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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
266
Holders Change
-28
Holders Change %
-9.52%
% of All Funds
3.49%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.14%
New
47
Increased
107
Reduced
80
Closed
72
Calls
$24.7M
Puts
$26.3M
Net Calls
-$1.64M
Net Calls Change
-$2.67M

Top Buyers

1
TCAM
Turtle Creek Asset Management
Ontario, Canada
+$75.6M
2
Bank of America
Bank of America
North Carolina
+$40.5M
3
Morgan Stanley
Morgan Stanley
New York
+$23.2M
4
JP Morgan Chase
JP Morgan Chase
New York
+$17.7M
5
BlackRock
BlackRock
New York
+$17.2M

Top Sellers

1
MC
MIG Capital
California
-$49.6M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$40M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$28M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$26.1M
5
Raymond James Financial
Raymond James Financial
Florida
-$19.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$264M +$17.2M +411,552 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$206M +$11.3M +270,975 +5%
TCAM
3
Turtle Creek Asset Management
Ontario, Canada
$177M +$75.6M +1,811,222 +65%
EIG
4
EdgePoint Investment Group
Ontario, Canada
$87.5M +$102K +2,438 +0.1%
State Street
5
State Street
Massachusetts
$74.3M +$6.24M +149,443 +8%
Morgan Stanley
6
Morgan Stanley
New York
$69.1M +$23.2M +556,518 +45%
Invesco
7
Invesco
Georgia
$53.8M +$16.7M +399,339 +40%
MG
8
Magnolia Group
Nebraska
$48.8M +$7.48M +179,126 +16%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$44M +$3.64M +87,140 +8%
Bank of America
10
Bank of America
North Carolina
$44M +$40.5M +970,367 +551%
Brown Advisory
11
Brown Advisory
Maryland
$38.6M -$18.7M -447,776 -31%
TCM
12
Tyro Capital Management
Florida
$35.9M +$12.5M +298,392 +47%
HCM
13
Harspring Capital Management
New York
$33.6M +$843K +20,203 +2%
DG
14
DigitalBridge Group
Florida
$32.6M +$11.2M +267,099 +46%
NM
15
Newtyn Management
New York
$26.8M +$3.13M +75,000 +12%
6CM
16
683 Capital Management
New York
$24.9M +$15.4M +370,000 +132%
BRIM
17
Broad Run Investment Management
Virginia
$24.7M -$1.41M -33,856 -5%
First Trust Advisors
18
First Trust Advisors
Illinois
$24.2M +$12M +288,079 +84%
Charles Schwab
19
Charles Schwab
California
$22.1M +$3.35M +80,210 +16%
JP Morgan Chase
20
JP Morgan Chase
New York
$20.7M +$17.7M +424,746 +369%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$20.5M +$655K +15,687 +3%
Capital World Investors
22
Capital World Investors
California
$20.3M -$17.8M -426,906 -45%
Northern Trust
23
Northern Trust
Illinois
$19.4M -$583K -13,965 -3%
SIG
24
Senator Investment Group
New York
$18.5M -$6.2M -148,397 -23%
1CM
25
14B Capital Management
California
$17.2M -$2.27M -54,367 -11%
1
2 3 4 5

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.