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SOR

Source Capital

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.

New
Increased
Maintained
Reduced
Closed

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: 5260 (+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: 22 (0)

6% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 18

Holders
60
Holders Change
+8
Holders Change %
+15.38%
% of All Funds
0.73%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
17
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
1
Align Financial
Minnesota
$153M +$7.08M +153,093 New
DWM
2
DKM Wealth Management
California
$13.5M +$427K +9,225 +3%
DADC
3
D.A. Davidson & Co
Montana
$7.78M -$3.38K -73 -0%
DM
4
Diversified Management
Wisconsin
$5.34M +$5.4M +116,794 New
Morgan Stanley
5
Morgan Stanley
New York
$4.21M +$141K +3,050 +3%
HC
6
Hara Capital
Washington
$4.14M -$873K -18,879 -17%
First Trust Advisors
7
First Trust Advisors
Illinois
$3.27M -$67.1K -1,452 -2%
Wells Fargo
8
Wells Fargo
California
$2.78M +$229K +4,951 +9%
Raymond James Financial
9
Raymond James Financial
Florida
$2.33M +$244K +5,280 +12%
MFIM
10
Mesirow Financial Investment Management
Illinois
$1.73M -$1.83M -39,503 -51%
HWAM
11
Hennion & Walsh Asset Management
New Jersey
$1.5M -$3.24K -70 -0.2%
AIM
12
Anchor Investment Management
South Carolina
$1.46M +$23.6K +511 +2%
Invesco
13
Invesco
Georgia
$1.4M +$134K +2,891 +10%
SAM
14
Smith Asset Management
Florida
$1.3M +$10.8K +233 +0.8%
KFAS
15
Keating Financial Advisory Services
Kansas
$1.17M +$1.18M +25,583 New
US Bancorp
16
US Bancorp
Minnesota
$1.13M
LPL Financial
17
LPL Financial
California
$1.02M +$155K +3,344 +18%
CWM
18
Chemistry Wealth Management
New York
$960K -$189K -4,093 -16%
SFS
19
Shaker Financial Services
Virginia
$884K +$466K +10,073 +109%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$842K +$3.98K +86 +0.5%
P
21
&Partners
Tennessee
$763K +$1.71K +37 +0.2%
PAS
22
Park Avenue Securities
New York
$711K -$8.88K -192 -1%
Bank of America
23
Bank of America
North Carolina
$691K -$2.08K -45 -0.3%
BWFA
24
Baltimore-Washington Financial Advisors
Maryland
$684K -$139K -3,000 -17%
PC
25
Pecaut & Co
Iowa
$609K +$6.75K +146 +1%

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.