Source Capital
SOR
55 hedge funds and large institutions have $73.9M invested in Source Capital in 2026 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 7 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
24% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 17
8% more capital invested
Capital invested by funds: $68.7M → $73.9M (+$5.21M)
1.5% more ownership
Funds ownership: 18.04% → 19.54% (+1.5%)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
4% less funds holding
Funds holding: 57 → 55 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$5.66M |
| 2 |
HC
Hara Capital
Bellevue,
Washington
|
+$1.59M |
| 3 |
RAM
Readystate Asset Management
Chicago,
Illinois
|
+$561K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$538K |
| 5 |
DWM
DKM Wealth Management
Stockton,
California
|
+$532K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KFAS
Keating Financial Advisory Services
Manhattan,
Kansas
|
-$845K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$495K |
| 3 |
CSP
Cary Street Partners
Richmond,
Virginia
|
-$428K |
| 4 |
SAM
Silvercrest Asset Management
New York
|
-$361K |
| 5 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$286K |
SOR Hedge Fund Activity: Q2 2026 in Review
55 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Source Capital (SOR) for Q2 2026, worth a combined $73.9M — up 7.6% from $68.7M a quarter earlier.
Fund positioning in SOR was balanced in Q2 2026: 7 funds opened new positions, 7 closed out, 21 added to existing stakes and 17 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $5.66M. The largest seller was Keating Financial Advisory Services, cutting an estimated $845K.
- 55 institutional investors held Source Capital (SOR) as of Q2 2026, down from 57 in Q1 2026.
- Funds reported $73.9M of Source Capital stock for Q2 2026, up 7.6% quarter-over-quarter.
- 7 funds opened new Source Capital positions in Q2 2026 and 7 closed out, a net change of 0 holders.
- The largest Source Capital buyer in Q2 2026 was Shaker Financial Services, an estimated $5.66M added.
- The largest Source Capital seller in Q2 2026 was Keating Financial Advisory Services, an estimated $845K sold.
Based on aggregated 13F filings for Q2 2026.