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Canadian Pacific Kansas City

974 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, 308 increasing their positions, 352 reducing their positions, and 88 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: 957974 (+17)

1.44% more ownership

Funds ownership: 68.67%70.11% (+1.4%)

13% less repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 352

Holders
974
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
GM
501
GeoWealth Management
Illinois
$872K
WA
502
Waverly Advisors
Alabama
$868K
AGWCA
503
Annis Gardner Whiting Capital Advisors
Florida
$854K
SPIA
504
Steward Partners Investment Advisory
New York
$847K
TCA
505
Transcend Capital Advisors
New Jersey
$844K
AUB
506
Atlantic Union Bankshares
Virginia
$837K
ATC
507
Argent Trust Co
Tennessee
$833K
PAG
508
Private Advisor Group
New Jersey
$829K
IBOK
509
Independence Bank of Kentucky
Kentucky
$824K
ISWM
510
Independent Solutions Wealth Management
New York
$823K
CI
511
Corient IA
Florida
$811K
LFS
512
Legacy Financial Strategies
Kansas
$808K
V
513
VeraBank
Texas
$806K
MFG
514
Merit Financial Group
Georgia
$804K
PWPS
515
Pinnacle Wealth Planning Services
Ohio
$794K
SVWAG
516
Sound View Wealth Advisors Group
Georgia
$794K
IWM
517
IHT Wealth Management
Illinois
$793K
DA
518
Dover Advisors
Virginia
$792K
IC
519
IEQ Capital
California
$790K
ACH
520
ArrowMark Colorado Holdings
Colorado
$785K
AL
521
Aspiriant LLC
California
$780K
VWM
522
Venturi Wealth Management
Texas
$778K
NG
523
Novem Group
New York
$777K
CPCM
524
Cardinal Point Capital Management
Ontario, Canada
$772K
ACM
525
Avalon Capital Management
California
$759K