 +14%
QCMNJ
22
Quantum Capital Management (New Jersey)
New Jersey
$74.1M -$1.31M -4,588 -2%
N
23
Nuveen
North Carolina
$57.3M +$99.2M +348,169 +174%
Morgan Stanley
24
Morgan Stanley
New York
$53.6M -$4.34M -15,222 -7%
T. Rowe Price Investment Management
25
T. Rowe Price Investment Management
Maryland
$52.3M +$6.82M +23,925 +15%

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.