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Primoris Services

471 hedge funds and large institutions have $7B invested in Primoris Services in 2025 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 164 increasing their positions, 171 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

1% more capital invested

Capital invested by funds: $6.94B → $7B (+$53.3M)

4% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 171

31% less funds holding in top 10

Funds holding in top 10: 1611 (-5)

Holders
471
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$22.6M
Puts
$5.42M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$1.11M
SGI
227
Summit Global Investments
Utah
$1.11M
Pictet Asset Management
228
Pictet Asset Management
Switzerland
$1.05M
IP
229
Interval Partners
New York
$994K
MSRPS
230
Maryland State Retirement & Pension System
Maryland
$981K
Credit Agricole
231
Credit Agricole
France
$973K
Pathstone Holdings
232
Pathstone Holdings
New Jersey
$965K
CIP
233
Cornerstone Investment Partners
Georgia
$961K
AI
234
Atria Investments
North Carolina
$955K
CIM
235
Cambria Investment Management
California
$928K
Jennison Associates
236
Jennison Associates
New York
$871K
UBP
237
Union Bancaire Privee
Switzerland
$866K
GWM
238
Gibbs Wealth Management
Georgia
$849K
CW
239
CreativeOne Wealth
Kansas
$848K
Ohio Public Employees Retirement System (OPERS)
240
Ohio Public Employees Retirement System (OPERS)
Ohio
$820K
FB
241
Fulton Bank
Pennsylvania
$819K
EGM
242
Engineers Gate Manager
New York
$792K
MOACM
243
Mutual of America Capital Management
New York
$767K
YMRC
244
Yorktown Management & Research Company
Virginia
$763K
ATPW
245
Ashton Thomas Private Wealth
Arizona
$762K
Bank of Montreal
246
Bank of Montreal
Ontario, Canada
$756K
Mariner
247
Mariner
Kansas
$730K
Truist Financial
248
Truist Financial
North Carolina
$702K
SCM
249
Sterling Capital Management
North Carolina
$689K
HighTower Advisors
250
HighTower Advisors
Illinois
$688K