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Security National Financial

63 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 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 13

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

5% more funds holding

Funds holding: 6063 (+3)

3.5% more ownership

Funds ownership: 52.45%55.96% (+3.5%)

12% less capital invested

Capital invested by funds: $122M → $107M (-$15.2M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
0.83%
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
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
26
Millennium Management
New York
$428K -$2.19M -244,769 -84%
Goldman Sachs
27
Goldman Sachs
New York
$416K -$509K -56,845 -55%
SMF
28
Scott Marsh Financial
Utah
$407K +$408K +45,523 New
ECM
29
Evergreen Capital Management
Washington
$369K +$369K +41,256 New
Bank of New York Mellon
30
Bank of New York Mellon
New York
$328K +$329K +36,729 New
Marshall Wace
31
Marshall Wace
United Kingdom
$283K +$71.5K +7,985 +34%
Citadel Advisors
32
Citadel Advisors
Florida
$270K +$271K +30,226 New
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$228K -$2.56M -286,333 -92%
HSBC Holdings
34
HSBC Holdings
United Kingdom
$223K -$57.2K -6,384 -20%
Jane Street
35
Jane Street
New York
$210K -$380K -42,479 -64%
N
36
Nuveen
North Carolina
$188K +$189K +21,061 New
LCM
37
Lunt Capital Management
Utah
$162K +$6.19K +691 +4%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$160K +$160K +17,853 New
JP Morgan Chase
39
JP Morgan Chase
New York
$138K +$137K +15,319 +16,125%
Invesco
40
Invesco
Georgia
$127K +$127K +14,175 New
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$121K +$11.6K +1,290 +11%
Bank of America
42
Bank of America
North Carolina
$115K +$53.3K +5,952 +86%
PAM
43
Panagora Asset Management
Massachusetts
$106K +$106K +11,889 New
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$104K +$105K +11,687 New
Wells Fargo
45
Wells Fargo
California
$95.2K +$93.3K +10,418 +4,323%
MIM
46
MetLife Investment Management
New Jersey
$90.9K +$91.1K +10,172 New
Mirae Asset Global ETFs Holdings
47
Mirae Asset Global ETFs Holdings
Hong Kong
$79.3K +$79.5K +8,874 New
UBS Group
48
UBS Group
Switzerland
$61K -$60.7K -6,775 -50%
FFA
49
Farther Finance Advisors
California
$59.9K
Citigroup
50
Citigroup
New York
$58.6K -$36K -4,020 -38%

SNFCA Hedge Fund Activity: Q2 2025 in Review

63 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q2 2025, worth a combined $107M — down 12% from $122M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SNFCA positions and 15 closed out — a net gain of 3 holders — while 23 added to existing stakes and 13 trimmed.

The largest buyer was BlackRock, adding an estimated $5.19M. The largest seller was Susquehanna International Group, cutting an estimated $2.56M.

  • 63 institutional investors held Security National Financial (SNFCA) as of Q2 2025, up from 60 in Q1 2025.
  • Funds reported $107M of Security National Financial stock for Q2 2025, down 12% quarter-over-quarter.
  • 18 funds opened new Security National Financial positions in Q2 2025 and 15 closed out, a net change of +3 holders.
  • The largest Security National Financial buyer in Q2 2025 was BlackRock, an estimated $5.19M added.
  • The largest Security National Financial seller in Q2 2025 was Susquehanna International Group, an estimated $2.56M sold.

Based on aggregated 13F filings for Q2 2025.