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Copa Holdings

279 hedge funds and large institutions have $3.28B invested in Copa Holdings in 2025 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 113 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: $ → $

0.28% more ownership

Funds ownership: 89.78%90.05% (+0.28%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

47% less call options, than puts

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

Holders
279
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
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
Bank of New York Mellon
176
Bank of New York Mellon
New York
$351K
SFM
177
Signet Financial Management
New Jersey
$351K
SCM
178
Sterling Capital Management
North Carolina
$350K
Mercer Global Advisors
179
Mercer Global Advisors
Colorado
$335K
OF
180
Optimize Financial
California
$328K
RCG
181
Ruane, Cunniff & Goldfarb
New York
$308K
AC
182
AlphaCore Capital
California
$306K
AQR Capital Management
183
AQR Capital Management
Connecticut
$302K
CM
184
CM Management
Florida
$302K
NC
185
nVerses Capital
Florida
$297K
ORG
186
Optimist Retirement Group
Washington
$282K
Focus Partners Wealth
187
Focus Partners Wealth
Massachusetts
$273K
BPAMU
188
BTG Pactual Asset Management US
New York
$269K
FFN
189
Focus Financial Network
Minnesota
$264K
BC
190
Bayforest Capital
United Kingdom
$262K
PCM
191
PenderFund Capital Management
British Columbia, Canada
$247K
RFA
192
Resurgent Financial Advisors
Georgia
$241K
PCMC
193
Paragon Capital Management (Colorado)
Colorado
$238K
RPCONE
194
Retirement Planning Company of New England
Rhode Island
$236K
CIM
195
Confluence Investment Management
Missouri
$227K
MFG
196
Merit Financial Group
Georgia
$227K
WIA
197
World Investment Advisors
California
$222K
CAG
198
Csenge Advisory Group
Florida
$220K
SPIA
199
Steward Partners Investment Advisory
New York
$219K
IAS
200
Insigneo Advisory Services
Florida
$218K