Source Capital
SOR
56 hedge funds and large institutions have $75.2M invested in Source Capital in 2026 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 7 closing their positions.
202% more capital inflows, than outflows
Capital inflows: $10.5M | Capital outflows: $3.47M
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
17% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 18
1.85% more ownership
Funds ownership: 18.04% → 19.89% (+1.9%)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
2% less funds holding
Funds holding: 57 → 56 (-1)
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
56 of the 8,352 institutional investors tracked by Wall St. Rank reported a position in Source Capital (SOR) for Q2 2026, worth a combined $75.2M — up 9.5% 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 18 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.
- 56 institutional investors held Source Capital (SOR) as of Q2 2026, down from 57 in Q1 2026.
- Funds reported $75.2M of Source Capital stock for Q2 2026, up 9.5% 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.