SOR
Source Capital
SOR
SOR
59 hedge funds and large institutions have $219M invested in Source Capital in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 17
Holders
59
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$539K | |
| 2 | +$466K | |
| 3 | +$427K | |
| 4 |
UFA
Uptown Financial Advisors
Dallas,
Texas
|
+$279K |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$244K |
Top Sellers
| 1 | -$1.83M | |
| 2 | -$873K | |
| 3 | -$649K | |
| 4 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$367K |
| 5 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
-$221K |
