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Sovereign's Capital Flourish Fund

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.

New
Increased
Maintained
Reduced
Closed

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: 2328 (+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: 11 (0)

6.24% less ownership

Funds ownership: 84.33%78.09% (-6.2%)

Holders
28
Holders Change
+5
Holders Change %
+21.74%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
13
Reduced
3
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1
EverSource Wealth Advisors
Alabama
$25.7M +$1.87M +64,460 +8%
CM
2
Cornerstone Management
Georgia
$16.2M +$838K +28,867 +6%
VA
3
Vident Advisory
Georgia
$12.5M +$2.52K +87 +0%
IC
4
Iconiq Capital
California
$8.2M
CW
5
CreativeOne Wealth
Kansas
$6.93M +$341K +11,735 +5%
OFS
6
OneAscent Financial Services
Alabama
$2.27M +$2.18M +75,071 New
BTI
7
Blue Trust Inc
Georgia
$2.19M +$498K +17,175 +31%
OWM
8
OneAscent Wealth Management
Alabama
$2.09M +$2.01M +69,183 New
KP
9
Keel Point
Alabama
$1.86M +$372K +12,817 +26%
AI
10
Atria Investments
North Carolina
$1.62M +$1.26M +43,304 +416%
WIA
11
World Investment Advisors
California
$1.55M +$30K +1,033 +2%
BAM
12
BOS Asset Management
Illinois
$1.27M +$338K +11,635 +38%
AWA
13
Arete Wealth Advisors
Illinois
$1.07M +$301K +10,368 +41%
SPIA
14
Steward Partners Investment Advisory
New York
$970K -$5.83K -201 -0.6%
SOS
15
Silver Oak Securities
Tennessee
$684K +$592K +20,402 +901%
AQR Capital Management
16
AQR Capital Management
Connecticut
$683K +$249K +8,580 +61%
Brown Advisory
17
Brown Advisory
Maryland
$560K +$539K +18,575 New
VA
18
Valmark Advisers
Ohio
$518K -$4.76K -164 -0.9%
AC
19
AIFG Consultants
New York
$362K -$59.3K -2,045 -15%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$344K +$54.6K +1,881 +20%
Citadel Advisors
21
Citadel Advisors
Florida
$270K +$260K +8,949 New
MGIA
22
Moneta Group Investment Advisors
Missouri
$270K +$259K +8,940 New
OFO
23
OneAscent Family Office
Alabama
$225K +$217K +7,462 New
BFS
24
Bare Financial Services
Pennsylvania
$29.8K
Osaic Holdings
25
Osaic Holdings
Arizona
$20.9K +$20.1K +694 New

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.