Cogent Communications
CCOI
266 hedge funds and large institutions have $1.95B invested in Cogent Communications in 2025 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 107 increasing their positions, 80 reducing their positions, and 72 closing their positions.
38% more funds holding in top 10
Funds holding in top 10: 8 → 11 (+3)
34% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 80
4.14% more ownership
Funds ownership: 98.99% → 103.13% (+4.1%)
6% less call options, than puts
Call options by funds: $24.7M | Put options by funds: $26.3M
10% less funds holding
Funds holding: 294 → 266 (-28)
17% less capital invested
Capital invested by funds: $2.36B → $1.95B (-$410M)
35% less first-time investments, than exits
New positions opened: 47 | Existing positions closed: 72
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCAM
Turtle Creek Asset Management
Toronto,
Ontario, Canada
|
+$75.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$40.5M |
| 3 |
Morgan Stanley
New York
|
+$23.2M |
| 4 |
JP Morgan Chase
New York
|
+$17.7M |
| 5 |
BlackRock
New York
|
+$17.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MC
MIG Capital
Newport Beach,
California
|
-$49.6M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$40M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$28M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$26.1M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$19.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WPA
326
Wealth Preservation Advisors
Chattanooga,
Tennessee
| – | -$5.21K | -108 | Closed |
|
|
ST
327
Smithfield Trust
Pittsburgh,
Pennsylvania
| – | -$5K | -105 | Closed |
|
|
GWM
328
Geneos Wealth Management
Englewood,
Colorado
| – | -$4.48K | -93 | Closed |
|
|
BIG
329
Brooklyn Investment Group
Brooklyn,
New York
| – | -$3.47K | -72 | Closed |
|
|
TPWA
330
Twin Peaks Wealth Advisors
Burlingame,
California
| – | -$1.87K | -55 | Closed |
|
|
WA
331
Whipplewood Advisors
Littleton,
Colorado
| – | -$1.21K | -25 | Closed |
|
332
Lazard Asset Management
New York
| – | -$1K | -22 | Closed |
|
|
TPCW
333
TD Private Client Wealth
New York
| – | -$1.01K | -21 | Closed |
|
|
BI
334
Binnacle Investments
Urbandale,
Iowa
| – | -$627 | -13 | Closed |
|
|
JWA
335
JFS Wealth Advisors
Hermitage,
Pennsylvania
| – | -$531 | -11 | Closed |
|
|
DPW
336
DiNuzzo Private Wealth
Beaver,
Pennsylvania
| – | -$145 | -3 | Closed |
|
|
SIC
337
SJS Investment Consulting
Sylvania,
Ohio
| – | -$49 | -1 | Closed |
|
CCOI Hedge Fund Activity: Q3 2025 in Review
266 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Cogent Communications (CCOI) for Q3 2025, worth a combined $1.95B — down 17% from $2.36B a quarter earlier.
Sellers outnumbered buyers: 72 funds closed out of CCOI and 47 opened new positions — a net loss of 25 holders — while 80 trimmed existing stakes and 107 added.
The largest buyer was Turtle Creek Asset Management, adding an estimated $75.6M. The largest seller was MIG Capital, exiting entirely with an estimated $49.6M sold.
- 266 institutional investors held Cogent Communications (CCOI) as of Q3 2025, down from 294 in Q2 2025.
- Funds reported $1.95B of Cogent Communications stock for Q3 2025, down 17% quarter-over-quarter.
- 47 funds opened new Cogent Communications positions in Q3 2025 and 72 closed out, a net change of -25 holders.
- The largest Cogent Communications buyer in Q3 2025 was Turtle Creek Asset Management, an estimated $75.6M added.
- The largest Cogent Communications seller in Q3 2025 was MIG Capital, an estimated $49.6M sold.
Based on aggregated 13F filings for Q3 2025.