CAPS

Capstone Holding Corp
CAPS

6 hedge funds and large institutions have $93.5K invested in Capstone Holding Corp in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 5 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership: →

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding: →

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
6
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$122K
2
+$73
3
+$7
4
Citigroup
Citigroup
New York
+$1

Top Sellers

1
-$38K
2
-$20.8K
3
-$15.4K
4
Two Sigma Investments
Two Sigma Investments
New York
-$13.8K
5
TRCT
Tower Research Capital (TRC)
New York
-$7.26K
Name Holding Trade Value Shares
Change 		Change in
Stake
DS
1
DRW Securities
Illinois
$91.3K
UBS Group
2
UBS Group
Switzerland
$1.79K
KFP
3
Kerr Financial Planning
California
$364
Bank of America
4
Bank of America
North Carolina
$16
Morgan Stanley
5
Morgan Stanley
New York
$1
Citigroup
6
Citigroup
New York
$1
WIA
7
World Investment Advisors
California
–
Citadel Advisors
8
Citadel Advisors
Florida
–
TSS
9
Two Sigma Securities
New York
–
Two Sigma Investments
10
Two Sigma Investments
New York
–
TRCT
11
Tower Research Capital (TRC)
New York
–