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Sovereign's Capital Flourish Fund
SOVF

Overview Fund Activity

27 hedge funds and large institutions have $88.4M invested in Sovereign's Capital Flourish Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 5 closing their positions.

Holders
27
Holders Change
+4
Holders Change %
+17.39%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
13
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OFS
1
OneAscent Financial Services
Alabama
$2.27M
2
OWM
2
OneAscent Wealth Management
Alabama
$2.09M
3
EWA
3
EverSource Wealth Advisors
Alabama
$25.7M
4
AI
4
Atria Investments
North Carolina
$1.62M
5
CM
5
Cornerstone Management
Georgia
$16.2M

Top Sellers

1
TC
1
TownSquare Capital
Utah
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$0
3
Truist Financial
3
Truist Financial
North Carolina
$0
4
AC
4
AIFG Consultants
New York
$362K
5
AAP
5
Arax Advisory Partners
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$90 +$90 +3 New
GM
27
GeoWealth Management
Illinois
$30 +$30 +1 New
TC
28
TownSquare Capital
Utah
– -$4.21M -141,675 Closed
Truist Financial
29
Truist Financial
North Carolina
– -$1M -33,662 Closed
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
– -$1M -33,662 Closed
AAP
31
Arax Advisory Partners
Colorado
– -$25.3K -850 Closed
Morgan Stanley
32
Morgan Stanley
New York
– -$1.81K -61 Closed
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