Security National Financial
SNFCA
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.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
10% more funds holding
Funds holding: 63 → 69 (+6)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.05% less ownership
Funds ownership: 50.75% → 50.7% (-0.05%)
9% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 23
8% less capital invested
Capital invested by funds: $107M → $98.4M (-$8.17M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$1.14M |
| 2 |
BlackRock
New York
|
+$829K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$691K |
| 4 |
Squarepoint
New York
|
+$416K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$309K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$694K |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
-$464K |
| 3 |
LI
LHM Inc
Sandy,
Utah
|
-$401K |
| 4 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$362K |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$295K |
SNFCA Hedge Fund Activity: Q3 2025 in Review
69 of the 7,641 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.