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Coda Octopus Group

65 hedge funds and large institutions have $30.6M invested in Coda Octopus Group in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

81% more capital invested

Capital invested by funds: $17M → $30.6M (+$13.7M)

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

44% more funds holding

Funds holding: 4565 (+20)

7.82% more ownership

Funds ownership: 16.2%24.03% (+7.8%)

Holders
65
Holders Change
+20
Holders Change %
+44.44%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
15
Reduced
10
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VGA
51
Vanguard Global Advisers
Pennsylvania
$16.4K +$17.7K +1,450 New
CFD
52
Creative Financial Designs
Indiana
$8.21K
TRCT
53
Tower Research Capital (TRC)
New York
$6.37K -$3.17K -259 -31%
WT
54
Whittier Trust
California
$4.59K
NA
55
NewEdge Advisors
Louisiana
$3.94K -$6.03K -493 -59%
MCA
56
McGuire Capital Advisors
Oklahoma
$1.78K +$1.93K +158 New
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$1K +$844 +69 New
SS
58
SBI Securities
Japan
$633 +$685 +56 New
RFP
59
Root Financial Partners
California
$565 +$612 +50 New
SPIA
60
Steward Partners Investment Advisory
New York
$170 +$184 +15 New
JP Morgan Chase
61
JP Morgan Chase
New York
$44
Fidelity Investments
62
Fidelity Investments
Massachusetts
$34 +$37 +3 New
DJSG
63
D.J. St. Germain
Massachusetts
$11
EB
64
Eastern Bank
Massachusetts
$11
Citigroup
65
Citigroup
New York
$11 +$12 +1 New
RHJA
66
Rice Hall James & Associates
California
-$1.13M -121,905 Closed
TAM
67
Tocqueville Asset Management
New York
-$438K -47,064 Closed
W
68
Wealthquest
Ohio
-$136K -14,603 Closed
QC
69
Quadrature Capital
United Kingdom
-$104K -11,218 Closed
Goldman Sachs
70
Goldman Sachs
New York
-$98.9K -10,637 Closed
WA
71
Waverly Advisors
Alabama
-$93K -10,000 Closed
KAS
72
Kestra Advisory Services
Texas
-$21.5K -2,314 Closed
Wells Fargo
73
Wells Fargo
California
-$4.65K -500 Closed
Bank of America
74
Bank of America
North Carolina
-$55 -6 Closed
UBP
75
Union Bancaire Privee
Switzerland
-$44 -6 Closed

CODA Hedge Fund Activity: Q1 2026 in Review

65 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Coda Octopus Group (CODA) for Q1 2026, worth a combined $30.6M — up 81% from $17M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new CODA positions and 10 closed out — a net gain of 22 holders — while 15 added to existing stakes and 10 trimmed.

The largest buyer was Essex Investment Management, adding an estimated $2.04M. The largest seller was Rice Hall James & Associates, exiting entirely with an estimated $1.13M sold.

  • 65 institutional investors held Coda Octopus Group (CODA) as of Q1 2026, up from 45 in Q4 2025.
  • Funds reported $30.6M of Coda Octopus Group stock for Q1 2026, up 81% quarter-over-quarter.
  • 32 funds opened new Coda Octopus Group positions in Q1 2026 and 10 closed out, a net change of +22 holders.
  • The largest Coda Octopus Group buyer in Q1 2026 was Essex Investment Management, an estimated $2.04M added.
  • The largest Coda Octopus Group seller in Q1 2026 was Rice Hall James & Associates, an estimated $1.13M sold.

Based on aggregated 13F filings for Q1 2026.