We are live on ! Find out more
CPA icon

Copa Holdings

231 hedge funds and large institutions have $3.07B invested in Copa Holdings in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 65 increasing their positions, 61 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 26

25% more capital invested

Capital invested by funds: $2.46B → $3.07B (+$611M)

24% more funds holding

Funds holding: 187231 (+44)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

3.14% more ownership

Funds ownership: 89.31%92.45% (+3.1%)

7% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 61

42% less call options, than puts

Call options by funds: $38M | Put options by funds: $65M

Holders
231
Holders Change
+44
Holders Change %
+23.53%
% 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
65
Reduced
61
Closed
26
Calls
$38M
Puts
$65M
Net Calls
-$27M
Net Calls Change
-$11.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
176
Bell Investment Advisors
California
$101K +$7.21K +73 +9%
CIA
177
Cape Investment Advisory
Georgia
$96.8K +$86.9K +880 New
CCA
178
Catalyst Capital Advisors
New York
$77K +$69.1K +700 New
EPIMS
179
Evelyn Partners Investment Management Services
$58.1K
LSA
180
Leonteq Securities AG
Switzerland
$56.3K -$34.6K -351 -41%
CIAM
181
Caitong International Asset Management
Hong Kong
$36.5K -$32.6K -330 -50%
Legal & General Group
182
Legal & General Group
United Kingdom
$36.3K
Fifth Third Bancorp
183
Fifth Third Bancorp
Ohio
$24.7K +$22.2K +225 New
RFS
184
Richardson Financial Services
Massachusetts
$23.7K +$21.4K +217 New
Jones Financial Companies
185
Jones Financial Companies
Missouri
$19.7K +$7.21K +73 +67%
US Bancorp
186
US Bancorp
Minnesota
$14.6K -$36.4K -369 -74%
FHA
187
First Horizon Advisors
Tennessee
$13.3K +$11.9K +121 New
Bessemer Group
188
Bessemer Group
New Jersey
$12K
PSFG
189
Park Square Financial Group
Georgia
$11.4K +$10.3K +104 New
CAC
190
Core Alternative Capital
Georgia
$11K +$9.87K +100 New
PFBT
191
Parkside Financial Bank & Trust
Missouri
$11K +$9.87K +100 New
SA
192
Scarborough Advisors
Maryland
$10.4K +$9.38K +95 New
PTC
193
Private Trust Company
Ohio
$8.58K +$7.7K +78 New
AWM
194
Atticus Wealth Management
Florida
$8.36K +$7.5K +76 New
FFA
195
Frazier Financial Advisors
Ohio
$8.25K
AssetMark Inc
196
AssetMark Inc
California
$8.03K +$7.21K +73 New
FFA
197
Farther Finance Advisors
California
$7.7K +$4.54K +46 +192%
BIG
198
Brooklyn Investment Group
New York
$7.15K
VCM
199
Versant Capital Management
Arizona
$6.6K +$5.33K +54 +900%
HWM
200
Hemington Wealth Management
Virginia
$6K +$1.78K +18 +46%

CPA Hedge Fund Activity: Q2 2025 in Review

231 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Copa Holdings (CPA) for Q2 2025, worth a combined $3.07B — up 25% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new CPA positions and 26 closed out — a net gain of 45 holders — while 65 added to existing stakes and 61 trimmed.

The largest buyer was Clark Capital Management Group, opening a new position worth an estimated $40.2M. The largest seller was Sprucegrove Investment Management, cutting an estimated $53.9M.

  • 231 institutional investors held Copa Holdings (CPA) as of Q2 2025, up from 187 in Q1 2025.
  • Funds reported $3.07B of Copa Holdings stock for Q2 2025, up 25% quarter-over-quarter.
  • 71 funds opened new Copa Holdings positions in Q2 2025 and 26 closed out, a net change of +45 holders.
  • The largest Copa Holdings buyer in Q2 2025 was Clark Capital Management Group, an estimated $40.2M added.
  • The largest Copa Holdings seller in Q2 2025 was Sprucegrove Investment Management, an estimated $53.9M sold.

Based on aggregated 13F filings for Q2 2025.