Source Capital
SOR
61 hedge funds and large institutions have $67.3M invested in Source Capital in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 7 closing their positions.
114% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 7
15% more funds holding
Funds holding: 53 → 61 (+8)
10% more capital invested
Capital invested by funds: $61M → $67.3M (+$6.36M)
3.24% more ownership
Funds ownership: 16.46% → 19.71% (+3.2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$539K |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$466K |
| 3 |
DWM
DKM Wealth Management
Stockton,
California
|
+$427K |
| 4 |
UFA
Uptown Financial Advisors
Dallas,
Texas
|
+$279K |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$244K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFIM
Mesirow Financial Investment Management
Chicago,
Illinois
|
-$1.83M |
| 2 |
HC
Hara Capital
Bellevue,
Washington
|
-$873K |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$649K |
| 4 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$367K |
| 5 |
NAS
NWF Advisory Services
Los Angeles,
California
|
-$250K |
SOR Hedge Fund Activity: Q4 2025 in Review
61 of the 8,270 institutional investors tracked by Wall St. Rank reported a position in Source Capital (SOR) for Q4 2025, worth a combined $67.3M — up 10% from $61M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new SOR positions and 7 closed out — a net gain of 8 holders — while 18 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.
- 61 institutional investors held Source Capital (SOR) as of Q4 2025, up from 53 in Q3 2025.
- Funds reported $67.3M of Source Capital stock for Q4 2025, up 10% 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.