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Security National Financial

59 hedge funds and large institutions have $121M invested in Security National Financial in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 2 closing their positions.

Holders
59
Holders Change
+8
Holders Change %
+15.69%
% of All Funds
0.79%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
25
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RWM
26
Ritholtz Wealth Management
New York
$490K +$182K +15,842 +59%
Marshall Wace
27
Marshall Wace
United Kingdom
$431K +$128K +11,209 +42%
Morgan Stanley
28
Morgan Stanley
New York
$409K +$20.2K +1,762 +5%
PWA
29
Physician Wealth Advisors
Utah
$370K -$18.6K -1,620 -5%
HSBC Holdings
30
HSBC Holdings
United Kingdom
$369K
6CM
31
683 Capital Management
New York
$354K +$354K +30,869 New
SSA
32
Schonfeld Strategic Advisors
New York
$342K +$342K +29,876 New
Citigroup
33
Citigroup
New York
$277K +$49.9K +4,352 +22%
HIM
34
Hillsdale Investment Management
Ontario, Canada
$236K +$236K +20,580 New
Citadel Advisors
35
Citadel Advisors
Florida
$230K -$265K -23,157 -54%
UBS Group
36
UBS Group
Switzerland
$212K +$211K +18,392 +20,436%
Bank of America
37
Bank of America
North Carolina
$207K +$50.1K +4,369 +32%
LCM
38
Lunt Capital Management
Utah
$191K
PAS
39
Point72 Asia (Singapore)
Singapore
$183K +$12K +1,050 +7%
Acadian Asset Management
40
Acadian Asset Management
Massachusetts
$173K +$173K +15,132 New
JFG
41
Jefferies Financial Group
New York
$164K +$21.8K +1,905 +15%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$133K
CSS
43
Cubist Systematic Strategies
Connecticut
$86.8K +$58.2K +5,084 +204%
FFA
44
Farther Finance Advisors
California
$73.1K +$73.1K +6,382 New
ACM
45
Aster Capital Management
United Arab Emirates
$71.8K
TRCT
46
Tower Research Capital (TRC)
New York
$46.7K +$41.5K +3,623 +795%
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$25K -$4.94K -431 -17%
VHAM
48
Van Hulzen Asset Management
California
$16.9K +$16.9K +1,475 New
ST
49
Smithfield Trust
Pennsylvania
$8K +$8K +669 New
Fidelity Investments
50
Fidelity Investments
Massachusetts
$7.03K +$1.1K +96 +19%