CAPS

Capstone Holding Corp
CAPS

Overview Fund Trends Analyst Outlook Journalist POV

5 hedge funds and large institutions have $23.4K invested in Capstone Holding Corp in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding: →

more ownership

Funds ownership: →

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

17% less capital invested

Capital invested by funds: $28.3K → $23.4K (-$4.84K)

Holders
5
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
+$18.5K
2
+$3.09K
3
+$466
4
Bank of America
Bank of America
North Carolina
+$29

Top Sellers

1
-$26.5K
2
-$14
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Investments
1
Two Sigma Investments
New York
$18.5K
UBS Group
2
UBS Group
Switzerland
$4.39K
TRCT
3
Tower Research Capital (TRC)
New York
$466
Bank of America
4
Bank of America
North Carolina
$29
Morgan Stanley
5
Morgan Stanley
New York
$2
WAM
6
Warberg Asset Management
Illinois
–