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Security National Financial

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.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

2% more funds holding

Funds holding: 5960 (+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: 33 (0)

33% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 24

Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
0.8%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
6
Increased
16
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Soltis Investment Advisors
Utah
$31M -$730K -64,306 -2%
MI
2
M3F Inc
Utah
$24.4M +$36.3K +3,200 +0.1%
LI
3
LHM Inc
Utah
$9.45M -$1.03M -90,945 -10%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$8.37M +$226K +19,884 +3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.88M +$202K +17,750 +3%
Ameriprise
6
Ameriprise
Minnesota
$5.64M +$228K +20,036 +4%
BCM
7
Bridgeway Capital Management
Texas
$4.01M -$54.5K -4,796 -1%
RC
8
RBF Capital
California
$3.57M
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$3.42M +$566K +49,850 +19%
Millennium Management
10
Millennium Management
New York
$3.21M +$1.8M +158,299 +118%
Renaissance Technologies
11
Renaissance Technologies
New York
$2.97M -$499K -43,990 -14%
BlackRock
12
BlackRock
New York
$2.17M +$31.4K +2,767 +1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$1.59M +$16.4K +1,442 +1%
Goldman Sachs
14
Goldman Sachs
New York
$1.13M +$313K +27,584 +36%
OSAM
15
O'Shaughnessy Asset Management
Connecticut
$1.05M -$88.6K -7,803 -8%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$852K -$9.31K -820 -1%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$801K -$98.1K -8,643 -11%
EWA
18
EP Wealth Advisors
California
$736K
Jane Street
19
Jane Street
New York
$724K -$230K -20,282 -24%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$701K +$547K +48,146 +303%
EF
21
Empowered Funds
Pennsylvania
$685K +$53.2K +4,686 +8%
PWA
22
Physician Wealth Advisors
Utah
$647K +$285K +25,060 +74%
State Street
23
State Street
Massachusetts
$593K
Northern Trust
24
Northern Trust
Illinois
$548K -$7.23K -637 -1%
TC
25
TownSquare Capital
Utah
$500K

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.