Capstone Holding Corp
CAPS
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.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
67% more funds holding
Funds holding: 3 → 5 (+2)
0.02% more ownership
Funds ownership: 0.23% → 0.25% (+0.02%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
17% less capital invested
Capital invested by funds: $28.3K → $23.4K (-$4.84K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
+$20.3K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$3.39K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$510 |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$32 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Warberg Asset Management
Winnetka,
Illinois
|
-$26.5K |
| 2 |
Morgan Stanley
New York
|
-$14 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Two Sigma Investments
New York
| $18.5K | +$20.3K | +10,299 | New |
|
|
2
UBS Group
Zurich,
Switzerland
| $4.39K | +$3.39K | +1,718 | +238% |
|
|
TRCT
3
Tower Research Capital (TRC)
New York
| $466 | +$510 | +259 | New |
|
|
4
Bank of America
Charlotte,
North Carolina
| $29 | +$32 | +16 | New |
|
|
5
Morgan Stanley
New York
| $2 | -$14 | -7 | -88% |
|
|
WAM
6
Warberg Asset Management
Winnetka,
Illinois
| – | -$26.5K | -11,000 | Closed |
|
CAPS Hedge Fund Activity: Q2 2025 in Review
5 of the 7,598 institutional investors tracked by Wall St. Rank reported a position in Capstone Holding Corp (CAPS) for Q2 2025, worth a combined $23.4K — down 17% from $28.3K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CAPS positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Two Sigma Investments, opening a new position worth an estimated $20.3K. The largest seller was Warberg Asset Management, exiting entirely with an estimated $26.5K sold.
- 5 institutional investors held Capstone Holding Corp (CAPS) as of Q2 2025, up from 3 in Q1 2025.
- Funds reported $23.4K of Capstone Holding Corp stock for Q2 2025, down 17% quarter-over-quarter.
- 3 funds opened new Capstone Holding Corp positions in Q2 2025 and 1 closed out, a net change of +2 holders.
- The largest Capstone Holding Corp buyer in Q2 2025 was Two Sigma Investments, an estimated $20.3K added.
- The largest Capstone Holding Corp seller in Q2 2025 was Warberg Asset Management, an estimated $26.5K sold.
Based on aggregated 13F filings for Q2 2025.