SOR
Source Capital
SOR
SOR
47 hedge funds and large institutions have $60.7M invested in Source Capital in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 11 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: $ → $
4% more funds holding
Funds holding: 45 → 47 (+2)
1.29% more ownership
Funds ownership: 15.73% → 17.02% (+1.3%)
Holders
47
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$1.51M | |
| 2 | +$1.44M | |
| 3 | +$646K | |
| 4 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$589K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$556K |
Top Sellers
| 1 | -$559K | |
| 2 | -$416K | |
| 3 | -$164K | |
| 4 |
NAS
NWF Advisory Services
Los Angeles,
California
|
-$155K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$53.7K |