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SOR

Source Capital

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 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.75% less ownership

Funds ownership: 16.48%15.73% (-0.75%)

9% less capital invested

Capital invested by funds: $58.9M → $53.5M (-$5.38M)

17% less funds holding

Funds holding: 5445 (-9)

57% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 14

Holders
45
Holders Change
-9
Holders Change %
-16.67%
% of All Funds
0.6%
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
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1
DKM Wealth Management
California
$11.5M +$66.6K +1,576 +0.6%
DADC
2
D.A. Davidson & Co
Montana
$7.1M +$595K +14,076 +9%
Morgan Stanley
3
Morgan Stanley
New York
$3.36M -$312K -7,394 -8%
MFIM
4
Mesirow Financial Investment Management
Illinois
$3.22M +$19.5K +462 +0.6%
HC
5
Hara Capital
Washington
$2.97M -$3.42K -81 -0.1%
Wells Fargo
6
Wells Fargo
California
$2.84M -$175K -4,141 -6%
First Trust Advisors
7
First Trust Advisors
Illinois
$2.81M +$86.1K +2,039 +3%
CWM
8
Chemistry Wealth Management
New York
$2.19M -$203K -4,798 -8%
Raymond James Financial
9
Raymond James Financial
Florida
$1.82M -$316K -7,470 -15%
HWAM
10
Hennion & Walsh Asset Management
New Jersey
$1.34M +$263K +6,224 +24%
AIM
11
Anchor Investment Management
South Carolina
$1.26M +$125K +2,965 +11%
SAM
12
Smith Asset Management
Florida
$1.13M +$6.29K +149 +0.5%
SFS
13
Shaker Financial Services
Virginia
$1.1M +$361K +8,553 +47%
Bank of America
14
Bank of America
North Carolina
$1.08M -$51.1K -1,209 -4%
Invesco
15
Invesco
Georgia
$1.07M +$33.2K +785 +3%
US Bancorp
16
US Bancorp
Minnesota
$1.03M
NAS
17
NWF Advisory Services
California
$951K +$967K +22,899 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$826K +$840K +19,896 New
PAS
19
Park Avenue Securities
New York
$710K -$13.4K -317 -2%
BWFA
20
Baltimore-Washington Financial Advisors
Maryland
$621K
PC
21
Pecaut & Co
Iowa
$605K +$8.28K +196 +1%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$564K -$143K -3,393 -20%
UBS Group
23
UBS Group
Switzerland
$494K -$637K -15,070 -56%
CICI
24
Capital Investment Counsel Inc
North Carolina
$416K
LPL Financial
25
LPL Financial
California
$413K +$107K +2,526 +34%

SOR Hedge Fund Activity: Q1 2025 in Review

45 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Source Capital (SOR) for Q1 2025, worth a combined $53.5M — down 9.1% from $58.9M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of SOR and 6 opened new positions — a net loss of 8 holders — while 12 trimmed existing stakes and 14 added.

The largest buyer was NWF Advisory Services, opening a new position worth an estimated $967K. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $731K sold.

  • 45 institutional investors held Source Capital (SOR) as of Q1 2025, down from 54 in Q4 2024.
  • Funds reported $53.5M of Source Capital stock for Q1 2025, down 9.1% quarter-over-quarter.
  • 6 funds opened new Source Capital positions in Q1 2025 and 14 closed out, a net change of -8 holders.
  • The largest Source Capital buyer in Q1 2025 was NWF Advisory Services, an estimated $967K added.
  • The largest Source Capital seller in Q1 2025 was Thrivent Financial for Lutherans, an estimated $731K sold.

Based on aggregated 13F filings for Q1 2025.