CP icon

Canadian Pacific Kansas City

982 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, 312 increasing their positions, 354 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

2% more funds holding

Funds holding: 964982 (+18)

1.44% more ownership

Funds ownership: 68.69%70.13% (+1.4%)

12% less repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 354

Holders
982
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
39
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$191M
Puts
$64.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
501
Peregrine Capital Management
Minnesota
$889K
TPW
502
Transatlantique Private Wealth
New York
$888K
GWM
503
Geneos Wealth Management
Colorado
$875K
Vontobel Holding
504
Vontobel Holding
Switzerland
$873K
GM
505
GeoWealth Management
Illinois
$872K
WA
506
Waverly Advisors
Alabama
$868K
AGWCA
507
Annis Gardner Whiting Capital Advisors
Florida
$854K
SPIA
508
Steward Partners Investment Advisory
New York
$847K
TCA
509
Transcend Capital Advisors
New Jersey
$844K
AUB
510
Atlantic Union Bankshares
Virginia
$837K
ATC
511
Argent Trust Co
Tennessee
$833K
PAG
512
Private Advisor Group
New Jersey
$829K
IBOK
513
Independence Bank of Kentucky
Kentucky
$824K
ISWM
514
Independent Solutions Wealth Management
New York
$823K
CI
515
Corient IA
Florida
$811K
LFS
516
Legacy Financial Strategies
Kansas
$808K
V
517
VeraBank
Texas
$806K
MFG
518
Merit Financial Group
Georgia
$804K
PWPS
519
Pinnacle Wealth Planning Services
Ohio
$794K
SVWAG
520
Sound View Wealth Advisors Group
Georgia
$794K
IWM
521
IHT Wealth Management
Illinois
$793K
DA
522
Dover Advisors
Virginia
$792K
IC
523
IEQ Capital
California
$790K
ACH
524
ArrowMark Colorado Holdings
Colorado
$785K
AL
525
Aspiriant LLC
California
$780K