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Copa Holdings

277 hedge funds and large institutions have $3.27B invested in Copa Holdings in 2025 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 112 increasing their positions, 67 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0% less ownership

Funds ownership: 89.78%89.77% (-0%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

47% less call options, than puts

Call options by funds: $21.8M | Put options by funds: $41.3M

Holders
277
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$21.8M
Puts
$41.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
176
Sterling Capital Management
North Carolina
$350K
Mercer Global Advisors
177
Mercer Global Advisors
Colorado
$335K
OF
178
Optimize Financial
California
$328K
RCG
179
Ruane, Cunniff & Goldfarb
New York
$308K
AC
180
AlphaCore Capital
California
$306K
AQR Capital Management
181
AQR Capital Management
Connecticut
$302K
CM
182
CM Management
Florida
$302K
NC
183
nVerses Capital
Florida
$297K
ORG
184
Optimist Retirement Group
Washington
$282K
Focus Partners Wealth
185
Focus Partners Wealth
Massachusetts
$273K
BPAMU
186
BTG Pactual Asset Management US
New York
$269K
FFN
187
Focus Financial Network
Minnesota
$264K
BC
188
Bayforest Capital
United Kingdom
$262K
PCM
189
PenderFund Capital Management
British Columbia, Canada
$247K
RFA
190
Resurgent Financial Advisors
Georgia
$241K
PCMC
191
Paragon Capital Management (Colorado)
Colorado
$238K
RPCONE
192
Retirement Planning Company of New England
Rhode Island
$236K
CIM
193
Confluence Investment Management
Missouri
$227K
MFG
194
Merit Financial Group
Georgia
$227K
CAG
195
Csenge Advisory Group
Florida
$220K
SPIA
196
Steward Partners Investment Advisory
New York
$219K
IAS
197
Insigneo Advisory Services
Florida
$218K
Wealth Enhancement Advisory Services
198
Wealth Enhancement Advisory Services
Minnesota
$211K
SOW
199
State of Wyoming
Wyoming
$211K
WIA
200
World Investment Advisors
California
$209K