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1,075 hedge funds and large institutions have $24.7B invested in Copart in 2026 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 405 increasing their positions, 418 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more call options, than puts

Call options by funds: $86.9M | Put options by funds: $76.1M

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

3% less repeat investments, than reductions

Existing positions increased: 405 | Existing positions reduced: 418

3.89% less ownership

Funds ownership: 81.24%77.36% (-3.9%)

6% less funds holding

Funds holding: 1,1401,075 (-65)

20% less capital invested

Capital invested by funds: $30.8B → $24.7B (-$6.06B)

24% less first-time investments, than exits

New positions opened: 121 | Existing positions closed: 159

Holders
1,075
Holders Change
-65
Holders Change %
-5.7%
% of All Funds
13.24%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
121
Increased
405
Reduced
418
Closed
159
Calls
$86.9M
Puts
$76.1M
Net Calls
+$10.8M
Net Calls Change
-$18.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
1001
Cassaday & Co Wealth Management
Virginia
$4.52K +$5.11K +136 New
NFSG
1002
Newbridge Financial Services Group
Florida
$4.51K
TM
1003
Torren Management
California
$4.38K -$86.8K -2,310 -95%
KG
1004
Kilter Group
New York
$4.18K -$488 -13 -9%
FFA
1005
Frazier Financial Advisors
Ohio
$4.18K
SWM
1006
SHP Wealth Management
Massachusetts
$4.18K +$3.04K +81 +180%
KFI
1007
Key Financial Inc
Pennsylvania
$4.12K
EWP
1008
Elevation Wealth Partners
California
$4.12K +$4.66K +124 New
AFC
1009
Ares Financial Consulting
California
$3.9K -$3.19K -85 -42%
AWM
1010
Abound Wealth Management
Tennessee
$3.83K -$150 -4 -3%
GWS
1011
Greykasell Wealth Strategies
California
$3.65K +$4.13K +110 New
CA
1012
CoreCap Advisors
Michigan
$3.52K -$939 -25 -19%
USB
1013
Union Savings Bank
Connecticut
$3.45K
FUBT
1014
First United Bank & Trust
Maryland
$3.42K
NL
1015
NVWM LLC
Pennsylvania
$3.42K +$113 +3 +3%
AWM
1016
Activest Wealth Management
Florida
$3.39K -$9.24K -246 -71%
AFG
1017
Albion Financial Group
Utah
$3.25K
RTL
1018
Red Tortoise LLC
Georgia
$3.05K
RWM
1019
RMG Wealth Management
Wisconsin
$2.89K +$3.27K +87 New
CJ
1020
Caitlin John
Michigan
$2.66K
SPF
1021
South Plains Financial
Texas
$2.66K
SIM
1022
Synergy Investment Management
Florida
$2.66K +$3.01K +80 New
VWA
1023
Valued Wealth Advisors
Utah
$2.52K
SN
1024
Sittner & Nelson
Oregon
$2.46K
MEG
1025
Millstone Evans Group
Colorado
$2.39K