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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.

Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
0.82%
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 Market Value Shares Shares
Change
Shares
Change %
SIA
1
Soltis Investment Advisors
Utah
$31M 2,565,504 -58,327 -2%
MI
2
M3F Inc
Utah
$24.4M 2,016,765 +2,903 +0.1%
LI
3
LHM Inc
Utah
$9.45M 781,169 -82,490 -10%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$8.37M 691,414 +18,035 +3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.88M 651,073 +16,100 +3%
Ameriprise
6
Ameriprise
Minnesota
$5.64M 466,072 +18,174 +4%
BCM
7
Bridgeway Capital Management
Texas
$4.01M 331,500 -4,350 -1%
RC
8
RBF Capital
California
$3.57M 294,928
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$3.42M 282,906 +45,215 +19%
Millennium Management
10
Millennium Management
New York
$3.21M 265,488 +143,581 +118%
Renaissance Technologies
11
Renaissance Technologies
New York
$2.97M 245,706 -39,900 -14%
BlackRock
12
BlackRock
New York
$2.17M 179,205 +2,509 +1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$1.59M 131,669 +1,308 +1%
Goldman Sachs
14
Goldman Sachs
New York
$1.13M 93,796 +25,020 +36%
OSAM
15
O'Shaughnessy Asset Management
Connecticut
$1.05M 86,604 -7,078 -8%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$852K 70,376 -744 -1%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$801K 66,190 -7,839 -11%
EWA
18
EP Wealth Advisors
California
$736K 60,825
Jane Street
19
Jane Street
New York
$724K 59,860 -18,397 -24%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$701K 58,081 +43,670 +303%
EF
21
Empowered Funds
Pennsylvania
$685K 56,652 +4,250 +8%
PWA
22
Physician Wealth Advisors
Utah
$647K 53,483 +22,730 +74%
State Street
23
State Street
Massachusetts
$593K 49,026
Northern Trust
24
Northern Trust
Illinois
$548K 45,277 -578 -1%
TC
25
TownSquare Capital
Utah
$500K 41,291