Capstone Investment Advisors, LLC Purchases in Q1 2025

Capstone Investment Advisors, LLC

  • $35.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PWR
Quanta Services, Inc.

Industrials
1.78K
New
$236.71 - $358.03 $422K - $638K
1.78K $452K
GS
Goldman Sachs Group Inc

Financial Services
960
+ 34.8%
$524.81 - $672.19 $504K - $645K
3.72K $2.03M
VEA
Vanguard Ftse Developed Market

ETFs
8.89K
New
$47.4 - $52.99 $421K - $471K
8.89K $451K
IRM
Iron Mountain Inc

Real Estate
5.81K
+ 213.5%
$82.79 - $111.31 $481K - $646K
8.52K $733K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
9.72K
New
$42.5 - $46.71 $413K - $454K
9.72K $439K
SNA
Snap On Inc

Industrials
1.31K
+ 169.04%
$324.09 - $358.62 $423K - $468K
2.08K $699K
EFA
Ishares Tr Msci Eafe ETF

ETFs
5.34K
+ 533900.0%
$74.85 - $84.89 $400K - $453K
5.34K $436K
BHLB
Berkshire Hills Bancorp Inc

Financial Services
16K
New
$25.75 - $30.48 $413K - $488K
16K $418K
WFC
Wells Fargo & Company

Financial Services
4.92K
+ 12.09%
$66.78 - $81.42 $328K - $400K
45.6K $3.27M
PCAR
Paccar Inc

Industrials
4.74K
+ 63.1%
$96.91 - $112.51 $459K - $533K
12.2K $1.19M
XPRO
Expro Group Holdings N.V.

Energy
48.5K
+ 159.4%
$9.94 - $14.83 $482K - $719K
78.9K $784K
KHC
Kraft Heinz CO

Consumer Defensive
14K
+ 15.8%
$28.51 - $32.22 $400K - $452K
103K $3.13M
GDV
Gabelli Dividend & Income Trust

Financial Services
16.6K
+ 6.76%
$23.47 - $25.3 $390K - $420K
262K $6.33M
IOT
Samsara Inc.

Technology
10.2K
New
$34.06 - $60.96 $349K - $624K
10.2K $392K
DMA
Destra Multi Alternative Fund

Financial Services
45.9K
New
$8.36 - $8.82 $384K - $405K
45.9K $389K
WERN
Werner Enterprises Inc

Industrials
12K
New
$29.25 - $38.23 $351K - $459K
12K $352K
NBIX
Neurocrine Biosciences Inc

Healthcare
3.15K
New
$107.22 - $153.29 $338K - $483K
3.15K $348K
EA
Electronic Arts Inc.

Communication Services
2.37K
+ 182.23%
$116.53 - $146.29 $276K - $347K
3.67K $530K
ECPG
Encore Capital Group Inc

Financial Services
9.87K
New
$32.02 - $51.25 $316K - $506K
9.87K $338K
DHR
Danaher Corp

Healthcare
3.43K
+ 23.0%
$201.62 - $250.59 $691K - $859K
18.3K $3.76M
GMAB
Genmab A/S

Healthcare
16.9K
New
$18.69 - $24.14 $316K - $408K
16.9K $330K
GLO
Clough Global Opportunities Fund

Financial Services
79.7K
+ 16.57%
$4.84 - $5.37 $386K - $428K
561K $2.74M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
1.16K
+ 22.41%
$246.3 - $299.62 $287K - $349K
6.36K $1.67M
CL
Colgate Palmolive CO

Consumer Defensive
2.65K
+ 91.28%
$85.68 - $97.5 $227K - $258K
5.55K $520K
PCK
Pimco California Municipal Income Fund Ii

Financial Services
42K
+ 59.98%
$5.54 - $5.98 $233K - $251K
112K $632K
EQT
Eqt Corp

Energy
4.34K
New
$46.16 - $54.25 $200K - $235K
4.34K $231K
UTHR
United Therapeutics Corp

Healthcare
736
New
$304.42 - $380.78 $224K - $280K
736 $226K
CVNA
Carvana Co.

Consumer Cyclical
1.07K
+ 539.39%
$166.52 - $285.33 $178K - $305K
1.27K $264K
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
38K
+ 25.38%
$5.75 - $6.1 $218K - $232K
188K $1.08M
APA
Apa Corp

Energy
12.6K
+ 45.67%
$18.54 - $25.45 $234K - $321K
40.2K $844K
NDAQ
Nasdaq, Inc.

Financial Services
2.73K
+ 138.61%
$72.17 - $83.76 $197K - $229K
4.7K $356K
EMR
Emerson Electric CO

Industrials
1.81K
+ 4031.11%
$108.64 - $131.17 $197K - $238K
1.86K $203K
VST
Vistra Corp.

Utilities
2.41K
+ 55.59%
$108.49 - $191.89 $261K - $462K
6.73K $790K
DLR
Digital Realty Trust, Inc.

Real Estate
3.02K
+ 43.13%
$142.1 - $183.56 $429K - $555K
10K $1.44M
AFRM
Affirm Holdings, Inc.

Technology
5.8K
+ 103.94%
$43.7 - $80.98 $253K - $470K
11.4K $514K
STEW
Boulder Growth & Income Fund

Financial Services
2.15K
+ 1.96%
$15.76 - $17.3 $33.9K - $37.2K
112K $1.93M
DHI
Horton D R Inc

Consumer Cyclical
2.25K
+ 24.3%
$125.29 - $147.65 $282K - $332K
11.5K $1.46M
SHOP
Shopify Inc.

Technology
1.96K
+ 70.44%
$90.59 - $129.31 $177K - $253K
4.73K $451K
CLOV
Clover Health Investments, Corp.

Healthcare
42.9K
New
$3.13 - $4.82 $134K - $207K
42.9K $154K
TER
Teradyne, Inc

Technology
3.27K
+ 111.32%
$82.6 - $140.0 $270K - $457K
6.2K $511K
GGZ
Gabelli Global Small & Mid Cap Value Trust

Financial Services
10K
+ 16.9%
$11.66 - $12.58 $117K - $126K
69.2K $829K
XLI
Industrial Sector Spdr

ETFs
1.21K
+ 2.13%
$128.78 - $141.67 $156K - $171K
57.9K $7.59M
EOD
Allspring Global Dividend Opportunity Fund

Financial Services
25K
+ 5.38%
$4.81 - $5.25 $120K - $131K
489K $2.42M
FIS
Fidelity National Information Services, Inc.

Technology
2.11K
+ 30.84%
$68.12 - $83.42 $143K - $176K
8.93K $666K
CSCO
Cisco Systems, Inc.

Technology
1.37K
+ 13.57%
$58.74 - $64.87 $80.5K - $88.9K
11.5K $707K
WOLF
Wolfspeed, Inc.

Technology
33.5K
+ 9697.1%
$2.59 - $7.48 $86.6K - $250K
33.8K $103K
IFF
International Flavors & Fragrances Inc

Basic Materials
1.95K
+ 26.04%
$76.48 - $87.72 $149K - $171K
9.46K $734K
HOUS
Anywhere Real Estate Inc.

Real Estate
28.6K
+ 39.98%
$2.78 - $3.92 $79.4K - $112K
100K $333K
GSM
Ferroglobe PLC

Basic Materials
25.3K
New
$3.29 - $4.13 $83.1K - $104K
25.3K $93K
Activity Summary
Buys All Purchases 296 New Holdings 127 Increased Positions 169 Sells All Sells 172 Reductions 172 Sold out 0 Options Calls 353 Puts 426
Track This Portfolio

Track Capstone Investment Advisors, LLC Portfolio

Follow Capstone Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capstone Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capstone Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email