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Capstone Holding Corp
CAPS

4 hedge funds and large institutions have $93.5K invested in Capstone Holding Corp in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital inflows, than outflows

Capital inflows: $122K | Capital outflows: $95.2K

0.19% more ownership

Funds ownership: 1.35% → 1.54% (+0.19%)

43% less funds holding

Funds holding: 7 → 4 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
4
Holders Change
-3
Holders Change %
-42.86%
% of All Funds
0.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
–
Reduced
1
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DRW Securities
DRW Securities
Illinois
+$122K
2
KFP
Kerr Financial Planning
California
+$87

Top Sellers

Rank Fund Capital Flow
1
World Investment Advisors
World Investment Advisors
California
-$38K
2
Citadel Advisors
Citadel Advisors
Florida
-$20.8K
3
Two Sigma Securities
Two Sigma Securities
New York
-$15.4K
4
Two Sigma Investments
Two Sigma Investments
New York
-$13.8K
5
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
-$7.26K

CAPS Hedge Fund Activity: Q4 2025 in Review

4 of the 8,302 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 2 opened new positions — a net loss of 3 holders — while 1 trimmed existing stakes and 0 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.

  • 4 institutional investors held Capstone Holding Corp (CAPS) as of Q4 2025, down from 7 in Q3 2025.
  • Funds reported $93.5K of Capstone Holding Corp stock for Q4 2025, down 5.1% quarter-over-quarter.
  • 2 funds opened new Capstone Holding Corp positions in Q4 2025 and 5 closed out, a net change of -3 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.