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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
SIA
1
Soltis Investment Advisors
Utah
$22.9M -$362K -42,898 -2%
MI
2
M3F Inc
Utah
$19.4M +$45.2K +5,356 +0.2%
BlackRock
3
BlackRock
New York
$7.23M +$829K +98,317 +13%
Vanguard Group
4
Vanguard Group
Pennsylvania
$7.05M +$251K +29,775 +4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$6.64M -$22.9K -2,721 -0.3%
LI
6
LHM Inc
Utah
$6.33M -$401K -47,536 -6%
Ameriprise
7
Ameriprise
Minnesota
$4.94M +$691K +81,991 +16%
BCM
8
Bridgeway Capital Management
Texas
$3.14M +$78.5K +9,312 +3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$3.11M +$309K +36,597 +11%
RC
10
RBF Capital
California
$2.68M
Renaissance Technologies
11
Renaissance Technologies
New York
$2.2M -$155K -18,340 -6%
Goldman Sachs
12
Goldman Sachs
New York
$1.5M +$1.14M +135,446 +291%
Raymond James Financial
13
Raymond James Financial
Florida
$1.44M +$64.1K +7,603 +5%
State Street
14
State Street
Massachusetts
$1.37M +$73K +8,662 +6%
Northern Trust
15
Northern Trust
Illinois
$1.23M +$105K +12,422 +9%
EF
16
Empowered Funds
Pennsylvania
$640K +$78.5K +9,314 +14%
Millennium Management
17
Millennium Management
New York
$523K +$130K +15,394 +32%
OSAM
18
O'Shaughnessy Asset Management
Connecticut
$521K -$232K -27,472 -30%
Barclays
19
Barclays
United Kingdom
$505K -$54K -6,402 -9%
PWA
20
Physician Wealth Advisors
Utah
$487K
Squarepoint
21
Squarepoint
New York
$407K +$416K +49,340 New
Charles Schwab
22
Charles Schwab
California
$402K
ECM
23
Evergreen Capital Management
Washington
$341K
Bank of New York Mellon
24
Bank of New York Mellon
New York
$312K +$9.04K +1,072 +3%
Morgan Stanley
25
Morgan Stanley
New York
$281K -$155K -18,422 -35%

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.