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Cooper Companies

638 hedge funds and large institutions have $16.8B invested in Cooper Companies in 2025 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 231 increasing their positions, 251 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

1.56% more ownership

Funds ownership: 98.33%99.89% (+1.6%)

8% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 251

6% less funds holding

Funds holding: 677638 (-39)

7% less capital invested

Capital invested by funds: $18B → $16.8B (-$1.2B)

34% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 101

36% less call options, than puts

Call options by funds: $29.1M | Put options by funds: $45.3M

Holders
638
Holders Change
-39
Holders Change %
-5.76%
% of All Funds
8.55%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
67
Increased
231
Reduced
251
Closed
101
Calls
$29.1M
Puts
$45.3M
Net Calls
-$16.2M
Net Calls Change
-$22.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
526
Lindbrook Capital
California
$51.7K +$16.8K +187 +44%
JSAM
527
J. Safra Asset Management
New York
$51.5K +$23.4K +261 +75%
NA
528
NewEdge Advisors
Louisiana
$50.4K
GWM
529
Geneos Wealth Management
Colorado
$47.7K +$38.6K +431 +319%
AF
530
Atala Financial
California
$46.6K
DIP
531
DT Investment Partners
Pennsylvania
$45.5K
SIM
532
Sentry Investment Management
Wisconsin
$42K -$15.2K -170 -23%
AAP
533
Arax Advisory Partners
Colorado
$41K -$16.2K -181 -27%
DWS
534
Dynamic Wealth Strategies
California
$40.4K +$42.9K +479 New
CAL
535
Capital Advisors Ltd
Ohio
$38K +$4.03K +45 +11%
RMC
536
Resources Management Corp
Connecticut
$37K
CHC
537
City Holding Co
West Virginia
$34.4K +$36.6K +408 New
ZBNA
538
Zions Bancorporation, National Association
Utah
$32.6K +$34.6K +386 New
TCOV
539
Trust Company of Vermont
Vermont
$32.1K
BAM
540
Byrne Asset Management
New Jersey
$30.4K
PFBT
541
Parkside Financial Bank & Trust
Missouri
$27K -$3.4K -38 -11%
HWM
542
Hemington Wealth Management
Virginia
$26K -$627 -7 -2%
MSWA
543
Marshall & Sterling Wealth Advisors
New York
$20.8K +$22.1K +247 New
CT
544
Clearstead Trust
Maine
$20K -$10.3K -115 -33%
GFPC
545
Global Financial Private Client
Florida
$19.7K -$806 -9 -4%
VCM
546
Versant Capital Management
Arizona
$19.3K -$68K -759 -77%
RIL
547
Rothschild Investment LLC
Illinois
$18.4K -$1.97K -22 -9%
FNWA
548
Financial Network Wealth Advisors
Utah
$15.7K +$13.7K +153 +464%
NEWAS
549
N.E.W. Advisory Services
Wisconsin
$15.3K +$16.2K +181 New
PBK
550
Peoples Bank (Kansas)
Kansas
$15.2K

COO Hedge Fund Activity: Q1 2025 in Review

638 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Cooper Companies (COO) for Q1 2025, worth a combined $16.8B — down 6.6% from $18B a quarter earlier.

Sellers outnumbered buyers: 101 funds closed out of COO and 67 opened new positions — a net loss of 34 holders — while 251 trimmed existing stakes and 231 added.

The largest buyer was Capital World Investors, adding an estimated $319M. The largest seller was Viking Global Investors, exiting entirely with an estimated $186M sold.

  • 638 institutional investors held Cooper Companies (COO) as of Q1 2025, down from 677 in Q4 2024.
  • Funds reported $16.8B of Cooper Companies stock for Q1 2025, down 6.6% quarter-over-quarter.
  • 67 funds opened new Cooper Companies positions in Q1 2025 and 101 closed out, a net change of -34 holders.
  • The largest Cooper Companies buyer in Q1 2025 was Capital World Investors, an estimated $319M added.
  • The largest Cooper Companies seller in Q1 2025 was Viking Global Investors, an estimated $186M sold.

Based on aggregated 13F filings for Q1 2025.