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Sovereign's Capital Flourish Fund

23 hedge funds and large institutions have $82.7M invested in Sovereign's Capital Flourish Fund in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
Holders Change %
0%
% of All Funds
0.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
10
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
1
EverSource Wealth Advisors
Alabama
$23.4M +$1.4M +47,077 +6%
CM
2
Cornerstone Management
Georgia
$15.1M -$627K -21,088 -4%
VA
3
Vident Advisory
Georgia
$12.3M
IC
4
Iconiq Capital
California
$9.88M
CW
5
CreativeOne Wealth
Kansas
$6.48M +$4.37M +147,135 +207%
TC
6
TownSquare Capital
Utah
$4.21M +$721K +24,281 +21%
BTI
7
Blue Trust Inc
Georgia
$1.65M +$219K +7,375 +15%
WIA
8
World Investment Advisors
California
$1.5M +$37.8K +1,271 +3%
KP
9
Keel Point
Alabama
$1.46M -$858K -28,866 -37%
Truist Financial
10
Truist Financial
North Carolina
$1M +$112K +3,762 +13%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1M +$112K +3,762 +13%
SPIA
12
Steward Partners Investment Advisory
New York
$962K +$33.6K +1,130 +4%
BAM
13
BOS Asset Management
Illinois
$910K +$158K +5,317 +21%
AWA
14
Arete Wealth Advisors
Illinois
$745K -$249K -8,375 -25%
VA
15
Valmark Advisers
Ohio
$515K +$84.4K +2,839 +20%
AQR Capital Management
16
AQR Capital Management
Connecticut
$418K
AC
17
AIFG Consultants
New York
$417K -$47K -1,582 -10%
AI
18
Atria Investments
North Carolina
$309K -$39.5K -1,330 -11%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$283K -$202K -6,787 -42%
SOS
20
Silver Oak Securities
Tennessee
$67.1K +$67.1K +2,265 New
BFS
21
Bare Financial Services
Pennsylvania
$29.4K
AAP
22
Arax Advisory Partners
Colorado
$25.3K +$25.3K +850 New
Morgan Stanley
23
Morgan Stanley
New York
$1.81K +$1.81K +61 New
VFA
24
Values First Advisors
Tennessee
-$201K -6,538 Closed
LC
25
Lavaca Capital
Texas
-$57.2K -1,860 Closed