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Security National Financial

69 hedge funds and large institutions have $98.4M invested in Security National Financial in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

10% more funds holding

Funds holding: 6369 (+6)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 23

2.72% less ownership

Funds ownership: 55.96%53.23% (-2.7%)

8% less capital invested

Capital invested by funds: $107M → $98.4M (-$8.17M)

Holders
69
Holders Change
+6
Holders Change %
+9.52%
% of All Funds
0.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
21
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
26
Ritholtz Wealth Management
New York
$276K -$123K -14,560 -30%
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$239K -$295K -35,049 -55%
Deutsche Bank
28
Deutsche Bank
Germany
$221K +$226K +26,797 New
HSBC Holdings
29
HSBC Holdings
United Kingdom
$180K -$28.3K -3,358 -13%
N
30
Nuveen
North Carolina
$174K
LCM
31
Lunt Capital Management
Utah
$156K +$5.83K +692 +4%
Citadel Advisors
32
Citadel Advisors
Florida
$143K -$108K -12,856 -43%
TI
33
Trexquant Investment
Connecticut
$142K +$145K +17,169 New
Invesco
34
Invesco
Georgia
$137K +$19.9K +2,365 +17%
JP Morgan Chase
35
JP Morgan Chase
New York
$136K +$8.68K +1,030 +7%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$119K -$28.6K -3,393 -19%
BMCM
37
Black Maple Capital Management
Wisconsin
$111K +$114K +13,479 New
UBS Group
38
UBS Group
Switzerland
$107K +$51.7K +6,133 +90%
Wells Fargo
39
Wells Fargo
California
$105K +$17.1K +2,028 +19%
Bank of America
40
Bank of America
North Carolina
$102K -$3.95K -469 -4%
PAM
41
Panagora Asset Management
Massachusetts
$92.8K -$5.46K -648 -5%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$73.7K -$23.2K -2,757 -24%
Acadian Asset Management
43
Acadian Asset Management
Massachusetts
$72K -$464K -55,095 -86%
Mirae Asset Global ETFs Holdings
44
Mirae Asset Global ETFs Holdings
Hong Kong
$62.3K -$11.2K -1,332 -15%
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$55.5K +$30.4K +3,605 +116%
FFA
46
Farther Finance Advisors
California
$55.3K
UBS AM
47
UBS AM
Illinois
$31.9K +$32.6K +3,865 New
PFSRSONJ
48
Police & Firemen's Retirement System of New Jersey
New Jersey
$27.3K -$8 -1 -0%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$13.8K +$13.5K +1,604 +2,430%
AIP
50
Ameritas Investment Partners
Nebraska
$13.7K

SNFCA Hedge Fund Activity: Q3 2025 in Review

69 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q3 2025, worth a combined $98.4M — down 7.7% from $107M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SNFCA positions and 5 closed out — a net gain of 8 holders — while 21 added to existing stakes and 23 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $1.14M. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $694K sold.

  • 69 institutional investors held Security National Financial (SNFCA) as of Q3 2025, up from 63 in Q2 2025.
  • Funds reported $98.4M of Security National Financial stock for Q3 2025, down 7.7% quarter-over-quarter.
  • 13 funds opened new Security National Financial positions in Q3 2025 and 5 closed out, a net change of +8 holders.
  • The largest Security National Financial buyer in Q3 2025 was Goldman Sachs, an estimated $1.14M added.
  • The largest Security National Financial seller in Q3 2025 was Janney Montgomery Scott, an estimated $694K sold.

Based on aggregated 13F filings for Q3 2025.