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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
CIBC World Market
326
CIBC World Market
Ontario, Canada
$287K
MFS
327
Mirabella Financial Services
United Kingdom
$287K
KAS
328
Kestra Advisory Services
Texas
$287K
GWP
329
Gateway Wealth Partners
Wisconsin
$284K
US Bancorp
330
US Bancorp
Minnesota
$276K
EWA
331
EverSource Wealth Advisors
Alabama
$265K
NA
332
Navellier & Associates
Nevada
$264K
SWP
333
Stratos Wealth Partners
Ohio
$262K
SCI
334
Silver Coast Investments
United States
$262K
ASN
335
Advisory Services Network
Georgia
$259K
BWP
336
Balboa Wealth Partners
Arizona
$259K
VPIM
337
Vanguard Personalized Indexing Management
California
$254K
IFO
338
Independent Family Office
New York
$248K
SG Americas Securities
339
SG Americas Securities
New York
$247K
EWA
340
EP Wealth Advisors
California
$246K
PFBT
341
Parkside Financial Bank & Trust
Missouri
$238K
Daiwa Securities Group
342
Daiwa Securities Group
Japan
$237K
TC
343
Truvestments Capital
Florida
$237K
SAI
344
Systematic Alpha Investments
New Jersey
$236K
VFG
345
Victory Financial Group
Texas
$233K
VWM
346
Venturi Wealth Management
Texas
$233K
CFG
347
Citizens Financial Group
Rhode Island
$231K
SFS
348
Sowell Financial Services
Arkansas
$229K
SCM
349
Shelton Capital Management
Colorado
$228K
AWA
350
Arkadios Wealth Advisors
Georgia
$228K