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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
S
201
SignatureFD
Georgia
$5.5K +$4.94K +50 New
IA
202
IFP Advisors
Florida
$5.28K -$5.73K -58 -55%
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$5K
CIBC Private Wealth Group
204
CIBC Private Wealth Group
Georgia
$3.3K -$5.92K -60 -67%
FFO
205
Fortitude Family Office
Arizona
$3.3K +$2.96K +30 New
JWA
206
JFS Wealth Advisors
Pennsylvania
$3.19K +$395 +4 +16%
CFO
207
CVA Family Office
Colorado
$2.86K
PA
208
Parallel Advisors
California
$2.8K -$395 -4 -14%
TRCT
209
Tower Research Capital (TRC)
New York
$2.75K -$45.4K -460 -95%
1IA
210
1620 Investment Advisors
Massachusetts
$2.75K
RF
211
Rossby Financial
Florida
$2.64K +$2.37K +24 New
SS
212
Sunbelt Securities
Texas
$2.64K
MCM
213
MAI Capital Management
Ohio
$1.93K +$296 +3 +20%
WA
214
Whipplewood Advisors
Colorado
$1.65K -$6.22K -63 -81%
SO
215
Sierra Ocean
California
$1.43K
SC
216
SouthState Corp
Florida
$1.1K
DPW
217
DiNuzzo Private Wealth
Pennsylvania
$660
Kayne Anderson Rudnick Investment Management
218
Kayne Anderson Rudnick Investment Management
California
$660
TPCW
219
TD Private Client Wealth
New York
$660 +$592 +6 New
SIC
220
SJS Investment Consulting
Ohio
$440 -$296 -3 -43%
LCM
221
Logan Capital Management
Pennsylvania
$440
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$440
HIA
223
HFM Investment Advisors
New Jersey
$440 +$296 +3 +300%
RWM
224
Rialto Wealth Management
New York
$220 +$197 +2 New
RhumbLine Advisers
225
RhumbLine Advisers
Massachusetts
$219 -$2.76K -28 -93%

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.