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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
TRCT
51
Tower Research Capital (TRC)
New York
$13.2K +$13.5K +1,603 New
Legal & General Group
52
Legal & General Group
United Kingdom
$12.1K
Citigroup
53
Citigroup
New York
$10.7K -$44.4K -5,267 -80%
SCM
54
Sterling Capital Management
North Carolina
$9.25K +$5.74K +681 +155%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$8.37K
ST
56
Smithfield Trust
Pennsylvania
$6K
AB
57
Amalgamated Bank
New York
$5K -$8 -1 -0.2%
C
58
Covestor
United Kingdom
$5K +$4.61K +547 New
Fidelity Investments
59
Fidelity Investments
Massachusetts
$3.05K -$110 -13 -3%
AAP
60
Arax Advisory Partners
Colorado
$1.59K +$1.62K +192 New
IA
61
IFP Advisors
Florida
$1.14K
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$1K -$112K -13,271 -99%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.38K +164 New
Comerica Bank
64
Comerica Bank
Texas
$754 -$1.56K -185 -67%
RIL
65
Rothschild Investment LLC
Illinois
$303 +$312 +37 New
EWA
66
EverSource Wealth Advisors
Alabama
$156 +$160 +19 New
EP
67
Essential Partners
California
$26 +$25 +3 New
SS
68
SBI Securities
Japan
$9
TWD
69
True Wealth Design
Ohio
$9 +$8 +1 New
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
-$694K -77,717 Closed
Marshall Wace
71
Marshall Wace
United Kingdom
-$283K -31,680 Closed
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
-$228K -25,571 Closed
Jane Street
73
Jane Street
New York
-$210K -23,517 Closed
MIM
74
MetLife Investment Management
New Jersey
-$90.9K -10,172 Closed

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.