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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
Janney Montgomery Scott
276
Janney Montgomery Scott
Pennsylvania
$527K -$61K -467 -10%
SA
277
Sanctuary Advisors
Indiana
$525K -$118K -907 -18%
TPCW
278
TD Private Client Wealth
New York
$519K +$13.2K +101 +2%
PI
279
PFG Investments
New York
$516K -$17.1K -131 -3%
Capstone Investment Advisors
280
Capstone Investment Advisors
New York
$513K -$202K -1,546 -27%
GCP
281
GSA Capital Partners
United Kingdom
$511K -$1.1M -8,445 -67%
CMF
282
Counterpoint Mutual Funds
California
$508K +$132K +1,008 +33%
QWM
283
QP Wealth Management
New Jersey
$503K +$529K +4,049 New
HWM
284
Horizons Wealth Management
North Carolina
$494K -$700K -5,362 -57%
Rockefeller Capital Management
285
Rockefeller Capital Management
New York
$487K +$24.8K +190 +5%
AIM
286
Aigen Investment Management
New York
$484K +$509K +3,900 New
Envestnet Portfolio Solutions
287
Envestnet Portfolio Solutions
Illinois
$481K +$34.5K +264 +7%
IFG
288
Independent Financial Group
California
$478K +$503K +3,850 New
UCI
289
Uncommon Cents Investing
Wisconsin
$475K -$9.79K -75 -2%
SOW
290
State of Wyoming
Wyoming
$474K -$77.2K -591 -13%
VIM
291
Vinva Investment Management
Australia
$460K +$176K +1,348 +119%
PAS
292
Park Avenue Securities
New York
$447K +$117K +897 +33%
KWM
293
Keebeck Wealth Management
Illinois
$445K +$175K +1,342 +60%
CWM
294
CIBC World Markets
New York
$445K +$468K +3,582 New
VT
295
Vise Technologies
New York
$440K +$97.9K +750 +27%
SQA
296
Simon Quick Advisors
New Jersey
$435K
AWP
297
Abacus Wealth Partners
California
$427K +$449K +3,438 New
BTI
298
Blue Trust Inc
Georgia
$424K -$29.9K -229 -6%
SOS
299
Silver Oak Securities
Tennessee
$423K +$444K +3,401 New
LCM
300
Legato Capital Management
California
$422K +$443K +3,396 New