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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 %
Millennium Management
26
Millennium Management
New York
$428K 43,476 -222,012 -84%
Goldman Sachs
27
Goldman Sachs
New York
$416K 42,236 -51,560 -55%
SMF
28
Scott Marsh Financial
Utah
$407K 41,291 +41,291 New
ECM
29
Evergreen Capital Management
Washington
$369K 37,420 +37,420 New
Bank of New York Mellon
30
Bank of New York Mellon
New York
$328K 33,314 +33,314 New
Marshall Wace
31
Marshall Wace
United Kingdom
$283K 28,735 +7,243 +34%
Citadel Advisors
32
Citadel Advisors
Florida
$270K 27,416 +27,416 New
HSBC Holdings
33
HSBC Holdings
United Kingdom
$223K 22,926 -5,791 -20%
Jane Street
34
Jane Street
New York
$210K 21,331 -38,529 -64%
NL
35
Nuveen LLC
North Carolina
$188K 19,103 +19,103 New
LCM
36
Lunt Capital Management
Utah
$162K 16,489 +627 +4%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$160K 16,193 +16,193 New
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$138K 13,981 +13,895 +16,157%
Invesco
39
Invesco
Georgia
$127K 12,857 +12,857 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$121K 12,195 +1,170 +11%
Bank of America
41
Bank of America
North Carolina
$115K 11,664 +5,398 +86%
PAM
42
Panagora Asset Management
Massachusetts
$106K 10,784 +10,784 New
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$104K 10,600 +10,600 New
Wells Fargo
44
Wells Fargo
California
$95.2K 9,668 +9,449 +4,315%
MIM
45
MetLife Investment Management
New Jersey
$90.9K 9,226 +9,226 New
Mirae Asset Global ETFs Holdings
46
Mirae Asset Global ETFs Holdings
Hong Kong
$79.3K 8,049 +8,049 New
UBS Group
47
UBS Group
Switzerland
$61K 6,193 -6,145 -50%
FFA
48
Farther Finance Advisors
California
$59.9K 6,078 – –
Citigroup
49
Citigroup
New York
$58.6K 5,947 -3,647 -38%
PFSRSONJ
50
Police & Firemen's Retirement System of New Jersey
New Jersey
$29.5K 2,998 +2,998 New
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