Source Capital
SOR
57 hedge funds and large institutions have $68.7M invested in Source Capital in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 8 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 19
2% more capital invested
Capital invested by funds: $67.3M → $68.7M (+$1.39M)
1.67% less ownership
Funds ownership: 19.71% → 18.04% (-1.7%)
7% less funds holding
Funds holding: 61 → 57 (-4)
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFIM
Mesirow Financial Investment Management
Chicago,
Illinois
|
+$1.78M |
| 2 |
KFAS
Keating Financial Advisory Services
Manhattan,
Kansas
|
+$745K |
| 3 |
CSP
Cary Street Partners
Richmond,
Virginia
|
+$627K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$516K |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$385K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Align Financial
Hermantown,
Minnesota
|
-$7.11M |
| 2 |
HC
Hara Capital
Bellevue,
Washington
|
-$1.22M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$842K |
| 4 |
PAS
Park Avenue Securities
New York
|
-$711K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$533K |
SOR Hedge Fund Activity: Q1 2026 in Review
57 of the 8,191 institutional investors tracked by Wall St. Rank reported a position in Source Capital (SOR) for Q1 2026, worth a combined $68.7M — up 2.1% from $67.3M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of SOR and 5 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 21 added.
The largest buyer was Mesirow Financial Investment Management, adding an estimated $1.78M. The largest seller was Align Financial, cutting an estimated $7.11M.
- 57 institutional investors held Source Capital (SOR) as of Q1 2026, down from 61 in Q4 2025.
- Funds reported $68.7M of Source Capital stock for Q1 2026, up 2.1% quarter-over-quarter.
- 5 funds opened new Source Capital positions in Q1 2026 and 8 closed out, a net change of -3 holders.
- The largest Source Capital buyer in Q1 2026 was Mesirow Financial Investment Management, an estimated $1.78M added.
- The largest Source Capital seller in Q1 2026 was Align Financial, an estimated $7.11M sold.
Based on aggregated 13F filings for Q1 2026.