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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 %
SIA
1
Soltis Investment Advisors
Utah
$25.1M -$142K -15,128 -0.6%
MI
2
M3F Inc
Utah
$20.9M +$1.04M +110,943 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.36M +$945K +100,707 +15%
LI
4
LHM Inc
Utah
$7.27M -$424K -45,204 -6%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$7.21M +$398K +42,435 +6%
BlackRock
6
BlackRock
New York
$6.94M +$5.18M +552,007 +293%
Ameriprise
7
Ameriprise
Minnesota
$4.61M +$17.2K +1,833 +0.4%
BCM
8
Bridgeway Capital Management
Texas
$3.32M +$51.3K +5,464 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$3.04M +$1.74M +185,846 +134%
RC
10
RBF Capital
California
$2.91M – – –
Renaissance Technologies
11
Renaissance Technologies
New York
$2.54M +$120K +12,762 +5%
Raymond James Financial
12
Raymond James Financial
Florida
$1.49M +$1.39M +148,687 +1,405%
State Street
13
State Street
Massachusetts
$1.4M +$918K +97,829 +190%
Northern Trust
14
Northern Trust
Illinois
$1.22M +$775K +82,640 +174%
OSAM
15
O'Shaughnessy Asset Management
Connecticut
$809K -$43.7K -4,658 -5%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$694K +$1.14K +122 +0.2%
EF
17
Empowered Funds
Pennsylvania
$609K +$51.3K +5,464 +9%
Barclays
18
Barclays
United Kingdom
$604K +$227K +24,186 +60%
EWA
19
EP Wealth Advisors
California
$599K – – –
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$572K -$80.4K -8,573 -12%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$570K – – –
PWA
22
Physician Wealth Advisors
Utah
$527K – – –
Morgan Stanley
23
Morgan Stanley
New York
$469K +$152K +16,251 +48%
Charles Schwab
24
Charles Schwab
California
$435K +$435K +46,415 New
RWM
25
Ritholtz Wealth Management
New York
$429K +$44.8K +4,779 +12%
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