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Primoris Services

480 hedge funds and large institutions have $7B invested in Primoris Services in 2025 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 166 increasing their positions, 173 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

316% more call options, than puts

Call options by funds: $22.6M | Put options by funds: $5.42M

58% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 66

10.85% more ownership

Funds ownership: 93.62%104.48% (+11%)

7% more funds holding

Funds holding: 450480 (+30)

1% more capital invested

Capital invested by funds: $6.94B → $7B (+$59.4M)

4% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 173

31% less funds holding in top 10

Funds holding in top 10: 1611 (-5)

Holders
480
Holders Change
+30
Holders Change %
+6.67%
% of All Funds
5.84%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.13%
New
104
Increased
166
Reduced
173
Closed
66
Calls
$22.6M
Puts
$5.42M
Net Calls
+$17.2M
Net Calls Change
-$7.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
226
Corient Private Wealth
Florida
$1.13M +$556K +4,257 +89%
SGAM
227
Smith Group Asset Management
Texas
$1.12M +$28.6K +219 +2%
TWPM
228
Total Wealth Planning & Management
Florida
$1.12M +$1.17M +8,986 New
Carson Wealth (CWM LLC)
229
Carson Wealth (CWM LLC)
Nebraska
$1.11M +$12.5K +96 +1%
SGI
230
Summit Global Investments
Utah
$1.11M -$200K -1,535 -15%
Pictet Asset Management
231
Pictet Asset Management
Switzerland
$1.05M +$55.9K +428 +5%
IP
232
Interval Partners
New York
$994K -$213K -1,629 -17%
MSRPS
233
Maryland State Retirement & Pension System
Maryland
$981K +$1.03M +7,904 New
Credit Agricole
234
Credit Agricole
France
$973K +$1.02M +7,834 New
Pathstone Holdings
235
Pathstone Holdings
New Jersey
$965K +$694K +5,313 +216%
CIP
236
Cornerstone Investment Partners
Georgia
$961K +$392 +3 +0%
AI
237
Atria Investments
North Carolina
$955K -$204K -1,559 -17%
CIM
238
Cambria Investment Management
California
$928K -$148K -1,137 -13%
Jennison Associates
239
Jennison Associates
New York
$871K -$370K -2,830 -29%
UBP
240
Union Bancaire Privee
Switzerland
$866K +$1.02M +7,836 New
GWM
241
Gibbs Wealth Management
Georgia
$849K -$66.1K -506 -7%
CW
242
CreativeOne Wealth
Kansas
$848K -$101K -771 -10%
Ohio Public Employees Retirement System (OPERS)
243
Ohio Public Employees Retirement System (OPERS)
Ohio
$820K +$779K +5,969 +941%
FB
244
Fulton Bank
Pennsylvania
$819K -$74K -567 -8%
EGM
245
Engineers Gate Manager
New York
$792K -$3M -23,006 -78%
PNC
246
Point Nemo Capital
Texas
$779K +$819K +6,276 New
MOACM
247
Mutual of America Capital Management
New York
$767K +$806K +6,175 New
YMRC
248
Yorktown Management & Research Company
Virginia
$763K +$268K +2,050 +50%
ATPW
249
Ashton Thomas Private Wealth
Arizona
$762K +$54.7K +419 +7%
Bank of Montreal
250
Bank of Montreal
Ontario, Canada
$756K +$411K +3,147 +107%