Security National Financial
SNFCA
60 hedge funds and large institutions have $122M invested in Security National Financial in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 24 reducing their positions, and 5 closing their positions.
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
2% more funds holding
Funds holding: 59 → 60 (+1)
1% more capital invested
Capital invested by funds: $121M → $122M (+$1.31M)
0.26% more ownership
Funds ownership: 52.19% → 52.45% (+0.26%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
33% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$1.8M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$566K |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$547K |
| 4 |
HF
HRT Financial
New York
|
+$360K |
| 5 |
Goldman Sachs
New York
|
+$313K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LI
LHM Inc
Sandy,
Utah
|
-$1.03M |
| 2 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$730K |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$543K |
| 4 |
Renaissance Technologies
New York
|
-$499K |
| 5 |
6CM
683 Capital Management
New York
|
-$354K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fidelity Investments
Boston,
Massachusetts
| $5.37K | -$1.75K | -154 | -24% |
|
|
PD
52
Point72 (DIFC)
Dubai,
United Arab Emirates
| $4.51K | +$2.1K | +185 | +82% |
|
53
Comerica Bank
Dallas,
Texas
| $3.31K | – | – | – |
|
54
Wells Fargo
San Francisco,
California
| $2.65K | – | – | – |
|
|
TRCT
55
Tower Research Capital (TRC)
New York
| $2.37K | -$46.2K | -4,067 | -95% |
|
56
Osaic Holdings
Scottsdale,
Arizona
| $1.84K | – | – | – |
|
|
IA
57
IFP Advisors
Tampa,
Florida
| $1.52K | – | – | – |
|
58
JP Morgan Chase
New York
| $1.04K | +$431 | +38 | +67% |
|
59
Russell Investments Group
London,
United Kingdom
| $726 | – | – | – |
|
60
RhumbLine Advisers
Boston,
Massachusetts
| $29 | -$11 | -1 | Closed |
|
|
SS
61
SBI Securities
Tokyo,
Japan
| $12 | – | – | – |
|
|
6CM
62
683 Capital Management
New York
| – | -$354K | -32,412 | Closed |
|
63
Citadel Advisors
Miami,
Florida
| – | -$230K | -21,062 | Closed |
|
|
ACM
64
Aster Capital Management
Dubai,
United Arab Emirates
| – | -$71.8K | -6,582 | Closed |
|
|
VHAM
65
Van Hulzen Asset Management
El Dorado Hills,
California
| – | -$16.9K | -1,549 | Closed |
|
SNFCA Hedge Fund Activity: Q1 2025 in Review
60 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q1 2025, worth a combined $122M — up 1.1% from $121M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SNFCA positions and 5 closed out — a net gain of 1 holder — while 16 added to existing stakes and 24 trimmed.
The largest buyer was Millennium Management, adding an estimated $1.8M. The largest seller was LHM Inc, cutting an estimated $1.03M.
- 60 institutional investors held Security National Financial (SNFCA) as of Q1 2025, up from 59 in Q4 2024.
- Funds reported $122M of Security National Financial stock for Q1 2025, up 1.1% quarter-over-quarter.
- 6 funds opened new Security National Financial positions in Q1 2025 and 5 closed out, a net change of +1 holder.
- The largest Security National Financial buyer in Q1 2025 was Millennium Management, an estimated $1.8M added.
- The largest Security National Financial seller in Q1 2025 was LHM Inc, an estimated $1.03M sold.
Based on aggregated 13F filings for Q1 2025.