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Sovereign's Capital Flourish Fund

30 hedge funds and large institutions have $72.2M invested in Sovereign's Capital Flourish Fund in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CM
1
Cornerstone Management
Georgia
$17.1M
EWA
2
EverSource Wealth Advisors
Alabama
$13.3M
VA
3
Vident Advisory
Georgia
$8.76M
IC
4
Iconiq Capital
California
$6.25M
BFS
5
Bare Financial Services
Pennsylvania
$3.89M
OFS
6
OneAscent Financial Services
Alabama
$3.72M
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$3.46M
BTI
8
Blue Trust Inc
Georgia
$2.53M
OWM
9
OneAscent Wealth Management
Alabama
$1.86M
KP
10
Keel Point
Alabama
$1.77M
WIA
11
World Investment Advisors
California
$1.56M
BAM
12
BOS Asset Management
Illinois
$1.41M
AI
13
Atria Investments
North Carolina
$1.1M
SOS
14
Silver Oak Securities
Tennessee
$989K
Brown Advisory
15
Brown Advisory
Maryland
$703K
AQR Capital Management
16
AQR Capital Management
Connecticut
$661K
AWA
17
Arete Wealth Advisors
Illinois
$574K
OCA
18
OpenArc Corporate Advisory
Georgia
$534K
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$452K
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$276K
VFA
21
Values First Advisors
Tennessee
$263K
MGIA
22
Moneta Group Investment Advisors
Missouri
$261K
OFO
23
OneAscent Family Office
Alabama
$246K
AC
24
AIFG Consultants
New York
$222K
Jones Financial Companies
25
Jones Financial Companies
Missouri
$122K