Coda Octopus Group
CODA
33 hedge funds and large institutions have $9.79M invested in Coda Octopus Group in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 12 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
10% more funds holding
Funds holding: 30 → 33 (+3)
0.72% less ownership
Funds ownership: 14.69% → 13.97% (-0.72%)
24% less capital invested
Capital invested by funds: $12.9M → $9.79M (-$3.09M)
58% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$439K |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$52.1K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$51.4K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$7.78K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$4.01K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
Tocqueville Asset Management
New York
|
-$568K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$195K |
| 3 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
-$106K |
| 4 |
Renaissance Technologies
New York
|
-$80.5K |
| 5 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
-$53K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SC
26
SouthState Corp
Winter Haven,
Florida
| $1.16K | +$1.41K | +186 | New |
|
27
Morgan Stanley
New York
| $474 | -$13.6K | -1,800 | -96% |
|
28
Bank of America
Charlotte,
North Carolina
| $306 | +$15 | +2 | +4% |
|
|
SS
29
SBI Securities
Tokyo,
Japan
| $187 | +$151 | +20 | +200% |
|
30
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $75 | +$91 | +12 | New |
|
31
JP Morgan Chase
New York
| $25 | -$106 | -14 | -78% |
|
|
UBP
32
Union Bancaire Privee
Geneva 1,
Switzerland
| $11 | – | – | – |
|
|
EB
33
Eastern Bank
Boston,
Massachusetts
| $6 | – | – | – |
|
|
DJSG
34
D.J. St. Germain
Springfield,
Massachusetts
| – | -$8 | -1 | Closed |
|
CODA Hedge Fund Activity: Q1 2025 in Review
33 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Coda Octopus Group (CODA) for Q1 2025, worth a combined $9.79M — down 24% from $12.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CODA positions and 1 closed out — a net gain of 4 holders — while 5 added to existing stakes and 12 trimmed.
The largest buyer was Stifel Financial, opening a new position worth an estimated $439K. The largest seller was Tocqueville Asset Management, cutting an estimated $568K.
- 33 institutional investors held Coda Octopus Group (CODA) as of Q1 2025, up from 30 in Q4 2024.
- Funds reported $9.79M of Coda Octopus Group stock for Q1 2025, down 24% quarter-over-quarter.
- 5 funds opened new Coda Octopus Group positions in Q1 2025 and 1 closed out, a net change of +4 holders.
- The largest Coda Octopus Group buyer in Q1 2025 was Stifel Financial, an estimated $439K added.
- The largest Coda Octopus Group seller in Q1 2025 was Tocqueville Asset Management, an estimated $568K sold.
Based on aggregated 13F filings for Q1 2025.