We are live on ! Find out more
SRCE icon

1st Source

193 hedge funds and large institutions have $1.12B invested in 1st Source in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 79 increasing their positions, 59 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 59

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

1% more funds holding

Funds holding: 191193 (+2)

3% more capital invested

Capital invested by funds: $1.08B → $1.12B (+$34.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.46% less ownership

Funds ownership: 73.79%73.34% (-0.46%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.55M

Holders
193
Holders Change
+2
Holders Change %
+1.05%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
79
Reduced
59
Closed
19
Calls
Puts
$1.55M
Net Calls
-$1.55M
Net Calls Change
-$2.51M
Name Holding Trade Value Shares
Change
Change in
Stake
S
176
SignatureFD
Georgia
$5.59K +$476 +8 +10%
CWP
177
Concord Wealth Partners
Virginia
$4.9K +$773 +13 +20%
IA
178
IFP Advisors
Florida
$4.34K
CA
179
Clearstead Advisors
Ohio
$4.28K +$4.1K +69 New
Comerica Bank
180
Comerica Bank
Texas
$3.48K
QL
181
Quarry LP
New York
$2.23K +$2.14K +36 New
HWM
182
Hemington Wealth Management
Virginia
$2K
EP
183
Essential Partners
California
$1.37K +$1.31K +22 New
FFA
184
Farther Finance Advisors
California
$1.24K -$3.57K -60 -75%
RIL
185
Rothschild Investment LLC
Illinois
$1.24K -$892 -15 -43%
Nisa Investment Advisors
186
Nisa Investment Advisors
Missouri
$1.12K
PMAM
187
Picton Mahoney Asset Management
Ontario, Canada
$1K -$412K -6,925 -100%
Federated Hermes
188
Federated Hermes
Pennsylvania
$745
MPWT
189
MassMutual Private Wealth & Trust
Connecticut
$683
BGAI
190
Bruce G. Allen Investments
Colorado
$310
AF
191
Allworth Financial
California
$187 +$178 +3 New
TPWA
192
Twin Peaks Wealth Advisors
California
$122 +$119 +2 New
TWC
193
TD Waterhouse Canada
Ontario, Canada
$64
Wellington Management Group
194
Wellington Management Group
Massachusetts
-$28.2M -471,652 Closed
MCM
195
Maltese Capital Management
New York
-$4.13M -69,000 Closed
CCIA
196
Campbell & Co Investment Adviser
Maryland
-$1.57M -26,271 Closed
VF
197
Vest Financial
Virginia
-$766K -12,804 Closed
FCI
198
Financial Counselors Inc
Kansas
-$749K -12,528 Closed
Principal Financial Group
199
Principal Financial Group
Iowa
-$749K -12,526 Closed
Squarepoint
200
Squarepoint
New York
-$687K -11,487 Closed

SRCE Hedge Fund Activity: Q2 2025 in Review

193 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in 1st Source (SRCE) for Q2 2025, worth a combined $1.12B — up 3.2% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SRCE positions and 19 closed out — a net gain of 3 holders — while 79 added to existing stakes and 59 trimmed.

The largest buyer was Vanguard Group, adding an estimated $10.6M. The largest seller was Wellington Management Group, exiting entirely with an estimated $28.2M sold.

  • 193 institutional investors held 1st Source (SRCE) as of Q2 2025, up from 191 in Q1 2025.
  • Funds reported $1.12B of 1st Source stock for Q2 2025, up 3.2% quarter-over-quarter.
  • 22 funds opened new 1st Source positions in Q2 2025 and 19 closed out, a net change of +3 holders.
  • The largest 1st Source buyer in Q2 2025 was Vanguard Group, an estimated $10.6M added.
  • The largest 1st Source seller in Q2 2025 was Wellington Management Group, an estimated $28.2M sold.

Based on aggregated 13F filings for Q2 2025.