SOR
Source Capital
SOR
SOR
46 hedge funds and large institutions have $59.2M invested in Source Capital in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
2% more funds holding
Funds holding: 45 → 46 (+1)
0.87% more ownership
Funds ownership: 15.73% → 16.6% (+0.87%)
Holders
46
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$1.56M | |
| 2 | +$1.49M | |
| 3 | +$669K | |
| 4 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$610K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$576K |
Top Sellers
| 1 | -$579K | |
| 2 | -$416K | |
| 3 | -$170K | |
| 4 |
NAS
NWF Advisory Services
Los Angeles,
California
|
-$161K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$55.6K |
