SOR

Source Capital
SOR

47 hedge funds and large institutions have $60.7M invested in Source Capital in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 2 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10: →

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

4% more funds holding

Funds holding: 45 → 47 (+2)

1.29% more ownership

Funds ownership: 15.73% → 17.02% (+1.3%)

Holders
47
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
+$1.51M
2
+$1.44M
3
+$646K
4
CA
Cornerstone Advisors
North Carolina
+$589K
5
WAM
Wolverine Asset Management
Illinois
+$556K

Top Sellers

1
-$559K
2
-$416K
3
-$164K
4
NAS
NWF Advisory Services
California
-$155K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$53.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
1
$12.2M
2
$7.46M
3
$4.66M
4
$3.54M
5
$3.35M
6
$3M
7
$2.64M
8
$2.39M
9
$2.12M
10
$1.99M
11
$1.43M
12
$1.4M
13
$1.22M
14
$1.12M
15
$1.08M
16
$1.08M
17
$832K
18
$807K
19
$735K
20
$711K
21
$669K
22
$648K
23
$641K
24
$629K
25
$589K
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