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Primoris Services

448 hedge funds and large institutions have $6.94B invested in Primoris Services in 2025 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 134 increasing their positions, 164 reducing their positions, and 43 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 capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

16% more funds holding

Funds holding: 385448 (+63)

3.61% less ownership

Funds ownership: 97.21%93.6% (-3.6%)

18% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 164

Holders
448
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$39.6M
Puts
$14.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
326
CIBC World Market
Ontario, Canada
$312K
ASN
327
Advisory Services Network
Georgia
$312K
PFBT
328
Parkside Financial Bank & Trust
Missouri
$310K
KWM
329
Keebeck Wealth Management
Illinois
$308K
GVAG
330
Great Valley Advisor Group
Delaware
$307K
US Bancorp
331
US Bancorp
Minnesota
$305K
NG
332
Norden Group
Utah
$294K
SCI
333
Silver Coast Investments
United States
$290K
SWP
334
Stratos Wealth Partners
Ohio
$286K
NA
335
NewEdge Advisors
Louisiana
$284K
IFO
336
Independent Family Office
New York
$275K
EWA
337
EverSource Wealth Advisors
Alabama
$269K
CFG
338
Citizens Financial Group
Rhode Island
$266K
VWM
339
Venturi Wealth Management
Texas
$257K
VFG
340
Victory Financial Group
Texas
$257K
BWP
341
Balboa Wealth Partners
Arizona
$256K
PS
342
Principal Securities
Iowa
$253K
CBA
343
Coastal Bridge Advisors
Connecticut
$251K
LFAS
344
Level Four Advisory Services
Texas
$250K
VI
345
Vestcor Inc
New Brunswick, Canada
$246K
VPIM
346
Vanguard Personalized Indexing Management
California
$244K
HFM
347
Harvest Fund Management
China
$242K
AB
348
Amalgamated Bank
New York
$241K
LAM
349
Longboard Asset Management
Arizona
$239K
VIM
350
Vinva Investment Management
Australia
$232K