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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
PS
151
Principal Securities
Iowa
$749K -$378K -2,877 -30%
PP
152
PDT Partners
New York
$735K -$1.02M -7,800 -55%
Nisa Investment Advisors
153
Nisa Investment Advisors
Missouri
$704K
Dodge & Cox
154
Dodge & Cox
California
$682K +$269K +2,050 +52%
MFGM
155
Marshall Financial Group (Maryland)
Maryland
$674K +$31.5K +240 +4%
VF
156
Virtu Financial
New York
$644K +$290K +2,206 +64%
CCIA
157
Campbell & Co Investment Adviser
Maryland
$634K +$505K +3,849 +222%
HighTower Advisors
158
HighTower Advisors
Illinois
$633K +$10.1K +77 +1%
Mariner
159
Mariner
Kansas
$631K -$18.8K -143 -3%
Neuberger Berman Group
160
Neuberger Berman Group
New York
$602K -$150K -1,146 -18%
KPWS
161
Kestra Private Wealth Services
Texas
$598K -$60.6K -462 -8%
FRM
162
Fox Run Management
Connecticut
$573K +$241K +1,839 +53%
SPIA
163
Steward Partners Investment Advisory
New York
$567K +$417K +3,180 +175%
Citigroup
164
Citigroup
New York
$560K -$145K -1,105 -18%
State Street
165
State Street
Massachusetts
$544K +$629K +4,792 New
PAG
166
Private Advisor Group
New Jersey
$541K +$7.22K +55 +1%
EI
167
Ellevest Inc
New York
$532K -$36.2K -276 -6%
DIG
168
Dauntless Investment Group
New Hampshire
$489K +$565K +4,304 New
MMA
169
Miracle Mile Advisors
California
$486K -$8.01K -61 -1%
HPG
170
Harvest Portfolios Group
Ontario, Canada
$469K -$33.6K -256 -6%
LCM
171
Landscape Capital Management
New Jersey
$465K +$537K +4,093 New
OSAM
172
O'Shaughnessy Asset Management
Connecticut
$453K +$30.5K +232 +6%
TWPM
173
Total Wealth Planning & Management
Florida
$446K -$22.2K -169 -4%
Bank of New York Mellon
174
Bank of New York Mellon
New York
$395K +$74.9K +571 +20%
IMC Chicago
175
IMC Chicago
Illinois
$385K +$444K +3,386 New

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.