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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
VFG
351
Victory Financial Group
Texas
$233K +$522 +4 +0.2%
VWM
352
Venturi Wealth Management
Texas
$233K
CFG
353
Citizens Financial Group
Rhode Island
$231K -$9.79K -75 -4%
JRPIM
354
Journey Retirement Planning & Investment Management
Idaho
$230K +$242K +1,851 New
SFS
355
Sowell Financial Services
Arkansas
$229K -$65K -498 -21%
SCM
356
Shelton Capital Management
Colorado
$228K +$240K +1,838 New
AWA
357
Arkadios Wealth Advisors
Georgia
$228K +$30.3K +232 +14%
CBA
358
Coastal Bridge Advisors
Connecticut
$223K -$4.05K -31 -2%
VI
359
Vestcor Inc
New Brunswick, Canada
$223K
ATC
360
Argent Trust Co
Tennessee
$223K +$235K +1,796 New
B
361
Bailard
California
$222K +$234K +1,789 New
LFAS
362
Level Four Advisory Services
Texas
$220K -$6.53K -50 -3%
Millennium Management
363
Millennium Management
New York
$219K -$23.3M -178,476 -99%
Jane Street
364
Jane Street
New York
$218K -$9.93M -76,053 -98%
Focus Partners Wealth
365
Focus Partners Wealth
Massachusetts
$217K +$229K +1,751 New
RRA
366
Round Rock Advisors
Connecticut
$214K +$30.6K +234 +16%
MWPCG
367
Measured Wealth Private Client Group
New Hampshire
$206K +$5.09K +39 +2%
EWM
368
Empirical Wealth Management
Washington
$204K +$215K +1,644 New
GLA
369
Great Lakes Advisors
Illinois
$201K -$522 -4 -0.2%
SRL
370
Scientech Research LLC
New Jersey
$201K +$211K +1,619 New
KBC Group
371
KBC Group
Belgium
$198K
Nisa Investment Advisors
372
Nisa Investment Advisors
Missouri
$161K -$12.5K -96 -7%
CM
373
Castleark Management
Illinois
$139K +$146K +1,120 New
SOAM
374
SBI Okasan Asset Management
Japan
$127K +$131K +1,000 New
HBW
375
Hazlett, Burt & Watson
West Virginia
$119K +$48.3K +370 +64%