Capstone Holding Corp
CAPS
7 hedge funds and large institutions have $71.2K invested in Capstone Holding Corp in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
17% more funds holding
Funds holding: 6 → 7 (+1)
0.37% less ownership
Funds ownership: 1.54% → 1.17% (-0.37%)
24% less capital invested
Capital invested by funds: $93.5K → $71.2K (-$22.2K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Geode Capital Management
Boston,
Massachusetts
|
+$40.1K |
| 2 |
XT
XTX Topco
George Town,
Cayman Islands
|
+$15.1K |
| 3 |
VF
Virtu Financial
New York
|
+$13.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DS
DRW Securities
Chicago,
Illinois
|
-$91.3K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.56K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$16 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Geode Capital Management
Boston,
Massachusetts
| $41.2K | +$40.1K | +61,702 | New |
|
|
XT
2
XTX Topco
George Town,
Cayman Islands
| $15.5K | +$15.1K | +23,220 | New |
|
|
VF
3
Virtu Financial
New York
| $14K | +$13.8K | +21,247 | New |
|
|
KFP
4
Kerr Financial Planning
Fresno,
California
| $546 | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| $41 | -$1.56K | -2,404 | -98% |
|
6
Citigroup
New York
| $1 | – | – | – |
|
7
Morgan Stanley
New York
| $1 | – | – | – |
|
|
DS
8
DRW Securities
Chicago,
Illinois
| – | -$91.3K | -125,422 | Closed |
|
|
9
Bank of America
Charlotte,
North Carolina
| – | -$16 | -22 | Closed |
|
CAPS Hedge Fund Activity: Q1 2026 in Review
7 of the 8,150 institutional investors tracked by Wall St. Rank reported a position in Capstone Holding Corp (CAPS) for Q1 2026, worth a combined $71.2K — down 24% from $93.5K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CAPS positions and 2 closed out — a net gain of 1 holder — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Geode Capital Management, opening a new position worth an estimated $40.1K. The largest seller was DRW Securities, exiting entirely with an estimated $91.3K sold.
- 7 institutional investors held Capstone Holding Corp (CAPS) as of Q1 2026, up from 6 in Q4 2025.
- Funds reported $71.2K of Capstone Holding Corp stock for Q1 2026, down 24% quarter-over-quarter.
- 3 funds opened new Capstone Holding Corp positions in Q1 2026 and 2 closed out, a net change of +1 holder.
- The largest Capstone Holding Corp buyer in Q1 2026 was Geode Capital Management, an estimated $40.1K added.
- The largest Capstone Holding Corp seller in Q1 2026 was DRW Securities, an estimated $91.3K sold.
Based on aggregated 13F filings for Q1 2026.