Sovereign's Capital Flourish Fund
SOVF
30 hedge funds and large institutions have $89.1M invested in Sovereign's Capital Flourish Fund in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
7% more funds holding
Funds holding: 28 → 30 (+2)
1% more capital invested
Capital invested by funds: $88.4M → $89.1M (+$648K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.59% less ownership
Funds ownership: 78.09% → 73.5% (-4.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFS
Bare Financial Services
Gap,
Pennsylvania
|
+$3.22M |
| 2 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$298K |
| 3 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
+$249K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$240K |
| 5 |
Jane Street
New York
|
+$201K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
-$3.31M |
| 2 |
SPIA
Steward Partners Investment Advisory
New York
|
-$974K |
| 3 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$654K |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$448K |
| 5 |
AC
AIFG Consultants
Halfmoon,
New York
|
-$362K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of America
Charlotte,
North Carolina
| $24.8K | +$24.9K | +820 | New |
|
27
Osaic Holdings
Scottsdale,
Arizona
| $21K | – | – | – |
|
28
UBS Group
Zurich,
Switzerland
| $18.2K | +$18.2K | +600 | New |
|
|
SPIA
29
Steward Partners Investment Advisory
New York
| $3.03K | -$974K | -32,073 | -100% |
|
|
GM
30
GeoWealth Management
Chicago,
Illinois
| $30 | – | – | – |
|
|
AC
31
AIFG Consultants
Halfmoon,
New York
| – | -$362K | -12,005 | Closed |
|
32
Citadel Advisors
Miami,
Florida
| – | -$270K | -8,949 | Closed |
|
33
Raymond James Financial
St Petersburg,
Florida
| – | -$814 | -27 | Closed |
|
34
JP Morgan Chase
New York
| – | -$90 | -3 | Closed |
|
SOVF Hedge Fund Activity: Q3 2025 in Review
30 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Sovereign's Capital Flourish Fund (SOVF) for Q3 2025, worth a combined $89.1M — up 0.73% from $88.4M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SOVF positions and 4 closed out — a net gain of 2 holders — while 10 added to existing stakes and 9 trimmed.
The largest buyer was Bare Financial Services, adding an estimated $3.22M. The largest seller was EverSource Wealth Advisors, cutting an estimated $3.31M.
- 30 institutional investors held Sovereign's Capital Flourish Fund (SOVF) as of Q3 2025, up from 28 in Q2 2025.
- Funds reported $89.1M of Sovereign's Capital Flourish Fund stock for Q3 2025, up 0.73% quarter-over-quarter.
- 6 funds opened new Sovereign's Capital Flourish Fund positions in Q3 2025 and 4 closed out, a net change of +2 holders.
- The largest Sovereign's Capital Flourish Fund buyer in Q3 2025 was Bare Financial Services, an estimated $3.22M added.
- The largest Sovereign's Capital Flourish Fund seller in Q3 2025 was EverSource Wealth Advisors, an estimated $3.31M sold.
Based on aggregated 13F filings for Q3 2025.