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Sovereign's Capital Flourish Fund

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.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 6

0% more funds holding

Funds holding: 3030 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (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)

Holders
30
Holders Change
Holders Change %
0%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
14
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CM
1
Cornerstone Management
Georgia
$17.1M +$1.22M +41,858 +8%
EWA
2
EverSource Wealth Advisors
Alabama
$13.3M -$8.36M -287,697 -39%
VA
3
Vident Advisory
Georgia
$8.76M -$3.39M -116,765 -28%
IC
4
Iconiq Capital
California
$6.25M -$3.44M -118,199 -36%
BFS
5
Bare Financial Services
Pennsylvania
$3.89M +$762K +26,202 +24%
OFS
6
OneAscent Financial Services
Alabama
$3.72M +$2.15M +73,919 +138%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$3.46M +$3.36M +115,671 New
BTI
8
Blue Trust Inc
Georgia
$2.53M +$171K +5,874 +7%
OWM
9
OneAscent Wealth Management
Alabama
$1.86M -$494 -17 -0%
KP
10
Keel Point
Alabama
$1.77M +$2.73K +94 +0.2%
WIA
11
World Investment Advisors
California
$1.56M +$154K +5,310 +11%
BAM
12
BOS Asset Management
Illinois
$1.41M +$144K +4,967 +11%
AI
13
Atria Investments
North Carolina
$1.1M -$40K -1,377 -4%
SOS
14
Silver Oak Securities
Tennessee
$989K +$35K +1,204 +4%
Brown Advisory
15
Brown Advisory
Maryland
$703K +$161K +5,526 +30%
AQR Capital Management
16
AQR Capital Management
Connecticut
$661K
AWA
17
Arete Wealth Advisors
Illinois
$574K -$377K -12,967 -40%
OCA
18
OpenArc Corporate Advisory
Georgia
$534K +$532K +18,300 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$452K +$16.3K +560 +4%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$276K +$44.8K +1,543 +19%
VFA
21
Values First Advisors
Tennessee
$263K +$262K +9,008 New
MGIA
22
Moneta Group Investment Advisors
Missouri
$261K
OFO
23
OneAscent Family Office
Alabama
$246K +$50.1K +1,722 +26%
AC
24
AIFG Consultants
New York
$222K +$221K +7,610 New
Jones Financial Companies
25
Jones Financial Companies
Missouri
$122K +$121K +4,171 New

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.