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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
BWA
401
Basecamp Wealth Advisors
Washington
$34.4K +$36.2K +277 New
BBPWM
402
Blue Bell Private Wealth Management
Pennsylvania
$33.6K
HI
403
Harbour Investments
Wisconsin
$33.4K +$35.1K +269 New
CIBC Private Wealth Group
404
CIBC Private Wealth Group
Georgia
$31.3K -$9.92K -76 -23%
SS
405
SBI Securities
Japan
$25.2K -$1.44K -11 -5%
FDCDDQ
406
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.8K
UB
407
UMB Bank
Missouri
$24.3K +$25.6K +196 New
PPC
408
Park Place Capital
Alabama
$22.8K
EBA
409
Eagle Bay Advisors
New York
$22K +$23.1K +177 New
WTC
410
WhitTier Trust Company
Nevada
$21.8K -$261 -2 -1%
KAS
411
Kemnay Advisory Services
New York
$21.2K +$22.3K +171 New
CA
412
Crewe Advisors
Utah
$20.4K +$2.09K +16 +11%
RIL
413
Rothschild Investment LLC
Illinois
$20.1K +$261 +2 +1%
RFP
414
Root Financial Partners
California
$19.9K +$261 +2 +1%
MTC
415
Matrix Trust Company
Colorado
$18K +$261 +2 +1%
ST
416
Smithfield Trust
Pennsylvania
$18K +$18.8K +144 New
Mitsubishi UFJ Asset Management
417
Mitsubishi UFJ Asset Management
Japan
$17.6K
PTC
418
Private Trust Company
Ohio
$17.5K +$9.14K +70 +99%
HFS
419
Hantz Financial Services
Michigan
$17K -$11.9K -91 -41%
BW
420
Basepoint Wealth
Iowa
$16.3K +$17.1K +131 New
WA
421
WPG Advisers
Maryland
$14.6K -$3K -23 -16%
CRI
422
Commonwealth Retirement Investments
Virginia
$12.4K +$13.1K +100 New
HHCP
423
Hilton Head Capital Partners
South Carolina
$12.4K +$13.1K +100 New
KFAS
424
Keating Financial Advisory Services
Kansas
$12K +$12.7K +97 New
S
425
SignatureFD
Georgia
$11.8K -$783 -6 -6%