We are live on ! Find out more
SNFCA icon

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.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

67% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 15

31% more capital invested

Capital invested by funds: $91.8M → $121M (+$28.7M)

16% more funds holding

Funds holding: 5159 (+8)

0.07% more ownership

Funds ownership: 52.12%52.19% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
59
Holders Change
+8
Holders Change %
+15.69%
% of All Funds
0.78%
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
Change in
Stake
SIA
1
Soltis Investment Advisors
Utah
$31.6M -$2.19M -217,321 -7%
MI
2
M3F Inc
Utah
$24.2M -$401K -39,842 -2%
LI
3
LHM Inc
Utah
$10.4M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$8.1M +$428K +42,470 +6%
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.64M -$806K -80,042 -10%
Ameriprise
6
Ameriprise
Minnesota
$5.39M +$5.56K +552 +0.1%
BCM
7
Bridgeway Capital Management
Texas
$4.04M -$58.9K -5,845 -2%
RC
8
RBF Capital
California
$3.55M -$17.8K -1,767 -0.5%
Renaissance Technologies
9
Renaissance Technologies
New York
$3.44M -$390K -38,697 -11%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.86M +$2.39M +237,384 +962%
BlackRock
11
BlackRock
New York
$2.13M +$187K +18,615 +11%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.57M -$22.8K -2,263 -2%
Millennium Management
13
Millennium Management
New York
$1.47M +$446K +44,252 +49%
OSAM
14
O'Shaughnessy Asset Management
Connecticut
$1.13M +$311K +30,872 +43%
Jane Street
15
Jane Street
New York
$941K +$414K +41,152 +91%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$891K -$131K -12,968 -14%
Qube Research & Technologies (QRT)
17
Qube Research & Technologies (QRT)
United Kingdom
$857K +$323K +32,037 +69%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$856K -$10.1K -998 -1%
Goldman Sachs
19
Goldman Sachs
New York
$827K +$349K +34,639 +84%
EWA
20
EP Wealth Advisors
California
$732K
EF
21
Empowered Funds
Pennsylvania
$630K +$27.1K +2,691 +5%
State Street
22
State Street
Massachusetts
$590K -$23.7K -2,356 -4%
Northern Trust
23
Northern Trust
Illinois
$552K +$30.4K +3,022 +6%
Barclays
24
Barclays
United Kingdom
$528K +$15.5K +1,538 +3%
TC
25
TownSquare Capital
Utah
$497K -$833K -82,688 -64%

SNFCA Hedge Fund Activity: Q4 2024 in Review

59 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q4 2024, worth a combined $121M — up 31% from $91.8M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SNFCA positions and 2 closed out — a net gain of 9 holders — while 25 added to existing stakes and 15 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $2.39M. The largest seller was Soltis Investment Advisors, cutting an estimated $2.19M.

  • 59 institutional investors held Security National Financial (SNFCA) as of Q4 2024, up from 51 in Q3 2024.
  • Funds reported $121M of Security National Financial stock for Q4 2024, up 31% quarter-over-quarter.
  • 11 funds opened new Security National Financial positions in Q4 2024 and 2 closed out, a net change of +9 holders.
  • The largest Security National Financial buyer in Q4 2024 was Susquehanna International Group, an estimated $2.39M added.
  • The largest Security National Financial seller in Q4 2024 was Soltis Investment Advisors, an estimated $2.19M sold.

Based on aggregated 13F filings for Q4 2024.