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1st Source

198 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, 69 increasing their positions, 71 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

3% more funds holding

Funds holding: 193198 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.25% less ownership

Funds ownership: 73.34%73.08% (-0.25%)

2% less capital invested

Capital invested by funds: $1.12B → $1.1B (-$17.8M)

3% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 71

52% less call options, than puts

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

Holders
198
Holders Change
+5
Holders Change %
+2.59%
% of All Funds
2.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
69
Reduced
71
Closed
14
Calls
$1.01M
Puts
$2.12M
Net Calls
-$1.11M
Net Calls Change
+$445K
Name Holding Trade Value Shares
Change
Change in
Stake
SS
176
SBI Securities
Japan
$7.33K
Optiver Holding
177
Optiver Holding
Netherlands
$7.26K +$7.4K +118 New
Simplex Trading
178
Simplex Trading
Illinois
$6K +$6.21K +99 New
S
179
SignatureFD
Georgia
$5.54K
CA
180
Clearstead Advisors
Ohio
$4.99K +$753 +12 +17%
CWP
181
Concord Wealth Partners
Virginia
$4.86K
IP
182
Isthmus Partners
Wisconsin
$3.59K +$174K +2,776 +5%
Comerica Bank
183
Comerica Bank
Texas
$3.26K -$188 -3 -5%
RIL
184
Rothschild Investment LLC
Illinois
$2.65K +$1.44K +23 +115%
IA
185
IFP Advisors
Florida
$2.09K +$2.13K +34 New
HWM
186
Hemington Wealth Management
Virginia
$2K
PFBT
187
Parkside Financial Bank & Trust
Missouri
$1.85K -$14.1K -225 -88%
FFA
188
Farther Finance Advisors
California
$1.54K +$314 +5 +25%
TWD
189
True Wealth Design
Ohio
$1.42K +$1.44K +23 New
Nisa Investment Advisors
190
Nisa Investment Advisors
Missouri
$1.11K
PMAM
191
Picton Mahoney Asset Management
Ontario, Canada
$1K
AF
192
Allworth Financial
California
$862 +$690 +11 +367%
Federated Hermes
193
Federated Hermes
Pennsylvania
$739
MPWT
194
MassMutual Private Wealth & Trust
Connecticut
$677
Rockefeller Capital Management
195
Rockefeller Capital Management
New York
$319 +$314 +5 New
BGAI
196
Bruce G. Allen Investments
Colorado
$308
CIAM
197
Caitong International Asset Management
Hong Kong
$185 +$188 +3 New
TWC
198
TD Waterhouse Canada
Ontario, Canada
$61
GCP
199
GSA Capital Partners
United Kingdom
-$1.58M -25,399 Closed
Citadel Advisors
200
Citadel Advisors
Florida
-$1.37M -21,837 Closed

SRCE Hedge Fund Activity: Q3 2025 in Review

198 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in 1st Source (SRCE) for Q3 2025, worth a combined $1.1B — down 1.6% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SRCE positions and 14 closed out — a net gain of 5 holders — while 69 added to existing stakes and 71 trimmed.

The largest buyer was UBS Group, adding an estimated $5.42M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $3.8M.

  • 198 institutional investors held 1st Source (SRCE) as of Q3 2025, up from 193 in Q2 2025.
  • Funds reported $1.1B of 1st Source stock for Q3 2025, down 1.6% quarter-over-quarter.
  • 19 funds opened new 1st Source positions in Q3 2025 and 14 closed out, a net change of +5 holders.
  • The largest 1st Source buyer in Q3 2025 was UBS Group, an estimated $5.42M added.
  • The largest 1st Source seller in Q3 2025 was Hotchkis & Wiley Capital Management, an estimated $3.8M sold.

Based on aggregated 13F filings for Q3 2025.