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Security National Financial
SNFCA

80 hedge funds and large institutions have $89.6M invested in Security National Financial in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

27% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 22

11% more funds holding

Funds holding: 72 → 80 (+8)

7% more capital invested

Capital invested by funds: $83.7M → $89.6M (+$5.84M)

0.66% more ownership

Funds ownership: 43.57% → 44.23% (+0.66%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
80
Holders Change
+8
Holders Change %
+11.11%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
28
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EF
Empowered Funds
Pennsylvania
+$817K
2
Ameriprise
Ameriprise
Minnesota
+$757K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$230K
4
AQR Capital Management
AQR Capital Management
Connecticut
+$198K
5
BlackRock
BlackRock
New York
+$154K

Top Sellers

Rank Fund Capital Flow
1
BCM
Bridgeway Capital Management
Texas
-$377K
2
Goldman Sachs
Goldman Sachs
New York
-$340K
3
MI
M3F Inc
Utah
-$315K
4
Raymond James Financial
Raymond James Financial
Florida
-$255K
5
Barclays
Barclays
United Kingdom
-$194K
Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
26
Evergreen Capital Management
Washington
$372K – – –
Bank of New York Mellon
27
Bank of New York Mellon
New York
$353K +$13.8K +1,608 +4%
Morgan Stanley
28
Morgan Stanley
New York
$281K -$83K -9,687 -24%
OSAM
29
O'Shaughnessy Asset Management
Connecticut
$242K -$74.3K -8,674 -24%
N
30
Nuveen
North Carolina
$211K – – –
AQR Capital Management
31
AQR Capital Management
Connecticut
$209K +$198K +23,142 New
RWM
32
Ritholtz Wealth Management
New York
$198K -$20.6K -2,401 -10%
HSBC Holdings
33
HSBC Holdings
United Kingdom
$197K – – –
Millennium Management
34
Millennium Management
New York
$197K -$112K -13,091 -38%
Bank of America
35
Bank of America
North Carolina
$194K +$20.1K +2,350 +12%
LCM
36
Lunt Capital Management
Utah
$170K – – –
Deutsche Bank
37
Deutsche Bank
Germany
$168K +$41.2K +4,803 +35%
Invesco
38
Invesco
Georgia
$163K +$1.71K +199 +1%
Arrowstreet Capital
39
Arrowstreet Capital
Massachusetts
$119K -$124K -14,472 -52%
T. Rowe Price Associates
40
T. Rowe Price Associates
Maryland
$114K +$108K +12,617 New
BMCM
41
Black Maple Capital Management
Wisconsin
$107K -$115K -13,405 -53%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$105K -$1.35K -158 -1%
UBS Group
43
UBS Group
Switzerland
$103K +$9.12K +1,064 +10%
CFO
44
Callan Family Office
Pennsylvania
$95K +$90.2K +10,527 New
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$80.6K – – –
Mirae Asset Global ETFs Holdings
46
Mirae Asset Global ETFs Holdings
Hong Kong
$71.8K +$1.53K +179 +2%
JP Morgan Chase
47
JP Morgan Chase
New York
$64.3K -$87.8K -10,244 -59%
FFA
48
Farther Finance Advisors
California
$60.4K +$26 +3 +0%
Wells Fargo
49
Wells Fargo
California
$59.4K -$110K -12,804 -66%
VGA
50
Vanguard Global Advisers
Pennsylvania
$59.2K +$56.2K +6,556 New
1
2
3 4

SNFCA Hedge Fund Activity: Q1 2026 in Review

80 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q1 2026, worth a combined $89.6M — up 7% from $83.7M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SNFCA positions and 4 closed out — a net gain of 11 holders — while 28 added to existing stakes and 22 trimmed.

The largest buyer was Empowered Funds, opening a new position worth an estimated $817K. The largest seller was Bridgeway Capital Management, cutting an estimated $377K.

  • 80 institutional investors held Security National Financial (SNFCA) as of Q1 2026, up from 72 in Q4 2025.
  • Funds reported $89.6M of Security National Financial stock for Q1 2026, up 7% quarter-over-quarter.
  • 15 funds opened new Security National Financial positions in Q1 2026 and 4 closed out, a net change of +11 holders.
  • The largest Security National Financial buyer in Q1 2026 was Empowered Funds, an estimated $817K added.
  • The largest Security National Financial seller in Q1 2026 was Bridgeway Capital Management, an estimated $377K sold.

Based on aggregated 13F filings for Q1 2026.