Sovereign's Capital Flourish Fund
SOVF
SOVF
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
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
4.16% less ownership
Funds ownership: 73.5% → 69.35% (-4.2%)
19% less capital invested
Capital invested by funds: $89.1M → $72.2M (-$16.9M)
Holders
30
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$3.36M | |
| 2 | +$2.15M | |
| 3 | +$1.22M | |
| 4 |
BFS
Bare Financial Services
Gap,
Pennsylvania
|
+$762K |
| 5 |
VFA
Values First Advisors
Gray,
Tennessee
|
+$262K |
Top Sellers
| 1 | -$8.36M | |
| 2 | -$7.01M | |
| 3 | -$3.44M | |
| 4 |
VA
Vident Advisory
Alpharetta,
Georgia
|
-$3.39M |
| 5 |
VA
Valmark Advisers
Akron,
Ohio
|
-$575K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OA
26
Operose Advisors
Milwaukee,
Wisconsin
| $58.8K |
|
|||
|
ACA
27
Aptus Capital Advisors
Fairhope,
Alabama
| $58.8K |
|
|||
28
Bank of America
Charlotte,
North Carolina
| $23.9K |
|
|||
|
SPIA
29
Steward Partners Investment Advisory
New York
| $2.92K |
|
|||
|
GM
30
GeoWealth Management
Chicago,
Illinois
| $29 |
|
|||
|
CW
31
CreativeOne Wealth
Overland Park,
Kansas
| – |
|
|||
|
VA
32
Valmark Advisers
Akron,
Ohio
| – |
|
|||
33
Jane Street
New York
| – |
|
|||
34
Osaic Holdings
Scottsdale,
Arizona
| – |
|
|||
35
UBS Group
Zurich,
Switzerland
| – |
|