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1st Source

205 hedge funds and large institutions have $1.23B invested in 1st Source in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 71 increasing their positions, 68 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

4% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 68

0.43% more ownership

Funds ownership: 72.5%72.93% (+0.43%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
205
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
$2.55M
Puts
$55K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MMG
176
Monetary Management Group
Missouri
$14K
TC
177
Tacita Capital
Ontario, Canada
$13.4K
PA
178
Parallel Advisors
California
$12K
AAP
179
Arax Advisory Partners
Colorado
$9.14K
C
180
Covestor
United Kingdom
$9K
S
181
SignatureFD
Georgia
$8.3K
FFA
182
Farther Finance Advisors
California
$8.01K
EP
183
Essential Partners
California
$7.34K
SS
184
SBI Securities
Japan
$6.99K
AF
185
Allworth Financial
California
$5.81K
Optiver Holding
186
Optiver Holding
Netherlands
$5.54K
QL
187
Quarry LP
New York
$4.36K
IA
188
IFP Advisors
Florida
$2.49K
RIL
189
Rothschild Investment LLC
Illinois
$2.42K
RFP
190
Root Financial Partners
California
$2.42K
AFC
191
Ares Financial Consulting
California
$2.25K
PFBT
192
Parkside Financial Bank & Trust
Missouri
$2.08K
CFM
193
Cornerstone Financial Management
Massachusetts
$1.73K
TWD
194
True Wealth Design
Ohio
$1.66K
MCM
195
MAI Capital Management
Ohio
$1.59K
PMAM
196
Picton Mahoney Asset Management
Ontario, Canada
$1.31K
Nisa Investment Advisors
197
Nisa Investment Advisors
Missouri
$1.31K
BFS
198
Bare Financial Services
Pennsylvania
$1.04K
MPWT
199
MassMutual Private Wealth & Trust
Connecticut
$761
PWA
200
Physician Wealth Advisors
Utah
$623