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Coda Octopus Group

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.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

10% more funds holding

Funds holding: 3033 (+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

Holders
33
Holders Change
+3
Holders Change %
+10%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
12
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
1
Tocqueville Asset Management
New York
$2.02M -$568K -75,082 -19%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.86M
RHJA
3
Rice Hall James & Associates
California
$1.77M -$106K -14,063 -5%
PCM
4
Perritt Capital Management
Illinois
$463K -$53K -7,000 -9%
Osaic Holdings
5
Osaic Holdings
Arizona
$418K +$51.4K +6,800 +11%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$414K +$52.1K +6,887 +12%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$374K
Stifel Financial
8
Stifel Financial
Missouri
$362K +$439K +58,000 New
RC
9
RBF Capital
California
$345K -$6.29K -831 -1%
BlackRock
10
BlackRock
New York
$335K -$5.41K -715 -1%
Federated Hermes
11
Federated Hermes
Pennsylvania
$270K
Northern Trust
12
Northern Trust
Illinois
$230K -$14.8K -1,955 -5%
State Street
13
State Street
Massachusetts
$199K
Citadel Advisors
14
Citadel Advisors
Florida
$156K -$195K -25,835 -51%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$150K -$5.27K -697 -3%
EIM
16
Essex Investment Management
Massachusetts
$91.1K
W
17
Wealthquest
Ohio
$91.1K
Renaissance Technologies
18
Renaissance Technologies
New York
$81.8K -$80.5K -10,637 -45%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$75K +$295 +39 +0.3%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$36K
UBS Group
21
UBS Group
Switzerland
$31.7K -$8.31K -1,099 -18%
CFD
22
Creative Financial Designs
Indiana
$8.57K
NA
23
NewEdge Advisors
Louisiana
$6.41K +$7.78K +1,028 New
TRCT
24
Tower Research Capital (TRC)
New York
$3.31K +$4.01K +530 New
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$1.3K

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.