Capstone Holding Corp
CAPS
8 hedge funds and large institutions have $98.5K invested in Capstone Holding Corp in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 0 closing their positions.
320% more capital invested
Capital invested by funds: $23.4K → $98.5K (+$75K)
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
60% more funds holding
Funds holding: 5 → 8 (+3)
1.1% more ownership
Funds ownership: 0.25% → 1.35% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$39.7K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$21.7K |
| 3 |
TSS
Two Sigma Securities
New York
|
+$16.1K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$7.23K |
| 5 |
Two Sigma Investments
New York
|
+$309 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WIA
1
World Investment Advisors
Santa Barbara,
California
| $38K | +$39.7K | +29,000 | New |
|
|
2
Citadel Advisors
Miami,
Florida
| $20.8K | +$21.7K | +15,847 | New |
|
|
TSS
3
Two Sigma Securities
New York
| $15.4K | +$16.1K | +11,732 | New |
|
|
4
Two Sigma Investments
New York
| $13.8K | +$309 | +226 | +2% |
|
|
TRCT
5
Tower Research Capital (TRC)
New York
| $7.26K | +$7.23K | +5,287 | +2,041% |
|
6
UBS Group
Zurich,
Switzerland
| $3.27K | +$81 | +59 | +2% |
|
|
7
Bank of America
Charlotte,
North Carolina
| $20 | -$1 | -1 | -6% |
|
8
Morgan Stanley
New York
| $1 | – | – | – |
|
CAPS Hedge Fund Activity: Q3 2025 in Review
8 of the 7,625 institutional investors tracked by Wall St. Rank reported a position in Capstone Holding Corp (CAPS) for Q3 2025, worth a combined $98.5K — up 320% from $23.4K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CAPS positions and 0 closed out — a net gain of 3 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was World Investment Advisors, opening a new position worth an estimated $39.7K. The largest seller was Bank of America, cutting an estimated $1.
- 8 institutional investors held Capstone Holding Corp (CAPS) as of Q3 2025, up from 5 in Q2 2025.
- Funds reported $98.5K of Capstone Holding Corp stock for Q3 2025, up 320% quarter-over-quarter.
- 3 funds opened new Capstone Holding Corp positions in Q3 2025 and 0 closed out, a net change of +3 holders.
- The largest Capstone Holding Corp buyer in Q3 2025 was World Investment Advisors, an estimated $39.7K added.
- The largest Capstone Holding Corp seller in Q3 2025 was Bank of America, an estimated $1 sold.
Based on aggregated 13F filings for Q3 2025.