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Capstone Holding Corp
CAPS

5 hedge funds and large institutions have $71.2K invested in Capstone Holding Corp in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

25% more funds holding

Funds holding: 4 → 5 (+1)

0.37% less ownership

Funds ownership: 1.54% → 1.17% (-0.37%)

26% less capital inflows, than outflows

Capital inflows: $69K | Capital outflows: $92.9K

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
5
Holders Change
+1
Holders Change %
+25%
% of All Funds
0.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
–
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Geode Capital Management
Geode Capital Management
Massachusetts
+$40.1K
2
XTX Topco
XTX Topco
Cayman Islands
+$15.1K
3
Virtu Financial
Virtu Financial
New York
+$13.8K

Top Sellers

Rank Fund Capital Flow
1
DRW Securities
DRW Securities
Illinois
-$91.3K
2
UBS Group
UBS Group
Switzerland
-$1.56K
3
Bank of America
Bank of America
North Carolina
-$16

CAPS Hedge Fund Activity: Q1 2026 in Review

5 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in Capstone Holding Corp (CAPS) for Q1 2026, worth a combined $71.2K — down 24% from $93.5K a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new CAPS positions and 2 closed out — a net gain of 1 holder — while 0 added to existing stakes and 1 trimmed.

The largest buyer was Geode Capital Management, opening a new position worth an estimated $40.1K. The largest seller was DRW Securities, exiting entirely with an estimated $91.3K sold.

  • 5 institutional investors held Capstone Holding Corp (CAPS) as of Q1 2026, up from 4 in Q4 2025.
  • Funds reported $71.2K of Capstone Holding Corp stock for Q1 2026, down 24% quarter-over-quarter.
  • 3 funds opened new Capstone Holding Corp positions in Q1 2026 and 2 closed out, a net change of +1 holder.
  • The largest Capstone Holding Corp buyer in Q1 2026 was Geode Capital Management, an estimated $40.1K added.
  • The largest Capstone Holding Corp seller in Q1 2026 was DRW Securities, an estimated $91.3K sold.

Based on aggregated 13F filings for Q1 2026.