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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
M&T Bank
326
M&T Bank
New York
$308K -$10.2K -78 -3%
CA
327
Clearstead Advisors
Ohio
$303K +$192K +1,469 +151%
PA
328
Profund Advisors
Maryland
$301K +$316K +2,423 New
CG
329
Caprock Group
Idaho
$300K -$86.7K -664 -22%
AR
330
Apeiron RIA
Texas
$291K -$294K -2,255 -54%
CIBC World Market
331
CIBC World Market
Ontario, Canada
$287K +$5.22K +40 +2%
MFS
332
Mirabella Financial Services
United Kingdom
$287K +$302K +2,313 New
KAS
333
Kestra Advisory Services
Texas
$287K -$62.2K -476 -17%
GWP
334
Gateway Wealth Partners
Wisconsin
$284K
ECM
335
EMC Capital Management
Texas
$280K -$52K -398 -15%
US Bancorp
336
US Bancorp
Minnesota
$276K +$522 +4 +0.2%
EWA
337
EverSource Wealth Advisors
Alabama
$265K +$23.1K +177 +9%
NA
338
Navellier & Associates
Nevada
$264K -$32.4K -248 -10%
SWP
339
Stratos Wealth Partners
Ohio
$262K +$4.05K +31 +1%
SCI
340
Silver Coast Investments
United States
$262K
ASN
341
Advisory Services Network
Georgia
$259K -$24.2K -185 -8%
BWP
342
Balboa Wealth Partners
Arizona
$259K +$28.3K +217 +12%
VPIM
343
Vanguard Personalized Indexing Management
California
$254K +$35.6K +273 +15%
IFO
344
Independent Family Office
New York
$248K
SG Americas Securities
345
SG Americas Securities
New York
$247K -$1.58M -12,137 -86%
EWA
346
EP Wealth Advisors
California
$246K +$259K +1,980 New
PFBT
347
Parkside Financial Bank & Trust
Missouri
$238K -$44K -337 -15%
Daiwa Securities Group
348
Daiwa Securities Group
Japan
$237K +$249K +1,909 New
TC
349
Truvestments Capital
Florida
$237K +$245K +1,873 +5,351%
SAI
350
Systematic Alpha Investments
New Jersey
$236K +$248K +1,900 New