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Security National Financial

63 hedge funds and large institutions have $107M invested in Security National Financial in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 13

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

5% more funds holding

Funds holding: 6063 (+3)

3.5% more ownership

Funds ownership: 52.45%55.96% (+3.5%)

12% less capital invested

Capital invested by funds: $122M → $107M (-$15.2M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
0.83%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
23
Reduced
13
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Soltis Investment Advisors
Utah
$25.1M -$142K -15,885 -0.6%
MI
2
M3F Inc
Utah
$20.9M +$1.04M +116,491 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.36M +$947K +105,743 +15%
LI
4
LHM Inc
Utah
$7.27M -$425K -47,465 -6%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$7.21M +$399K +44,557 +6%
BlackRock
6
BlackRock
New York
$6.94M +$5.19M +579,607 +293%
Ameriprise
7
Ameriprise
Minnesota
$4.61M +$17.2K +1,925 +0.4%
BCM
8
Bridgeway Capital Management
Texas
$3.32M +$51.4K +5,737 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$3.04M +$1.75M +195,138 +134%
RC
10
RBF Capital
California
$2.91M
Renaissance Technologies
11
Renaissance Technologies
New York
$2.54M +$120K +13,400 +5%
Raymond James Financial
12
Raymond James Financial
Florida
$1.49M +$1.4M +156,122 +1,405%
State Street
13
State Street
Massachusetts
$1.4M +$920K +102,720 +190%
Northern Trust
14
Northern Trust
Illinois
$1.22M +$777K +86,772 +174%
OSAM
15
O'Shaughnessy Asset Management
Connecticut
$809K -$43.8K -4,891 -5%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$694K +$1.14K +127 +0.2%
EF
17
Empowered Funds
Pennsylvania
$609K +$51.4K +5,737 +9%
Barclays
18
Barclays
United Kingdom
$604K +$227K +25,395 +60%
EWA
19
EP Wealth Advisors
California
$599K
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$572K -$80.6K -9,000 -12%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$570K
PWA
22
Physician Wealth Advisors
Utah
$527K
Morgan Stanley
23
Morgan Stanley
New York
$469K +$153K +17,063 +48%
Charles Schwab
24
Charles Schwab
California
$435K +$436K +48,736 New
RWM
25
Ritholtz Wealth Management
New York
$429K +$44.9K +5,019 +12%

SNFCA Hedge Fund Activity: Q2 2025 in Review

63 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q2 2025, worth a combined $107M — down 12% from $122M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SNFCA positions and 15 closed out — a net gain of 3 holders — while 23 added to existing stakes and 13 trimmed.

The largest buyer was BlackRock, adding an estimated $5.19M. The largest seller was Susquehanna International Group, cutting an estimated $2.56M.

  • 63 institutional investors held Security National Financial (SNFCA) as of Q2 2025, up from 60 in Q1 2025.
  • Funds reported $107M of Security National Financial stock for Q2 2025, down 12% quarter-over-quarter.
  • 18 funds opened new Security National Financial positions in Q2 2025 and 15 closed out, a net change of +3 holders.
  • The largest Security National Financial buyer in Q2 2025 was BlackRock, an estimated $5.19M added.
  • The largest Security National Financial seller in Q2 2025 was Susquehanna International Group, an estimated $2.56M sold.

Based on aggregated 13F filings for Q2 2025.