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1st Source
SRCE

Overview Fund Activity

192 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, 80 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+2
Holders Change %
+1.05%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
22
Increased
80
Reduced
57
Closed
19
Calls
–
Puts
$1.55M
Net Calls
-$1.55M
Net Calls Change
-$2.51M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$11M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$8.16M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$4.9M
4
American Century Companies
American Century Companies
Missouri
+$4.4M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$3.75M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$28.2M
2
First Trust Advisors
First Trust Advisors
Illinois
-$15.7M
3
MCM
Maltese Capital Management
New York
-$4.13M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.5M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$2.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
176
SignatureFD
Georgia
$5.59K +$497 +8 +10%
CWP
177
Concord Wealth Partners
Virginia
$4.9K +$807 +13 +20%
IA
178
IFP Advisors
Florida
$4.34K – – –
CA
179
Clearstead Advisors
Ohio
$4.28K +$4.28K +69 New
Comerica Bank
180
Comerica Bank
Texas
$3.48K – – –
QL
181
Quarry LP
New York
$2.24K +$2.24K +36 New
HWM
182
Hemington Wealth Management
Virginia
$2K – – –
FFA
183
Farther Finance Advisors
California
$1.24K -$3.72K -60 -75%
RIL
184
Rothschild Investment LLC
Illinois
$1.24K -$931 -15 -43%
Nisa Investment Advisors
185
Nisa Investment Advisors
Missouri
$1.12K – – –
PMAM
186
Picton Mahoney Asset Management
Ontario, Canada
$1K -$364K -6,925 -100%
Federated Hermes
187
Federated Hermes
Pennsylvania
$745 – – –
MPWT
188
MassMutual Private Wealth & Trust
Connecticut
$683 – – –
BGAI
189
Bruce G. Allen Investments
Colorado
$310 – – –
AF
190
Allworth Financial
California
$187 +$187 +3 New
TPWA
191
Twin Peaks Wealth Advisors
California
$122 +$122 +2 New
TWC
192
TD Waterhouse Canada
Ontario, Canada
$64 – – –
Wellington Management Group
193
Wellington Management Group
Massachusetts
– -$28.2M -471,652 Closed
MCM
194
Maltese Capital Management
New York
– -$4.13M -69,000 Closed
CCIA
195
Campbell & Co Investment Adviser
Maryland
– -$1.57M -26,271 Closed
VF
196
Vest Financial
Virginia
– -$766K -12,804 Closed
FCI
197
Financial Counselors Inc
Kansas
– -$749K -12,528 Closed
Principal Financial Group
198
Principal Financial Group
Iowa
– -$749K -12,526 Closed
Squarepoint
199
Squarepoint
New York
– -$687K -11,487 Closed
CF
200
Corebridge Financial
Texas
– -$538K -8,992 Closed
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