We are live on ! Find out more
PRIM icon

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
GWM
451
Greenline Wealth Management
Florida
$2.46K +$2.61K +20 New
IAS
452
IMA Advisory Services
Colorado
$2.23K +$2.35K +18 New
AAG
453
Armstrong Advisory Group
Massachusetts
$1.86K +$1.96K +15 New
BGAI
454
Bruce G. Allen Investments
Colorado
$1.86K -$522 -4 -21%
SS
455
Sunbelt Securities
Texas
$1.74K
BFS
456
Bare Financial Services
Pennsylvania
$1.61K -$1.18K -9 -41%
CFD
457
Creative Financial Designs
Indiana
$1.37K
FMII
458
Farmers & Merchants Investments Inc
Nebraska
$1.24K +$1.31K +10 New
DPW
459
DiNuzzo Private Wealth
Pennsylvania
$994 +$261 +2 +33%
CTC
460
Central Trust Company
Missouri
$994 +$1.04K +8 New
HNB
461
Huntington National Bank
Ohio
$869
SIC
462
SJS Investment Consulting
Ohio
$869 +$261 +2 +40%
UFF
463
USA Financial Formulas
Michigan
$869 +$914 +7 New
TWD
464
True Wealth Design
Ohio
$621 -$261 -2 -29%
AW
465
Ankerstar Wealth
Texas
$621 +$653 +5 New
DT
466
DV Trading
Illinois
$621 +$653 +5 New
GFA
467
Godfrey Financial Associates
New York
$621 +$653 +5 New
TC
468
Trust Company
Kansas
$621 +$653 +5 New
HIA
469
HFM Investment Advisors
New Jersey
$497
RWM
470
Rialto Wealth Management
New York
$497
BIM
471
Breakwater Investment Management
Washington
$497 +$522 +4 New
GWM
472
Gilpin Wealth Management
Colorado
$497 +$522 +4 New
CPG
473
Cornerstone Planning Group
New Jersey
$447 +$392 +3 New
AWM
474
Abound Wealth Management
Tennessee
$373 -$4.83K -37 -93%
BHWM
475
Bay Harbor Wealth Management
Maryland
$372 -$131 -1 -25%