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Cooper Companies

675 hedge funds and large institutions have $14.6B invested in Cooper Companies in 2026 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 240 increasing their positions, 240 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 83

1.35% more ownership

Funds ownership: 103.4%104.75% (+1.3%)

1% more funds holding

Funds holding: 667675 (+8)

0% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 240

12% less capital invested

Capital invested by funds: $16.6B → $14.6B (-$1.98B)

22% less call options, than puts

Call options by funds: $9.62M | Put options by funds: $12.4M

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
675
Holders Change
+8
Holders Change %
+1.2%
% of All Funds
8.31%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
105
Increased
240
Reduced
240
Closed
83
Calls
$9.62M
Puts
$12.4M
Net Calls
-$2.76M
Net Calls Change
+$838K
Name Holding Trade Value Shares
Change
Change in
Stake
EWP
626
Elevation Wealth Partners
California
$2.36K +$1.9K +24 +267%
SSG
627
Summit Securities Group
New York
$2.29K -$20.8K -263 -89%
TPWA
628
Twin Peaks Wealth Advisors
California
$2.22K +$2.45K +31 New
RCM
629
Raleigh Capital Management
North Carolina
$2.15K +$2.37K +30 New
MAM
630
Marquette Asset Management
Minnesota
$2.07K +$1.19K +15 +107%
SS
631
Sunbelt Securities
Texas
$2K -$554 -7 -20%
RTL
632
Red Tortoise LLC
Georgia
$2K -$79 -1 -3%
BHWM
633
Bay Harbor Wealth Management
Maryland
$1.79K +$396 +5 +25%
DPW
634
DiNuzzo Private Wealth
Pennsylvania
$1.72K +$475 +6 +33%
NAAA
635
New Age Alpha Advisors
New York
$1.65K -$764K -9,658 -100%
PWM
636
Proathlete Wealth Management
Florida
$1.36K
WTA
637
Washington Trust Advisors
Massachusetts
$1.29K +$1.42K +18 New
SWM
638
Spire Wealth Management
Virginia
$1.22K -$79 -1 -6%
PWMG
639
Private Wealth Management Group
New Jersey
$1.22K
FCAS
640
First Command Advisory Services
Texas
$1.14K
HFS
641
Horizon Financial Services
North Carolina
$1.07K
CC
642
Corsicana & Co
Texas
$1.01K +$949 +12 New
QWM
643
Quaker Wealth Management
New Jersey
$1K +$712 +9 +180%
AW
644
Avion Wealth
Texas
$1K -$1.03K -13 -38%
BGAI
645
Bruce G. Allen Investments
Colorado
$930
CFG
646
Clayton Financial Group
Missouri
$930
SC
647
SouthState Corp
Florida
$858 +$554 +7 +140%
HFS
648
Hughes Financial Services
Virginia
$787
VWM
649
Vermillion Wealth Management
Minnesota
$715 +$791 +10 New
BH
650
Burk Holdings
Oklahoma
$644 +$712 +9 New