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74 hedge funds and large institutions have $77.2M invested in Cosan in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 21

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.12% less ownership

Funds ownership: 2.01%1.89% (-0.12%)

3% less capital invested

Capital invested by funds: $79.7M → $77.2M (-$2.46M)

4% less funds holding

Funds holding: 7774 (-3)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

Holders
74
Holders Change
-3
Holders Change %
-3.9%
% of All Funds
0.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
25
Reduced
21
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$15.7M -$1.1M -252,313 -6%
MAM
2
Monaco Asset Management
Monaco
$13.7M +$1.44M +330,000 +11%
Marshall Wace
3
Marshall Wace
United Kingdom
$9.77M +$6.56M +1,501,883 +173%
AF
4
Aquamarine Financial
$8.64M
Morgan Stanley
5
Morgan Stanley
New York
$5.55M +$1.06M +241,848 +22%
UBS Group
6
UBS Group
Switzerland
$3.56M -$11.5M -2,629,354 -75%
Jane Street
7
Jane Street
New York
$2.46M +$731K +167,343 +39%
Two Sigma Investments
8
Two Sigma Investments
New York
$2.07M +$2.19M +502,054 New
Citadel Advisors
9
Citadel Advisors
Florida
$1.61M +$1.71M +390,158 New
MCM
10
Massar Capital Management
Connecticut
$1.24M
NC
11
Naman Capital
Brazil
$1.12M
BPAMU
12
BTG Pactual Asset Management US
New York
$1.02M +$1.08M +247,680 New
XT
13
XTX Topco
Cayman Islands
$978K -$1.54M -351,378 -60%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$892K +$946K +216,527 New
SG Americas Securities
15
SG Americas Securities
New York
$810K +$33.8K +7,739 +4%
PFGIA
16
Patriot Financial Group Insurance Agency
Massachusetts
$728K +$413K +94,605 +115%
BCM
17
Barometer Capital Management
Ontario, Canada
$707K +$711K +162,750 +1,839%
Millennium Management
18
Millennium Management
New York
$706K -$505K -115,524 -40%
LPL Financial
19
LPL Financial
California
$700K +$8.14K +1,862 +1%
M
20
MATAURO
New York
$685K +$726K +166,237 New
VCM
21
Vanguard Capital Management
Pennsylvania
$455K +$483K +110,475 New
MG
22
Marex Group
$412K -$87.4K -19,999 -17%
VF
23
Virtu Financial
New York
$326K +$97K +22,204 +39%
BlackRock
24
BlackRock
New York
$280K -$314K -71,807 -51%
PHS
25
Pekin Hardy Strauss
Illinois
$268K

CSAN Hedge Fund Activity: Q1 2026 in Review

74 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Cosan (CSAN) for Q1 2026, worth a combined $77.2M — down 3.1% from $79.7M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of CSAN and 17 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 25 added.

The largest buyer was Marshall Wace, adding an estimated $6.56M. The largest seller was UBS Group, cutting an estimated $11.5M.

  • 74 institutional investors held Cosan (CSAN) as of Q1 2026, down from 77 in Q4 2025.
  • Funds reported $77.2M of Cosan stock for Q1 2026, down 3.1% quarter-over-quarter.
  • 17 funds opened new Cosan positions in Q1 2026 and 19 closed out, a net change of -2 holders.
  • The largest Cosan buyer in Q1 2026 was Marshall Wace, an estimated $6.56M added.
  • The largest Cosan seller in Q1 2026 was UBS Group, an estimated $11.5M sold.

Based on aggregated 13F filings for Q1 2026.