SOR
Source Capital
SOR
SOR
45 hedge funds and large institutions have $53.5M invested in Source Capital in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 13 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
17% less funds holding
Funds holding: 54 → 45 (-9)
54% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 13
Holders
45
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$951K | |
| 2 | +$826K | |
| 3 | +$584K | |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$355K |
| 5 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$258K |
Top Sellers
| 1 | -$731K | |
| 2 | -$712K | |
| 3 | -$626K | |
| 4 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
-$357K |
| 5 |
NFG
Nations Financial Group
Cedar Rapids,
Iowa
|
-$341K |