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Capital Bancorp

108 hedge funds and large institutions have $176M invested in Capital Bancorp in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

6% more funds holding

Funds holding: 102108 (+6)

1.41% more ownership

Funds ownership: 35.88%37.28% (+1.4%)

4% more capital invested

Capital invested by funds: $169M → $176M (+$6.47M)

10% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 39

Holders
108
Holders Change
+6
Holders Change %
+5.88%
% of All Funds
1.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
15
Increased
35
Reduced
39
Closed
9
Calls
$601K
Puts
Net Calls
+$601K
Net Calls Change
+$20K
Name Holding Trade Value Shares
Change
Change in
Stake
DLP
26
De Lisle Partners
United Kingdom
$1.76M +$293K +9,912 +19%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$1.71M -$39.9K -1,349 -2%
KCM
28
Kendall Capital Management
Maryland
$1.7M -$59.2K -2,000 -3%
SBH
29
Segall Bryant & Hamill
Illinois
$1.66M +$1.74M +58,657 New
Goldman Sachs
30
Goldman Sachs
New York
$1.59M -$173K -5,833 -9%
Morgan Stanley
31
Morgan Stanley
New York
$1.37M -$357K -12,057 -20%
Renaissance Technologies
32
Renaissance Technologies
New York
$1.32M +$243K +8,200 +21%
HAG
33
HighPoint Advisor Group
Illinois
$1.27M
Two Sigma Investments
34
Two Sigma Investments
New York
$1.07M +$1.11M +37,680 New
AAM
35
Ackerman Asset Management
Maryland
$1.02M +$1.06M +36,000 New
Squarepoint
36
Squarepoint
New York
$993K +$407K +13,750 +65%
JP Morgan Chase
37
JP Morgan Chase
New York
$989K -$224K -7,567 -18%
MAM
38
Martingale Asset Management
Massachusetts
$937K -$15.7K -530 -2%
Ameriprise
39
Ameriprise
Minnesota
$806K -$3.15M -106,616 -79%
Charles Schwab
40
Charles Schwab
California
$789K -$118 -4 -0%
Citadel Advisors
41
Citadel Advisors
Florida
$769K -$78.5K -2,653 -9%
EI
42
EAM Investors
California
$722K -$229K -7,733 -23%
Boston Partners
43
Boston Partners
Massachusetts
$722K +$5.56K +188 +0.7%
BFC
44
Banc Funds Company
Illinois
$681K
N
45
Nuveen
North Carolina
$666K +$173K +5,853 +33%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$631K +$659K +22,280 New
Connor, Clark & Lunn Investment Management (CC&L)
47
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$614K +$33.3K +1,127 +5%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$567K
GC
49
Globeflex Capital
California
$517K
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$502K -$1.86K -63 -0.4%