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Security National Financial

72 hedge funds and large institutions have $83.7M invested in Security National Financial in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

4% more funds holding

Funds holding: 6972 (+3)

4% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 23

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9.67% less ownership

Funds ownership: 53.23%43.57% (-9.7%)

15% less capital invested

Capital invested by funds: $98.4M → $83.7M (-$14.7M)

Holders
72
Holders Change
+3
Holders Change %
+4.35%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
24
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
26
O'Shaughnessy Asset Management
Connecticut
$305K -$222K -27,585 -44%
Millennium Management
27
Millennium Management
New York
$299K -$230K -28,462 -45%
Arrowstreet Capital
28
Arrowstreet Capital
Massachusetts
$238K -$9.87K -1,224 -4%
BMCM
29
Black Maple Capital Management
Wisconsin
$217K +$95.2K +11,803 +88%
RWM
30
Ritholtz Wealth Management
New York
$209K -$73.4K -9,095 -27%
N
31
Nuveen
North Carolina
$201K +$18.7K +2,314 +11%
HSBC Holdings
32
HSBC Holdings
United Kingdom
$188K
Wells Fargo
33
Wells Fargo
California
$166K +$54K +6,693 +53%
Bank of America
34
Bank of America
North Carolina
$164K +$54.7K +6,777 +55%
LCM
35
Lunt Capital Management
Utah
$162K
Invesco
36
Invesco
Georgia
$153K +$10.3K +1,282 +8%
JP Morgan Chase
37
JP Morgan Chase
New York
$149K +$7.38K +915 +6%
Deutsche Bank
38
Deutsche Bank
Germany
$119K -$105K -12,957 -48%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$106K +$99.6K +12,352 New
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$102K -$21.2K -2,626 -18%
Squarepoint
41
Squarepoint
New York
$101K -$303K -37,545 -76%
UBS Group
42
UBS Group
Switzerland
$88.6K -$21.2K -2,631 -20%
MIM
43
MetLife Investment Management
New Jersey
$84.8K +$79.7K +9,883 New
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$76.6K
Mirae Asset Global ETFs Holdings
45
Mirae Asset Global ETFs Holdings
Hong Kong
$66.7K +$1.86K +231 +3%
FFA
46
Farther Finance Advisors
California
$57.5K
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$34.9K -$21.4K -2,659 -40%
PFSRSONJ
48
Police & Firemen's Retirement System of New Jersey
New Jersey
$28.4K
Russell Investments Group
49
Russell Investments Group
United Kingdom
$19.7K +$5.04K +625 +37%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$16.5K +$12.5K +1,548 +418%

SNFCA Hedge Fund Activity: Q4 2025 in Review

72 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q4 2025, worth a combined $83.7M — down 15% from $98.4M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SNFCA positions and 10 closed out — a net gain of 3 holders — while 24 added to existing stakes and 23 trimmed.

The largest buyer was BlackRock, adding an estimated $724K. The largest seller was Soltis Investment Advisors, exiting entirely with an estimated $22.9M sold.

  • 72 institutional investors held Security National Financial (SNFCA) as of Q4 2025, up from 69 in Q3 2025.
  • Funds reported $83.7M of Security National Financial stock for Q4 2025, down 15% quarter-over-quarter.
  • 13 funds opened new Security National Financial positions in Q4 2025 and 10 closed out, a net change of +3 holders.
  • The largest Security National Financial buyer in Q4 2025 was BlackRock, an estimated $724K added.
  • The largest Security National Financial seller in Q4 2025 was Soltis Investment Advisors, an estimated $22.9M sold.

Based on aggregated 13F filings for Q4 2025.