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Copa Holdings

251 hedge funds and large institutions have $3.21B invested in Copa Holdings in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 104 increasing their positions, 60 reducing their positions, and 22 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% more funds holding in top 10

Funds holding in top 10: 99 (0)

3% less ownership

Funds ownership: 92.45%89.45% (-3%)

60% less call options, than puts

Call options by funds: $40.8M | Put options by funds: $103M

Holders
251
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
$40.8M
Puts
$103M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
201
US Bancorp
Minnesota
$30.1K
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$30K
SIC
203
SJS Investment Consulting
Ohio
$18.9K
CIAM
204
Caitong International Asset Management
Hong Kong
$18.1K
RFP
205
Root Financial Partners
California
$17.8K
AssetMark Inc
206
AssetMark Inc
California
$16.5K
PSFG
207
Park Square Financial Group
Georgia
$16.3K
Bessemer Group
208
Bessemer Group
New Jersey
$15K
VCM
209
Versant Capital Management
Arizona
$14.3K
PFBT
210
Parkside Financial Bank & Trust
Missouri
$11.9K
CAC
211
Core Alternative Capital
Georgia
$11.9K
PTC
212
Private Trust Company
Ohio
$11.5K
SWP
213
Strategic Wealth Partners
Ohio
$9.74K
CIBC Private Wealth Group
214
CIBC Private Wealth Group
Georgia
$8.55K
LFG
215
Larson Financial Group
Missouri
$7.49K
HWM
216
Hemington Wealth Management
Virginia
$7K
CPG
217
Cornerstone Planning Group
New Jersey
$6.82K
OP
218
ORG Partners
Indiana
$6.77K
S
219
SignatureFD
Georgia
$5.94K
TWD
220
True Wealth Design
Ohio
$4.04K
RF
221
Rossby Financial
Florida
$3.76K
FFO
222
Fortitude Family Office
Arizona
$3.56K
JWA
223
JFS Wealth Advisors
Pennsylvania
$3.45K
CFO
224
CVA Family Office
Colorado
$3.09K
PA
225
Parallel Advisors
California
$3.03K