Capstone Holding Corp
CAPS
6 hedge funds and large institutions have $93.5K invested in Capstone Holding Corp in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 5 closing their positions.
0.19% more ownership
Funds ownership: 1.35% → 1.54% (+0.19%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
5% less capital invested
Capital invested by funds: $98.5K → $93.5K (-$5K)
25% less funds holding
Funds holding: 8 → 6 (-2)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DS
DRW Securities
Chicago,
Illinois
|
+$122K |
| 2 |
KFP
Kerr Financial Planning
Fresno,
California
|
+$73 |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$7 |
| 4 |
Citigroup
New York
|
+$1 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$38K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$20.8K |
| 3 |
TSS
Two Sigma Securities
New York
|
-$15.4K |
| 4 |
Two Sigma Investments
New York
|
-$13.8K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$7.26K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DS
1
DRW Securities
Chicago,
Illinois
| $91.3K | +$122K | +125,422 | New |
|
2
UBS Group
Zurich,
Switzerland
| $1.79K | -$34 | -35 | -1% |
|
|
KFP
3
Kerr Financial Planning
Fresno,
California
| $364 | +$73 | +75 | New |
|
|
4
Bank of America
Charlotte,
North Carolina
| $16 | +$7 | +7 | +47% |
|
5
Morgan Stanley
New York
| $1 | – | – | – |
|
|
6
Citigroup
New York
| $1 | +$1 | +1 | New |
|
|
WIA
7
World Investment Advisors
Santa Barbara,
California
| – | -$38K | -29,000 | Closed |
|
|
8
Citadel Advisors
Miami,
Florida
| – | -$20.8K | -15,847 | Closed |
|
|
TSS
9
Two Sigma Securities
New York
| – | -$15.4K | -11,732 | Closed |
|
|
10
Two Sigma Investments
New York
| – | -$13.8K | -10,525 | Closed |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| – | -$7.26K | -5,546 | Closed |
|
CAPS Hedge Fund Activity: Q4 2025 in Review
6 of the 8,238 institutional investors tracked by Wall St. Rank reported a position in Capstone Holding Corp (CAPS) for Q4 2025, worth a combined $93.5K — down 5.1% from $98.5K a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of CAPS and 3 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 1 added.
The largest buyer was DRW Securities, opening a new position worth an estimated $122K. The largest seller was World Investment Advisors, exiting entirely with an estimated $38K sold.
- 6 institutional investors held Capstone Holding Corp (CAPS) as of Q4 2025, down from 8 in Q3 2025.
- Funds reported $93.5K of Capstone Holding Corp stock for Q4 2025, down 5.1% quarter-over-quarter.
- 3 funds opened new Capstone Holding Corp positions in Q4 2025 and 5 closed out, a net change of -2 holders.
- The largest Capstone Holding Corp buyer in Q4 2025 was DRW Securities, an estimated $122K added.
- The largest Capstone Holding Corp seller in Q4 2025 was World Investment Advisors, an estimated $38K sold.
Based on aggregated 13F filings for Q4 2025.