Sovereign's Capital Flourish Fund
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.
133% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 6
0% more funds holding
Funds holding: 30 → 30 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$3.36M |
| 2 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$2.15M |
| 3 |
CM
Cornerstone Management
Duluth,
Georgia
|
+$1.22M |
| 4 |
BFS
Bare Financial Services
Gap,
Pennsylvania
|
+$762K |
| 5 |
VFA
Values First Advisors
Gray,
Tennessee
|
+$262K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
-$8.36M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$7.01M |
| 3 |
IC
Iconiq Capital
San Francisco,
California
|
-$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 | +$13.7K | +472 | +31% |
|
|
ACA
27
Aptus Capital Advisors
Fairhope,
Alabama
| $58.8K | +$1.37K | +47 | +2% |
|
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
| – | -$7.01M | -231,534 | Closed |
|
|
VA
32
Valmark Advisers
Akron,
Ohio
| – | -$575K | -18,984 | Closed |
|
33
Jane Street
New York
| – | -$201K | -6,621 | Closed |
|
34
Osaic Holdings
Scottsdale,
Arizona
| – | -$21K | -694 | Closed |
|
35
UBS Group
Zurich,
Switzerland
| – | -$18.2K | -600 | Closed |
|
SOVF Hedge Fund Activity: Q4 2025 in Review
30 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Sovereign's Capital Flourish Fund (SOVF) for Q4 2025, worth a combined $72.2M — down 19% from $89.1M a quarter earlier.
Fund positioning in SOVF was balanced in Q4 2025: 5 funds opened new positions, 5 closed out, 14 added to existing stakes and 6 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $3.36M. The largest seller was EverSource Wealth Advisors, cutting an estimated $8.36M.
- 30 institutional investors held Sovereign's Capital Flourish Fund (SOVF) as of Q4 2025, unchanged from Q3 2025.
- Funds reported $72.2M of Sovereign's Capital Flourish Fund stock for Q4 2025, down 19% quarter-over-quarter.
- 5 funds opened new Sovereign's Capital Flourish Fund positions in Q4 2025 and 5 closed out, a net change of 0 holders.
- The largest Sovereign's Capital Flourish Fund buyer in Q4 2025 was Wealth Enhancement Advisory Services, an estimated $3.36M added.
- The largest Sovereign's Capital Flourish Fund seller in Q4 2025 was EverSource Wealth Advisors, an estimated $8.36M sold.
Based on aggregated 13F filings for Q4 2025.