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Security National Financial
SNFCA

Overview Fund Activity

64 hedge funds and large institutions have $107M invested in Security National Financial in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+4
Holders Change %
+6.67%
% of All Funds
0.86%
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
13
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$5.18M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.74M
3
Raymond James Financial
Raymond James Financial
Florida
+$1.39M
4
MI
M3F Inc
Utah
+$1.04M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$945K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.56M
2
Millennium Management
Millennium Management
New York
-$2.19M
3
Goldman Sachs
Goldman Sachs
New York
-$508K
4
TC
TownSquare Capital
Utah
-$500K
5
LI
LHM Inc
Utah
-$424K
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
26
Millennium Management
New York
$428K -$2.19M -233,112 -84%
Goldman Sachs
27
Goldman Sachs
New York
$416K -$508K -54,138 -55%
SMF
28
Scott Marsh Financial
Utah
$407K +$407K +43,356 New
ECM
29
Evergreen Capital Management
Washington
$369K +$369K +39,291 New
Bank of New York Mellon
30
Bank of New York Mellon
New York
$328K +$328K +34,980 New
Marshall Wace
31
Marshall Wace
United Kingdom
$283K +$71.3K +7,605 +34%
Citadel Advisors
32
Citadel Advisors
Florida
$270K +$270K +28,787 New
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$228K -$2.56M -272,697 -92%
HSBC Holdings
34
HSBC Holdings
United Kingdom
$223K -$56.4K -6,081 -20%
Jane Street
35
Jane Street
New York
$210K -$379K -40,455 -64%
NL
36
Nuveen LLC
North Carolina
$188K +$188K +20,058 New
LCM
37
Lunt Capital Management
Utah
$162K +$6.17K +658 +4%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$160K +$160K +17,003 New
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$138K +$137K +14,590 +16,211%
Invesco
40
Invesco
Georgia
$127K +$127K +13,500 New
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$121K +$11.6K +1,229 +11%
Bank of America
42
Bank of America
North Carolina
$115K +$53.2K +5,668 +86%
PAM
43
Panagora Asset Management
Massachusetts
$106K +$106K +11,323 New
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$104K +$104K +11,130 New
Wells Fargo
45
Wells Fargo
California
$95.2K +$93.1K +9,921 +4,313%
MIM
46
MetLife Investment Management
New Jersey
$90.9K +$90.9K +9,687 New
Mirae Asset Global ETFs Holdings
47
Mirae Asset Global ETFs Holdings
Hong Kong
$79.3K +$79.3K +8,451 New
UBS Group
48
UBS Group
Switzerland
$61K -$60.5K -6,452 -50%
FFA
49
Farther Finance Advisors
California
$59.9K – – –
Citigroup
50
Citigroup
New York
$58.6K -$35.9K -3,830 -38%
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