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Canadian Pacific Kansas City

950 hedge funds and large institutions have $47.6B invested in Canadian Pacific Kansas City in 2026 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 301 increasing their positions, 344 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $152M | Put options by funds: $92.7M

24% more funds holding in top 10

Funds holding in top 10: 2126 (+5)

5% more capital invested

Capital invested by funds: $45.3B → $47.6B (+$2.34B)

7% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 91

1.04% less ownership

Funds ownership: 68.23%67.19% (-1%)

1% less funds holding

Funds holding: 961950 (-11)

13% less repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 344

Holders
950
Holders Change
-11
Holders Change %
-1.14%
% of All Funds
11.7%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.32%
New
97
Increased
301
Reduced
344
Closed
91
Calls
$152M
Puts
$92.7M
Net Calls
+$59.8M
Net Calls Change
-$3.35M
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
726
Rothschild Investment LLC
Illinois
$218K +$65.4K +827 +42%
CC
727
Citrine Capital
California
$216K
EW
728
Evoke Wealth
California
$216K +$217K +2,742 New
OCM
729
One Capital Management
California
$215K +$216K +2,737 New
BEI
730
Benjamin Edwards Inc
Missouri
$215K +$217K +2,741 New
R
731
Rebalance
California
$215K -$9.09K -115 -4%
TG
732
TCW Group
California
$214K -$19.8M -249,945 -99%
IIL
733
Income Insurance Ltd
$214K
HAG
734
HighPoint Advisor Group
Illinois
$212K -$698K -8,830 -77%
AWM
735
Avior Wealth Management
Nebraska
$211K +$212K +2,684 New
ANBT
736
American National Bank & Trust
Texas
$210K
USCWA
737
U.S. Capital Wealth Advisors
Texas
$207K -$1.69M -21,392 -89%
FGWP
738
Founders Grove Wealth Partners
Virginia
$205K +$206K +2,612 New
TWA
739
Tulsa Wealth Advisors
Oklahoma
$205K +$206K +2,610 New
MWM
740
Mattern Wealth Management
Kansas
$204K +$205K +2,599 New
ACM
741
Advisors Capital Management
New Jersey
$204K +$205K +2,600 New
DWM
742
Diversify Wealth Management
Utah
$202K +$190K +2,399 New
BBHC
743
Brown Brothers Harriman & Co
New York
$201K -$2.21K -28 -1%
CIA
744
Capital Investment Advisors
Georgia
$201K +$202K +2,555 New
FFA
745
Farther Finance Advisors
California
$186K +$29.3K +371 +18%
CAL
746
Capital Advisors Ltd
Ohio
$181K
LWCFA
747
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$180K
EWA
748
EverSource Wealth Advisors
Alabama
$167K +$48.2K +610 +40%
Bank Julius Baer & Co
749
Bank Julius Baer & Co
Switzerland
$166K -$11.1M -139,815 -99%
GI
750
GS Investments
Minnesota
$165K +$166K +2,100 New