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1st Source

196 hedge funds and large institutions have $1.1B invested in 1st Source in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 68 increasing their positions, 70 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

2% less capital invested

Capital invested by funds: $1.12B → $1.1B (-$19.4M)

3% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 70

52% less call options, than puts

Call options by funds: $1.01M | Put options by funds: $2.12M

Holders
196
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.01M
Puts
$2.12M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$303K
Truist Financial
127
Truist Financial
North Carolina
$287K
QCM
128
Quantinno Capital Management
New York
$273K
KK
129
KLP Kapitalforvaltning
Norway
$271K
Raymond James Financial
130
Raymond James Financial
Florida
$263K
VOYA Investment Management
131
VOYA Investment Management
Georgia
$260K
QCG
132
Quadrant Capital Group
Ohio
$247K
CFM
133
Catalyst Funds Management
Australia
$240K
HTIM
134
Harbour Trust & Investment Management
Indiana
$231K
PA
135
PharVision Advisers
Florida
$226K
Squarepoint
136
Squarepoint
New York
$225K
AIM
137
AMI Investment Management
Indiana
$212K
Zurich Cantonal Bank
138
Zurich Cantonal Bank
Switzerland
$208K
AAP
139
Arax Advisory Partners
Colorado
$205K
CRC
140
Curi RMB Capital
Illinois
$203K
FLP
141
Financial Life Planners
Arizona
$173K
Point72 Asset Management
142
Point72 Asset Management
Connecticut
$159K
BCWM
143
Bartlett & Co Wealth Management
Ohio
$157K
CSS
144
Cubist Systematic Strategies
Connecticut
$155K
ACM
145
Aquatic Capital Management
Illinois
$152K
Canada Life
146
Canada Life
Manitoba, Canada
$114K
New York State Teachers Retirement System (NYSTRS)
147
New York State Teachers Retirement System (NYSTRS)
New York
$103K
AIP
148
Ameritas Investment Partners
Nebraska
$95.2K
TRCT
149
Tower Research Capital (TRC)
New York
$90.2K
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$85.6K