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Copa Holdings
CPA

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: 282 → 298 (+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: 9 → 8 (-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

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$135M
2
CC
Carrhae Capital
United Kingdom
+$51.6M
3
CCM
Cullen Capital Management
New York
+$32.8M
4
II
INCA Investments
Florida
+$31.1M
5
Citadel Advisors
Citadel Advisors
Florida
+$26.3M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$117M
2
DCM
Driehaus Capital Management
Illinois
-$85.4M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$74.5M
4
CCMG
Clark Capital Management Group
Pennsylvania
-$31.3M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$31.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
276
IFP Advisors
Florida
$2.39K – – –
PTC
277
Private Trust Company
Ohio
$2.27K -$14.4K -110 -85%
PA
278
Parallel Advisors
California
$2.11K +$1.97K +15 +500%
MG
279
Mather Group
Illinois
$2.04K +$2.36K +18 New
KFAS
280
Keating Financial Advisory Services
Kansas
$1.7K -$263 -2 -12%
SFCL
281
Strengthening Families & Communities LLC
Massachusetts
$1.7K – – –
WA
282
Whipplewood Advisors
Colorado
$1.7K +$1.97K +15 New
RF
283
Rossby Financial
Florida
$1.65K -$2.36K -18 -56%
NS
284
NBC Securities
Alabama
$1.48K – – –
BFS
285
Bare Financial Services
Pennsylvania
$1.25K +$1.44K +11 New
TPCW
286
TD Private Client Wealth
New York
$1.14K – – –
Northwestern Mutual Wealth Management
287
Northwestern Mutual Wealth Management
Wisconsin
$1.02K -$788 -6 -40%
DPW
288
DiNuzzo Private Wealth
Pennsylvania
$682 – – –
Kayne Anderson Rudnick Investment Management
289
Kayne Anderson Rudnick Investment Management
California
$682 – – –
RWM
290
Rialto Wealth Management
New York
$682 +$263 +2 +50%
BHWM
291
Bay Harbor Wealth Management
Maryland
$681 +$394 +3 +100%
AF
292
Allworth Financial
California
$598 – – –
HIA
293
HFM Investment Advisors
New Jersey
$341 – – –
VWM
294
Vermillion Wealth Management
Minnesota
$341 +$394 +3 New
TLCM
295
Twin Lakes Capital Management
California
$115 – – –
HNB
296
Huntington National Bank
Ohio
$114 – – –
CW
297
Curio Wealth
Maryland
$114 +$131 +1 New
Balyasny Asset Management
298
Balyasny Asset Management
Illinois
– -$31.1M -258,251 Closed
Assenagon Asset Management
299
Assenagon Asset Management
Luxembourg
– -$18.8M -155,982 Closed
IUHSA
300
Itau Unibanco Holding S.A.
Brazil
– -$15.3M -127,532 Closed
10 11
12
13 14

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.