Who Owns Capstone Holding Corp. (CAPS)?Hedge Fund & Institutional Holders
Institutional Holders
6
as of Q4 2025
Total Institutional Value
$100.0B
% of Float Held
—
QoQ Change in Holders
+3 / -5
Price History
CAPS — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| DRW Securities, LLC | New Position | +125K | +$0 |
| KERR FINANCIAL PLANNING Corp | New Position | +75 | +$0 |
| BANK OF AMERICA CORP /DE/ | Increased | +7 | +$0 |
| CITIGROUP INC | New Position | +1 | +$0 |
CAPS — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| World Investment Advisors | Closed Position | -29K | -$38.0M |
| CITADEL ADVISORS LLC | Closed Position | -16K | -$20.8M |
| TWO SIGMA SECURITIES, LLC | Closed Position | -12K | -$15.4M |
| TWO SIGMA INVESTMENTS, LP | Closed Position | -11K | -$13.8M |
| Tower Research Capital LLC (TRC) | Closed Position | -6K | -$7.3M |
| UBS Group AG | Decreased | -35 | -$2.3M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | UBS Group AG | 2,465 | $1.0M | 0.00% | Share |
| 2 | MORGAN STANLEY | 1 | $0 | 0.00% | Share |
| 3 | KERR FINANCIAL PLANNING Corp | 75 | $0 | 0.00% | Share |
| 4 | DRW Securities, LLC | 125,422 | $0 | 0.00% | Share |
| 5 | BANK OF AMERICA CORP /DE/ | 22 | $0 | 0.00% | Share |
| 6 | CITIGROUP INC | 1 | $0 | 0.00% | Share |
CAPS Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 6 | $1.0M | -2 |
| Q3 2025 | 8 | $98.4M | +3 |
| Q2 2025 | 5 | $23.4M | +2 |
| Q1 2025 | 3 | $28.3M | +2 |
| Q3 2020 | 1 | $27.0M | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 6 institutional investors hold CAPS (Capstone Holding Corp.). The largest holder is UBS Group AG with $1.0M in shares. This quarter, 3 institutions opened new positions and 5 closed their positions.
Frequently Asked Questions
How many hedge funds own CAPS?
As of Q4 2025, 6 institutional investors report holding CAPS (Capstone Holding Corp.) in their 13F filings.
Who is the largest institutional holder of CAPS?
The largest institutional holder of CAPS is UBS Group AG with $1.0M in shares.
Is institutional ownership of CAPS increasing or decreasing?
This quarter, 3 institutions opened new positions in CAPS and 5 closed their positions.