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Security National Financial

72 hedge funds and large institutions have $83.7M invested in Security National Financial in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

4% more funds holding

Funds holding: 6972 (+3)

4% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 23

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9.67% less ownership

Funds ownership: 53.23%43.57% (-9.7%)

15% less capital invested

Capital invested by funds: $98.4M → $83.7M (-$14.7M)

Holders
72
Holders Change
+3
Holders Change %
+4.35%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
24
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MI
1
M3F Inc
Utah
$20.1M
BlackRock
2
BlackRock
New York
$8.28M +$724K +89,720 +10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.58M +$247K +30,602 +4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$6.92M +$17.9K +2,223 +0.3%
LI
5
LHM Inc
Utah
$6.47M -$99.2K -12,303 -2%
Ameriprise
6
Ameriprise
Minnesota
$5.82M +$652K +80,875 +14%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.37M +$125K +15,529 +4%
VCM
8
Veradace Capital Management
Texas
$3.18M +$2.99M +370,708 New
BCM
9
Bridgeway Capital Management
Texas
$2.89M -$354K -43,836 -12%
RC
10
RBF Capital
California
$2.73M -$52K -6,447 -2%
Renaissance Technologies
11
Renaissance Technologies
New York
$1.91M -$353K -43,729 -16%
Raymond James Financial
12
Raymond James Financial
Florida
$1.46M -$39.9K -4,949 -3%
GIA
13
Gem Investment Advisors
New Jersey
$1.43M +$1.34M +166,080 New
State Street
14
State Street
Massachusetts
$1.41M -$6.54K -811 -0.5%
Goldman Sachs
15
Goldman Sachs
New York
$1.38M -$174K -21,567 -12%
Northern Trust
16
Northern Trust
Illinois
$1.24M -$32.7K -4,050 -3%
VA
17
Verdad Advisers
Massachusetts
$728K +$684K +84,840 New
EWA
18
EP Wealth Advisors
California
$575K +$541K +67,062 New
Barclays
19
Barclays
United Kingdom
$558K +$31.1K +3,850 +6%
PWA
20
Physician Wealth Advisors
Utah
$472K -$32K -3,970 -7%
Charles Schwab
21
Charles Schwab
California
$418K +$129 +16 +0%
ECM
22
Evergreen Capital Management
Washington
$354K
Morgan Stanley
23
Morgan Stanley
New York
$351K +$55.2K +6,848 +20%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$322K -$2.33K -289 -0.8%
Citadel Advisors
25
Citadel Advisors
Florida
$312K +$153K +18,968 +109%

SNFCA Hedge Fund Activity: Q4 2025 in Review

72 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q4 2025, worth a combined $83.7M — down 15% from $98.4M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SNFCA positions and 10 closed out — a net gain of 3 holders — while 24 added to existing stakes and 23 trimmed.

The largest buyer was BlackRock, adding an estimated $724K. The largest seller was Soltis Investment Advisors, exiting entirely with an estimated $22.9M sold.

  • 72 institutional investors held Security National Financial (SNFCA) as of Q4 2025, up from 69 in Q3 2025.
  • Funds reported $83.7M of Security National Financial stock for Q4 2025, down 15% quarter-over-quarter.
  • 13 funds opened new Security National Financial positions in Q4 2025 and 10 closed out, a net change of +3 holders.
  • The largest Security National Financial buyer in Q4 2025 was BlackRock, an estimated $724K added.
  • The largest Security National Financial seller in Q4 2025 was Soltis Investment Advisors, an estimated $22.9M sold.

Based on aggregated 13F filings for Q4 2025.