SNFCA icon

Security National Financial

79 hedge funds and large institutions have $89.6M invested in Security National Financial in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$817K
2 +$757K
3 +$230K
4
AQR Capital Management
AQR Capital Management
Connecticut
+$198K
5
BlackRock
BlackRock
New York
+$154K
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
51
MetLife Investment Management
New Jersey
$43K
Fidelity Investments
52
Fidelity Investments
Massachusetts
$40.1K
TRCT
53
Tower Research Capital (TRC)
New York
$36.2K
BNP Paribas Financial Markets
54
BNP Paribas Financial Markets
France
$35.2K
PFSRSONJ
55
Police & Firemen's Retirement System of New Jersey
New Jersey
$29.8K
Russell Investments Group
56
Russell Investments Group
United Kingdom
$27.1K
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$19.1K
AIP
58
Ameritas Investment Partners
Nebraska
$15K
Legal & General Group
59
Legal & General Group
United Kingdom
$13.2K
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$8.34K
Citigroup
61
Citigroup
New York
$7.17K
Jones Financial Companies
62
Jones Financial Companies
Missouri
$6.45K
SCM
63
Sterling Capital Management
North Carolina
$5.1K
GI
64
GAMMA Investing
California
$2.56K
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$2.27K
IA
66
IFP Advisors
Florida
$1.36K
EWA
67
EverSource Wealth Advisors
Alabama
$824
EP
68
Essential Partners
California
$664
RIL
69
Rothschild Investment LLC
Illinois
$398
UBS AM
70
UBS AM
Illinois
$379
AF
71
Allworth Financial
California
$361
TFA
72
Transamerica Financial Advisors
Florida
$218
MCM
73
MAI Capital Management
Ohio
$48
TWD
74
True Wealth Design
Ohio
$48
RFP
75
Root Financial Partners
California
$38