Sovereign's Capital Flourish Fund
SOVF
28 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 10 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 5 closing their positions.
333% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 3
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
22% more funds holding
Funds holding: 23 → 28 (+5)
7% more capital invested
Capital invested by funds: $82.7M → $88.4M (+$5.73M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6.24% less ownership
Funds ownership: 84.33% → 78.09% (-6.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$2.18M |
| 2 |
OWM
OneAscent Wealth Management
Birmingham,
Alabama
|
+$2.01M |
| 3 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
+$1.87M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.26M |
| 5 |
CM
Cornerstone Management
Duluth,
Georgia
|
+$838K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
TownSquare Capital
Provo,
Utah
|
-$4.21M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$1M |
| 4 |
AC
AIFG Consultants
Halfmoon,
New York
|
-$59.3K |
| 5 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
-$25.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Raymond James Financial
St Petersburg,
Florida
| $814 | +$784 | +27 | New |
|
27
JP Morgan Chase
New York
| $90 | +$87 | +3 | New |
|
|
GM
28
GeoWealth Management
Chicago,
Illinois
| $30 | +$29 | +1 | New |
|
|
TC
29
TownSquare Capital
Provo,
Utah
| – | -$4.21M | -141,675 | Closed |
|
|
30
Envestnet Asset Management
Chicago,
Illinois
| – | -$1M | -33,662 | Closed |
|
|
31
Truist Financial
Charlotte,
North Carolina
| – | -$1M | -33,662 | Closed |
|
|
AAP
32
Arax Advisory Partners
Denver,
Colorado
| – | -$25.3K | -850 | Closed |
|
33
Morgan Stanley
New York
| – | -$1.81K | -61 | Closed |
|
SOVF Hedge Fund Activity: Q2 2025 in Review
28 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Sovereign's Capital Flourish Fund (SOVF) for Q2 2025, worth a combined $88.4M — up 6.9% from $82.7M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new SOVF positions and 5 closed out — a net gain of 5 holders — while 13 added to existing stakes and 3 trimmed.
The largest buyer was OneAscent Financial Services, opening a new position worth an estimated $2.18M. The largest seller was TownSquare Capital, exiting entirely with an estimated $4.21M sold.
- 28 institutional investors held Sovereign's Capital Flourish Fund (SOVF) as of Q2 2025, up from 23 in Q1 2025.
- Funds reported $88.4M of Sovereign's Capital Flourish Fund stock for Q2 2025, up 6.9% quarter-over-quarter.
- 10 funds opened new Sovereign's Capital Flourish Fund positions in Q2 2025 and 5 closed out, a net change of +5 holders.
- The largest Sovereign's Capital Flourish Fund buyer in Q2 2025 was OneAscent Financial Services, an estimated $2.18M added.
- The largest Sovereign's Capital Flourish Fund seller in Q2 2025 was TownSquare Capital, an estimated $4.21M sold.
Based on aggregated 13F filings for Q2 2025.