SOR

Source Capital
SOR

Overview Fund Trends Analyst Outlook Journalist POV

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
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$951K
2
+$826K
3
+$584K
4
SFS
Shaker Financial Services
Virginia
+$355K
5
HWAM
Hennion & Walsh Asset Management
New Jersey
+$258K

Top Sellers

1
-$731K
2
-$712K
3
-$626K
4
CWM
Congress Wealth Management
Massachusetts
-$357K
5
NFG
Nations Financial Group
Iowa
-$341K
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
51
Guggenheim Capital
Illinois
–
CSP
52
Cary Street Partners
Virginia
–
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
–
CTA
54
Colonial Trust Advisors
South Carolina
–
EC
55
Elequin Capital
New York
–
SWM
56
Spire Wealth Management
Virginia
–
VWM
57
Venturi Wealth Management
Texas
–
OPTFSNA
58
Old Point Trust & Financial Services N A
Virginia
–
1 2
3