SOR

Source Capital
SOR

Overview Fund Activity

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
Holders
45
Holders Change
-9
Holders Change %
-16.67%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
14
Reduced
12
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NAS
NWF Advisory Services
California
+$951K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$826K
3
DADC
D.A. Davidson & Co
Montana
+$584K
4
SFS
Shaker Financial Services
Virginia
+$355K
5
HWAM
Hennion & Walsh Asset Management
New Jersey
+$258K

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$731K
2
CIA
Concurrent Investment Advisors
Florida
-$712K
3
UBS Group
UBS Group
Switzerland
-$626K
4
CWM
Congress Wealth Management
Massachusetts
-$357K
5
NFG
Nations Financial Group
Iowa
-$341K
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
51
Guggenheim Capital
Illinois
– -$314K -7,217 Closed
CSP
52
Cary Street Partners
Virginia
– -$242K -5,556 Closed
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
– -$30.4K -700 Closed
CTA
54
Colonial Trust Advisors
South Carolina
– -$13K -300 Closed
EC
55
Elequin Capital
New York
– -$9.79K -225 Closed
SWM
56
Spire Wealth Management
Virginia
– -$8.7K -200 Closed
VWM
57
Venturi Wealth Management
Texas
– -$3.26K -75 Closed
OPTFSNA
58
Old Point Trust & Financial Services N A
Virginia
– -$1.78K -41 Closed
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