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Copa Holdings

298 hedge funds and large institutions have $3.03B invested in Copa Holdings in 2026 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 112 increasing their positions, 99 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 32

13% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 99

6% more funds holding

Funds holding: 282298 (+16)

1.43% less ownership

Funds ownership: 90.1%88.66% (-1.4%)

8% less capital invested

Capital invested by funds: $3.29B → $3.03B (-$253M)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

24% less call options, than puts

Call options by funds: $33.9M | Put options by funds: $44.8M

Holders
298
Holders Change
+16
Holders Change %
+5.67%
% of All Funds
3.67%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.1%
New
52
Increased
112
Reduced
99
Closed
32
Calls
$33.9M
Puts
$44.8M
Net Calls
-$10.9M
Net Calls Change
+$8.63M
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
251
Root Financial Partners
California
$19.8K +$263 +2 +1%
Bessemer Group
252
Bessemer Group
New Jersey
$15K
Carson Wealth (CWM LLC)
253
Carson Wealth (CWM LLC)
Nebraska
$14.9K -$16.8K -128 -49%
AFC
254
Ares Financial Consulting
California
$14.4K +$13K +99 +430%
SA
255
Scarborough Advisors
Maryland
$12.5K +$1.97K +15 +16%
CAC
256
Core Alternative Capital
Georgia
$11.4K
MMG
257
Monetary Management Group
Missouri
$11.4K +$13.1K +100 New
UBS AM
258
UBS AM
Illinois
$11.1K +$12.9K +98 New
SAM
259
Smartleaf Asset Management
Massachusetts
$11K +$1.18K +9 +10%
PWPS
260
Pinnacle Wealth Planning Services
Ohio
$9.88K
ACM
261
Anfield Capital Management
California
$9.43K +$10.9K +83 New
CFO
262
CVA Family Office
Colorado
$8.52K +$6.43K +49 +188%
MCM
263
MAI Capital Management
Ohio
$8.47K +$919 +7 +10%
TWD
264
True Wealth Design
Ohio
$8.07K +$4.72K +36 +103%
BLC
265
Brown, Lisle/Cummings
Rhode Island
$7.72K +$8.93K +68 New
CPG
266
Cornerstone Planning Group
New Jersey
$6.25K
AA
267
Ancora Advisors
Ohio
$5.91K +$6.83K +52 New
EWP
268
Elevation Wealth Partners
California
$5.57K +$1.18K +9 +23%
FFO
269
Fortitude Family Office
Arizona
$5.57K +$2.23K +17 +53%
SEP
270
Signature Equity Partners
Ohio
$4.81K -$3.81K -29 -41%
JWA
271
JFS Wealth Advisors
Pennsylvania
$4.77K +$394 +3 +8%
PSFG
272
Park Square Financial Group
Georgia
$3.63K +$4.2K +32 New
CSC
273
Caldwell Sutter Capital
California
$2.95K +$1.31K +10 +63%
1IA
274
1620 Investment Advisors
Massachusetts
$2.84K
SWM
275
Spire Wealth Management
Virginia
$2.83K

CPA Hedge Fund Activity: Q1 2026 in Review

298 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Copa Holdings (CPA) for Q1 2026, worth a combined $3.03B — down 7.7% from $3.29B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new CPA positions and 32 closed out — a net gain of 20 holders — while 112 added to existing stakes and 99 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $135M. The largest seller was Capital World Investors, cutting an estimated $117M.

  • 298 institutional investors held Copa Holdings (CPA) as of Q1 2026, up from 282 in Q4 2025.
  • Funds reported $3.03B of Copa Holdings stock for Q1 2026, down 7.7% quarter-over-quarter.
  • 52 funds opened new Copa Holdings positions in Q1 2026 and 32 closed out, a net change of +20 holders.
  • The largest Copa Holdings buyer in Q1 2026 was Capital Research Global Investors, an estimated $135M added.
  • The largest Copa Holdings seller in Q1 2026 was Capital World Investors, an estimated $117M sold.

Based on aggregated 13F filings for Q1 2026.