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Copa Holdings
CPA

Overview Fund Activity

227 hedge funds and large institutions have $3.05B invested in Copa Holdings in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 63 increasing their positions, 61 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+42
Holders Change %
+22.7%
% of All Funds
3.04%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
71
Increased
63
Reduced
61
Closed
27
Calls
$38M
Puts
$65M
Net Calls
-$27M
Net Calls Change
-$11.6M

Top Buyers

1
CCMG
Clark Capital Management Group
Pennsylvania
$44.8M
2
Citadel Advisors
Citadel Advisors
Florida
$74.1M
3
AIM
Artemis Investment Management
United Kingdom
$19.7M
4
SSA
Schonfeld Strategic Advisors
New York
$19M
5
Citigroup
Citigroup
New York
$16.6M

Top Sellers

1
SIM
Sprucegrove Investment Management
Ontario, Canada
$279M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$221M
3
CC
Carrhae Capital
United Kingdom
$56.3M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
5
Millennium Management
Millennium Management
New York
$41.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
151
Aristides Capital
Kentucky
$263K +$263K +2,393 New
Corient Private Wealth
152
Corient Private Wealth
Florida
$262K +$262K +2,379 New
ORG
153
Optimist Retirement Group
Washington
$257K -$74.8K -680 -23%
Janney Montgomery Scott
154
Janney Montgomery Scott
Pennsylvania
$248K +$248K +2,255 New
Barclays
155
Barclays
United Kingdom
$242K +$242K +2,200 New
RPCONE
156
Retirement Planning Company of New England
Rhode Island
$241K -$95K -864 -28%
SC
157
Savant Capital
Illinois
$240K +$240K +2,186 New
Stifel Financial
158
Stifel Financial
Missouri
$237K +$237K +2,158 New
AWA
159
Aaron Wealth Advisors
Illinois
$233K +$233K +2,120 New
PCMC
160
Paragon Capital Management (Colorado)
Colorado
$230K +$230K +2,094 New
PCM
161
PenderFund Capital Management
British Columbia, Canada
$225K +$11.1K +101 +5%
PAG
162
Private Advisor Group
New Jersey
$224K +$224K +2,039 New
FFN
163
Focus Financial Network
Minnesota
$208K +$208K +1,891 New
SFI
164
SPC Financial Inc
Maryland
$200K +$200K +1,819 New
SPIA
165
Steward Partners Investment Advisory
New York
$199K -$92.2K -838 -32%
EWA
166
EverSource Wealth Advisors
Alabama
$195K +$57.8K +526 +42%
SOW
167
State of Wyoming
Wyoming
$192K +$192K +1,746 New
Group One Trading
168
Group One Trading
Illinois
$159K +$159K +1,450 New
GRP
169
Global Retirement Partners
California
$126K +$126K +1,146 New
QL
170
Quarry LP
New York
$124K +$65.2K +593 +110%
SS
171
SBI Securities
Japan
$119K +$4.07K +37 +4%
TFA
172
Transamerica Financial Advisors
Florida
$115K +$115K +1,046 New
BIA
173
Bell Investment Advisors
California
$101K +$8.03K +73 +9%
CIA
174
Cape Investment Advisory
Georgia
$96.8K +$96.8K +880 New
CCA
175
Catalyst Capital Advisors
New York
$77K +$77K +700 New
5 6
7
8 9