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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
PWMG
426
Private Wealth Management Group
New Jersey
$10.2K
Bessemer Group
427
Bessemer Group
New Jersey
$10K
MAM
428
Morse Asset Management
Connecticut
$9.93K +$10.4K +80 New
SAG
429
SageView Advisory Group
California
$9.31K +$9.79K +75 New
MNA
430
Manning & Napier Advisors
New York
$9.08K +$9.53K +73 New
ANBT
431
American National Bank & Trust
Texas
$8.94K +$9.4K +72 New
ZBNA
432
Zions Bancorporation, National Association
Utah
$7.95K +$8.36K +64 New
ADBIC
433
A.D. Beadell Investment Counsel
Wisconsin
$7.58K -$635K -4,860 -7%
CMBA
434
C.M. Bidwell & Associates
Hawaii
$7.45K
BIA
435
Bell Investment Advisors
California
$6.33K +$4.57K +35 +219%
PA
436
Parallel Advisors
California
$6.33K +$1.04K +8 +19%
Optiver Holding
437
Optiver Holding
Netherlands
$5.09K -$28.9K -221 -84%
RS
438
Rakuten Securities
Japan
$5.09K +$1.83K +14 +52%
JWA
439
JFS Wealth Advisors
Pennsylvania
$4.84K +$1.7K +13 +50%
BCWM
440
Bartlett & Co Wealth Management
Ohio
$4.78K +$4.96K +38 New
SHIM
441
Stone House Investment Management
Pennsylvania
$4.72K +$4.96K +38 New
MPWT
442
MassMutual Private Wealth & Trust
Connecticut
$4.1K +$3.52K +27 +450%
Fifth Third Bancorp
443
Fifth Third Bancorp
Ohio
$3.97K +$4.18K +32 New
SPIA
444
Steward Partners Investment Advisory
New York
$3.6K +$3.79K +29 New
KG
445
Kilter Group
New York
$3.48K +$3.66K +28 New
FNWA
446
Financial Network Wealth Advisors
Utah
$3.11K
FFO
447
Fortitude Family Office
Arizona
$2.98K +$653 +5 +26%
MCM
448
Manchester Capital Management
Vermont
$2.86K
Northwestern Mutual Wealth Management
449
Northwestern Mutual Wealth Management
Wisconsin
$2.61K
WIM
450
Westside Investment Management
California
$2.48K +$2.61K +20 New