Capstone Holding Corp
CAPS
3 hedge funds and large institutions have $28.3K invested in Capstone Holding Corp in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
0.23% more ownership
Funds ownership: 0% → 0.23% (+0.23%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Warberg Asset Management
Winnetka,
Illinois
|
+$29.6K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.94K |
| 3 |
Morgan Stanley
New York
|
+$22 |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAM
1
Warberg Asset Management
Winnetka,
Illinois
| $26.5K | +$29.6K | +11,000 | New |
|
|
2
UBS Group
Zurich,
Switzerland
| $1.74K | +$1.94K | +723 | New |
|
|
3
Morgan Stanley
New York
| $19 | +$22 | +8 | New |
|
CAPS Hedge Fund Activity: Q1 2025 in Review
3 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in Capstone Holding Corp (CAPS) for Q1 2025, worth a combined $28.3K.
Buyers outnumbered sellers: 3 funds opened new CAPS positions and 0 closed out — a net gain of 3 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Warberg Asset Management, opening a new position worth an estimated $29.6K.
- 3 institutional investors held Capstone Holding Corp (CAPS) as of Q1 2025, up from 0 in Q4 2024.
- Funds reported $28.3K of Capstone Holding Corp stock for Q1 2025.
- 3 funds opened new Capstone Holding Corp positions in Q1 2025 and 0 closed out, a net change of +3 holders.
- The largest Capstone Holding Corp buyer in Q1 2025 was Warberg Asset Management, an estimated $29.6K added.
Based on aggregated 13F filings for Q1 2025.