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Security National Financial

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: 7280 (+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: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
51
MetLife Investment Management
New Jersey
$43K -$43.8K -5,115 -52%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$40.1K +$21.7K +2,529 +132%
TRCT
53
Tower Research Capital (TRC)
New York
$36.2K +$23.5K +2,745 +217%
BNP Paribas Financial Markets
54
BNP Paribas Financial Markets
France
$35.2K -$1.45K -169 -4%
PFSRSONJ
55
Police & Firemen's Retirement System of New Jersey
New Jersey
$29.8K
Russell Investments Group
56
Russell Investments Group
United Kingdom
$27.1K +$6.01K +702 +31%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$19.1K +$14.3K +1,671 +377%
AIP
58
Ameritas Investment Partners
Nebraska
$15K
Legal & General Group
59
Legal & General Group
United Kingdom
$13.2K
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$8.34K -$1.08K -126 -12%
Citigroup
61
Citigroup
New York
$7.17K +$3.47K +405 +104%
Jones Financial Companies
62
Jones Financial Companies
Missouri
$6.45K +$6.28K +733 New
SCM
63
Sterling Capital Management
North Carolina
$5.1K -$3.59K -419 -43%
CBT
64
CoreFirst Bank & Trust
Kansas
$3.35K
GI
65
GAMMA Investing
California
$2.56K +$1.7K +198 +230%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$2.27K +$2.16K +252 New
IA
67
IFP Advisors
Florida
$1.36K +$43 +5 +3%
EWA
68
EverSource Wealth Advisors
Alabama
$824 +$411 +48 +112%
EP
69
Essential Partners
California
$664 +$600 +70 +1,750%
RIL
70
Rothschild Investment LLC
Illinois
$398 +$60 +7 +19%
UBS AM
71
UBS AM
Illinois
$379 +$360 +42 New
AF
72
Allworth Financial
California
$361 +$308 +36 +900%
TFA
73
Transamerica Financial Advisors
Florida
$218 +$206 +24 New
MCM
74
MAI Capital Management
Ohio
$48 +$9 +1 +25%
TWD
75
True Wealth Design
Ohio
$48 +$43 +5 New

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.