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Primoris Services

387 hedge funds and large institutions have $4.1B invested in Primoris Services in 2025 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 131 increasing their positions, 137 reducing their positions, and 56 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:

5% more funds holding

Funds holding: 368387 (+19)

4% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 137

1.74% less ownership

Funds ownership: 98.95%97.21% (-1.7%)

Holders
387
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$18M
Puts
$9.41M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
351
Private Trust Company
Ohio
$7.87K
S
352
SignatureFD
Georgia
$7.4K
PD
353
Point72 (DIFC)
United Arab Emirates
$6.79K
PWMG
354
Private Wealth Management Group
New Jersey
$6.39K
Bessemer Group
355
Bessemer Group
New Jersey
$6K
SS
356
SBI Securities
Japan
$5.14K
HWM
357
Hemington Wealth Management
Virginia
$5K
CMBA
358
C.M. Bidwell & Associates
Hawaii
$4.68K
IA
359
IFP Advisors
Florida
$3.98K
GWM
360
Geneos Wealth Management
Colorado
$3.2K
TC
361
Truvestments Capital
Florida
$2.73K
PSFG
362
Park Square Financial Group
Georgia
$2.49K
SC
363
Stephens Consulting
Michigan
$2.34K
MSFP
364
Mark Sheptoff Financial Planning
Connecticut
$2.03K
PMAM
365
Picton Mahoney Asset Management
Ontario, Canada
$2K
FNWA
366
Financial Network Wealth Advisors
Utah
$1.95K
JWA
367
JFS Wealth Advisors
Pennsylvania
$1.87K
MCM
368
Manchester Capital Management
Vermont
$1.79K
Northwestern Mutual Wealth Management
369
Northwestern Mutual Wealth Management
Wisconsin
$1.64K
LFG
370
Larson Financial Group
Missouri
$1.56K
BGAI
371
Bruce G. Allen Investments
Colorado
$1.48K
FFO
372
Fortitude Family Office
Arizona
$1.32K
BIA
373
Bell Investment Advisors
California
$1.25K
BFS
374
Bare Financial Services
Pennsylvania
$1.25K
CFD
375
Creative Financial Designs
Indiana
$857