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Canadian Pacific Kansas City

973 hedge funds and large institutions have $51.3B invested in Canadian Pacific Kansas City in 2025 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 310 increasing their positions, 350 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
973
Holders Change
+16
Holders Change %
+1.67%
% of All Funds
13.05%
Holding in Top 10
39
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.33%
% of All Funds
0.52%
New
115
Increased
310
Reduced
350
Closed
86
Calls
$191M
Puts
$64.5M
Net Calls
+$127M
Net Calls Change
+$65.3M
Name Holding Trade Value Shares
Change
Shares
Change %
GM
501
GeoWealth Management
Illinois
$872K -$33.2K -419 -4%
WA
502
Waverly Advisors
Alabama
$868K +$11.8K +149 +1%
AGWCA
503
Annis Gardner Whiting Capital Advisors
Florida
$854K
SPIA
504
Steward Partners Investment Advisory
New York
$847K -$13K -164 -2%
TCA
505
Transcend Capital Advisors
New Jersey
$844K +$23.8K +300 +3%
AUB
506
Atlantic Union Bankshares
Virginia
$837K -$369K -4,661 -31%
ATC
507
Argent Trust Co
Tennessee
$833K -$33.6K -424 -4%
PAG
508
Private Advisor Group
New Jersey
$829K +$12.8K +162 +2%
IBOK
509
Independence Bank of Kentucky
Kentucky
$824K -$13.9K -175 -2%
ISWM
510
Independent Solutions Wealth Management
New York
$823K -$29K -366 -3%
CI
511
Corient IA
Florida
$811K
LFS
512
Legacy Financial Strategies
Kansas
$808K -$2.7K -34 -0.3%
V
513
VeraBank
Texas
$806K -$4.36K -55 -0.5%
MFG
514
Merit Financial Group
Georgia
$804K +$162K +2,045 +25%
PWPS
515
Pinnacle Wealth Planning Services
Ohio
$794K -$82.7K -1,043 -9%
SVWAG
516
Sound View Wealth Advisors Group
Georgia
$794K -$1.75M -22,109 -69%
IWM
517
IHT Wealth Management
Illinois
$793K -$38.5K -486 -5%
DA
518
Dover Advisors
Virginia
$792K +$25.1K +317 +3%
IC
519
IEQ Capital
California
$790K +$375K +4,730 +90%
ACH
520
ArrowMark Colorado Holdings
Colorado
$785K
AL
521
Aspiriant LLC
California
$780K -$77.7K -980 -9%
VWM
522
Venturi Wealth Management
Texas
$778K +$52.6K +663 +7%
NG
523
Novem Group
New York
$777K
CPCM
524
Cardinal Point Capital Management
Ontario, Canada
$772K -$79.3K -1,000 -9%
ACM
525
Avalon Capital Management
California
$759K +$759K +9,571 New