SOR

Source Capital
SOR

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.

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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
1
$11.5M
2
$7.1M
3
$3.36M
4
$3.22M
5
$2.97M
6
$2.84M
7
$2.81M
8
$2.19M
9
$1.82M
10
$1.34M
11
$1.26M
12
$1.13M
13
$1.1M
14
$1.08M
15
$1.07M
16
$1.03M
17
$951K
18
$826K
19
$710K
20
$621K
21
$605K
22
$564K
23
$494K
24
$416K
25
$413K
1
2 3