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Security National Financial

60 hedge funds and large institutions have $122M invested in Security National Financial in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

2% more funds holding

Funds holding: 5960 (+1)

1% more capital invested

Capital invested by funds: $121M → $122M (+$1.31M)

0.26% more ownership

Funds ownership: 52.19%52.45% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

33% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 24

Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
0.8%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
6
Increased
16
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
26
Ritholtz Wealth Management
New York
$472K -$22K -1,939 -4%
Barclays
27
Barclays
United Kingdom
$463K -$70.1K -6,178 -13%
Morgan Stanley
28
Morgan Stanley
New York
$388K -$23.5K -2,070 -6%
HSBC Holdings
29
HSBC Holdings
United Kingdom
$349K -$25.1K -2,212 -7%
HF
30
HRT Financial
New York
$348K +$360K +31,733 New
Qube Research & Technologies (QRT)
31
Qube Research & Technologies (QRT)
United Kingdom
$337K -$543K -47,849 -61%
HIM
32
Hillsdale Investment Management
Ontario, Canada
$261K +$25K +2,205 +10%
Marshall Wace
33
Marshall Wace
United Kingdom
$260K -$180K -15,811 -40%
ECM
34
ExodusPoint Capital Management
New York
$199K +$206K +18,143 New
LCM
35
Lunt Capital Management
Utah
$192K
SSA
36
Schonfeld Strategic Advisors
New York
$190K -$160K -14,062 -45%
JG
37
Jain Global
New York
$183K +$189K +16,663 New
Balyasny Asset Management
38
Balyasny Asset Management
Illinois
$174K +$180K +15,857 New
TI
39
Trexquant Investment
Connecticut
$174K +$180K +15,825 New
JFG
40
Jefferies Financial Group
New York
$156K -$9.16K -807 -5%
UBS Group
41
UBS Group
Switzerland
$149K -$65.9K -5,803 -30%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$133K
CSS
43
Cubist Systematic Strategies
Connecticut
$129K +$43.3K +3,817 +48%
PAS
44
Point72 Asia (Singapore)
Singapore
$125K -$60.8K -5,351 -32%
Raymond James Financial
45
Raymond James Financial
Florida
$122K +$126K +11,114 New
Citigroup
46
Citigroup
New York
$116K -$168K -14,839 -58%
Bank of America
47
Bank of America
North Carolina
$75.8K -$137K -12,084 -64%
FFA
48
Farther Finance Advisors
California
$68.1K
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$8.42K -$17.3K -1,523 -67%
ST
50
Smithfield Trust
Pennsylvania
$8K

SNFCA Hedge Fund Activity: Q1 2025 in Review

60 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q1 2025, worth a combined $122M — up 1.1% from $121M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SNFCA positions and 5 closed out — a net gain of 1 holder — while 16 added to existing stakes and 24 trimmed.

The largest buyer was Millennium Management, adding an estimated $1.8M. The largest seller was LHM Inc, cutting an estimated $1.03M.

  • 60 institutional investors held Security National Financial (SNFCA) as of Q1 2025, up from 59 in Q4 2024.
  • Funds reported $122M of Security National Financial stock for Q1 2025, up 1.1% quarter-over-quarter.
  • 6 funds opened new Security National Financial positions in Q1 2025 and 5 closed out, a net change of +1 holder.
  • The largest Security National Financial buyer in Q1 2025 was Millennium Management, an estimated $1.8M added.
  • The largest Security National Financial seller in Q1 2025 was LHM Inc, an estimated $1.03M sold.

Based on aggregated 13F filings for Q1 2025.