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Copa Holdings

253 hedge funds and large institutions have $3.21B invested in Copa Holdings in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 104 increasing their positions, 60 reducing their positions, and 23 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)

2.99% less ownership

Funds ownership: 92.45%89.46% (-3%)

60% less call options, than puts

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

Holders
253
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
FFA
201
Farther Finance Advisors
California
$30.9K
US Bancorp
202
US Bancorp
Minnesota
$30.1K
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$30K
SIC
204
SJS Investment Consulting
Ohio
$18.9K
CIAM
205
Caitong International Asset Management
Hong Kong
$18.1K
RFP
206
Root Financial Partners
California
$17.8K
AssetMark Inc
207
AssetMark Inc
California
$16.5K
PSFG
208
Park Square Financial Group
Georgia
$16.3K
Bessemer Group
209
Bessemer Group
New Jersey
$15K
VCM
210
Versant Capital Management
Arizona
$14.3K
PFBT
211
Parkside Financial Bank & Trust
Missouri
$11.9K
CAC
212
Core Alternative Capital
Georgia
$11.9K
PTC
213
Private Trust Company
Ohio
$11.5K
SWP
214
Strategic Wealth Partners
Ohio
$9.74K
CIBC Private Wealth Group
215
CIBC Private Wealth Group
Georgia
$8.55K
LFG
216
Larson Financial Group
Missouri
$7.49K
HWM
217
Hemington Wealth Management
Virginia
$7K
CPG
218
Cornerstone Planning Group
New Jersey
$6.82K
OP
219
ORG Partners
Indiana
$6.77K
S
220
SignatureFD
Georgia
$5.94K
TWD
221
True Wealth Design
Ohio
$4.04K
RF
222
Rossby Financial
Florida
$3.76K
FFO
223
Fortitude Family Office
Arizona
$3.56K
JWA
224
JFS Wealth Advisors
Pennsylvania
$3.45K
CFO
225
CVA Family Office
Colorado
$3.09K