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Security National Financial
SNFCA

Overview Fund Activity

63 hedge funds and large institutions have $106M invested in Security National Financial in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 14 closing their positions.

Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
0.85%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
23
Reduced
12
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$6.94M
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$3.04M
3
Raymond James Financial
3
Raymond James Financial
Florida
$1.49M
4
MI
4
M3F Inc
Utah
$20.9M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.36M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$428K
2
Goldman Sachs
2
Goldman Sachs
New York
$416K
3
TC
3
TownSquare Capital
Utah
$0
4
LI
4
LHM Inc
Utah
$7.27M
5
Jane Street
5
Jane Street
New York
$210K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Soltis Investment Advisors
Utah
$25.1M 2,551,096 -14,408 -0.6%
MI
2
M3F Inc
Utah
$20.9M 2,122,425 +105,660 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.36M 746,985 +95,912 +15%
LI
4
LHM Inc
Utah
$7.27M 738,117 -43,052 -6%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$7.21M 731,829 +40,415 +6%
BlackRock
6
BlackRock
New York
$6.94M 704,926 +525,721 +293%
Ameriprise
7
Ameriprise
Minnesota
$4.61M 467,818 +1,746 +0.4%
BCM
8
Bridgeway Capital Management
Texas
$3.32M 336,704 +5,204 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$3.04M 308,665 +176,996 +134%
RC
10
RBF Capital
California
$2.91M 294,928 – –
Renaissance Technologies
11
Renaissance Technologies
New York
$2.54M 257,860 +12,154 +5%
Raymond James Financial
12
Raymond James Financial
Florida
$1.49M 151,688 +141,607 +1,405%
State Street
13
State Street
Massachusetts
$1.4M 142,196 +93,170 +190%
Northern Trust
14
Northern Trust
Illinois
$1.22M 123,982 +78,705 +174%
OSAM
15
O'Shaughnessy Asset Management
Connecticut
$809K 82,168 -4,436 -5%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$694K 70,492 +116 +0.2%
EF
17
Empowered Funds
Pennsylvania
$609K 61,856 +5,204 +9%
Barclays
18
Barclays
United Kingdom
$604K 61,312 +23,034 +60%
EWA
19
EP Wealth Advisors
California
$599K 60,825 – –
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$572K 58,026 -8,164 -12%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$570K 58,081 – –
PWA
22
Physician Wealth Advisors
Utah
$527K 53,483 – –
Morgan Stanley
23
Morgan Stanley
New York
$469K 47,564 +15,477 +48%
Charles Schwab
24
Charles Schwab
California
$435K 44,205 +44,205 New
RWM
25
Ritholtz Wealth Management
New York
$429K 43,527 +4,552 +12%
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