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SOR
Source Capital
SOR
SOR
56 hedge funds and large institutions have $68.5M invested in Source Capital in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
5% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 19
1.67% less ownership
Funds ownership: 19.64% → 17.98% (-1.7%)
7% less funds holding
Funds holding: 60 → 56 (-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)
69% less capital invested
Capital invested by funds: $220M → $68.5M (-$152M)
Holders
56
Holders Change
-4
Holders Change %
-6.67%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
5
Increased
20
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 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 |
