Source Capital
SOR
60 hedge funds and large institutions have $220M invested in Source Capital in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 7 closing their positions.
262% more capital invested
Capital invested by funds: $60.7M → $220M (+$159M)
114% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 7
15% more funds holding
Funds holding: 52 → 60 (+8)
3.24% more ownership
Funds ownership: 16.4% → 19.64% (+3.2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
6% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 18
Top Buyers
Top Sellers
SOR Hedge Fund Activity: Q4 2025 in Review
60 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Source Capital (SOR) for Q4 2025, worth a combined $220M — up 262% from $60.7M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new SOR positions and 7 closed out — a net gain of 8 holders — while 17 added to existing stakes and 18 trimmed.
The largest buyer was Ameriprise, opening a new position worth an estimated $539K. The largest seller was Mesirow Financial Investment Management, cutting an estimated $1.83M.
- 60 institutional investors held Source Capital (SOR) as of Q4 2025, up from 52 in Q3 2025.
- Funds reported $220M of Source Capital stock for Q4 2025, up 262% quarter-over-quarter.
- 15 funds opened new Source Capital positions in Q4 2025 and 7 closed out, a net change of +8 holders.
- The largest Source Capital buyer in Q4 2025 was Ameriprise, an estimated $539K added.
- The largest Source Capital seller in Q4 2025 was Mesirow Financial Investment Management, an estimated $1.83M sold.
Based on aggregated 13F filings for Q4 2025.