Source Capital
SOR
48 hedge funds and large institutions have $60.9M invested in Source Capital in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 2 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
82% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 11
13% more capital invested
Capital invested by funds: $53.7M → $60.9M (+$7.19M)
4% more funds holding
Funds holding: 46 → 48 (+2)
1.29% more ownership
Funds ownership: 15.79% → 17.08% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HC
Hara Capital
Bellevue,
Washington
|
+$1.51M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.44M |
| 3 |
P
&Partners
Nashville,
Tennessee
|
+$646K |
| 4 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$589K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$556K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$559K |
| 2 |
CICI
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
-$416K |
| 3 |
CWM
Chemistry Wealth Management
New York
|
-$164K |
| 4 |
NAS
NWF Advisory Services
Los Angeles,
California
|
-$155K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$53.7K |
SOR Hedge Fund Activity: Q2 2025 in Review
48 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in Source Capital (SOR) for Q2 2025, worth a combined $60.9M — up 13% from $53.7M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SOR positions and 2 closed out — a net gain of 2 holders — while 20 added to existing stakes and 11 trimmed.
The largest buyer was Hara Capital, adding an estimated $1.51M. The largest seller was Wells Fargo, cutting an estimated $559K.
- 48 institutional investors held Source Capital (SOR) as of Q2 2025, up from 46 in Q1 2025.
- Funds reported $60.9M of Source Capital stock for Q2 2025, up 13% quarter-over-quarter.
- 4 funds opened new Source Capital positions in Q2 2025 and 2 closed out, a net change of +2 holders.
- The largest Source Capital buyer in Q2 2025 was Hara Capital, an estimated $1.51M added.
- The largest Source Capital seller in Q2 2025 was Wells Fargo, an estimated $559K sold.
Based on aggregated 13F filings for Q2 2025.