Cosan
CSAN
77 hedge funds and large institutions have $79.7M invested in Cosan in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 14 increasing their positions, 26 reducing their positions, and 18 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
50% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 18
13% more funds holding
Funds holding: 68 → 77 (+9)
8% more capital invested
Capital invested by funds: $73.6M → $79.7M (+$6.05M)
1.42% less ownership
Funds ownership: 3.43% → 2.01% (-1.4%)
46% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Monaco Asset Management
Monaco
|
+$9.13M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$4.29M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$3.84M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$3.47M |
| 5 |
XT
XTX Topco
George Town,
Cayman Islands
|
+$2.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IUHSA
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
-$3.03M |
| 2 |
Morgan Stanley
New York
|
-$2.72M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$2.1M |
| 4 |
KI
Kapitalo Investimentos
Sao Paulo,
Brazil
|
-$1.92M |
| 5 |
Millennium Management
New York
|
-$914K |
CSAN Hedge Fund Activity: Q4 2025 in Review
77 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Cosan (CSAN) for Q4 2025, worth a combined $79.7M — up 8.2% from $73.6M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new CSAN positions and 18 closed out — a net gain of 9 holders — while 14 added to existing stakes and 26 trimmed.
The largest buyer was Monaco Asset Management, adding an estimated $9.13M. The largest seller was Itau Unibanco Holding S.A., exiting entirely with an estimated $3.03M sold.
- 77 institutional investors held Cosan (CSAN) as of Q4 2025, up from 68 in Q3 2025.
- Funds reported $79.7M of Cosan stock for Q4 2025, up 8.2% quarter-over-quarter.
- 27 funds opened new Cosan positions in Q4 2025 and 18 closed out, a net change of +9 holders.
- The largest Cosan buyer in Q4 2025 was Monaco Asset Management, an estimated $9.13M added.
- The largest Cosan seller in Q4 2025 was Itau Unibanco Holding S.A., an estimated $3.03M sold.
Based on aggregated 13F filings for Q4 2025.