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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
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$953M -$21.4M -80,746 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$947M -$8.64M -32,582 -0.9%
BlackRock
3
BlackRock
New York
$838M -$9.68M -36,540 -1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$789M -$18.3M -69,019 -2%
BAMCO Inc
5
BAMCO Inc
New York
$435M -$3.99M -15,056 -0.9%
BAM
6
Burgundy Asset Management
Ontario, Canada
$365M +$6.22M +23,454 +2%
State Street
7
State Street
Massachusetts
$288M -$14.5M -54,803 -5%
BWA
8
Brave Warrior Advisors
New York
$226M -$2.83M -10,662 -1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$203M -$20.5M -77,379 -9%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$167M -$168K -633 -0.1%
LAM
11
Lyrical Asset Management
New York
$142M -$16.3M -61,318 -11%
FMI
12
Fiduciary Management Inc
Wisconsin
$134M -$487K -1,839 -0.4%
First Trust Advisors
13
First Trust Advisors
Illinois
$120M +$30.7M +115,754 +36%
AM
14
AGF Management
Ontario, Canada
$114M -$57.9M -218,304 -34%
Wells Fargo
15
Wells Fargo
California
$88.9M -$3.86M -14,568 -4%
Charles Schwab
16
Charles Schwab
California
$87.5M -$521K -1,966 -0.6%
Northern Trust
17
Northern Trust
Illinois
$87.2M -$5.09M -19,213 -6%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$87.2M +$802K +3,024 +1%
AQR Capital Management
19
AQR Capital Management
Connecticut
$74.8M -$10.3M -38,965 -12%
Fuller & Thaler Asset Management
20
Fuller & Thaler Asset Management
California
$71.9M -$277K -1,045 -0.4%
Westfield Capital Management
21
Westfield Capital Management
Massachusetts
$68.5M -$6.91M -26,074 -9%
QCMNJ
22
Quantum Capital Management (New Jersey)
New Jersey
$64M -$6.99M -26,364 -10%
Millennium Management
23
Millennium Management
New York
$57.8M +$26.4M +99,695 +90%
UBS AM
24
UBS AM
Illinois
$56.5M +$15.7M +59,216 +40%
Fidelity International
25
Fidelity International
Bermuda
$51.6M +$7.35M +27,717 +17%

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.