Among active 13F managers last quarter, 2 opened and 13 added, while 5 reduced; the largest holder to move was Harraden Circle Investments, LLC (+19%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
79 tracked 13F filers disclose a position in CEPF as of the latest SEC 13F filings, a combined $377.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Harraden Circle Investments, LLC | 3.7M | $38.8M | ▲+19% Added · +600K sh | Q2 2026 | |
| 2 | Alyeska Investment Group, L.P. | 2.1M | $21.5M | —Held | Q2 2026 | |
| 3 | D. E. Shaw & Co., Inc. | 1.8M | $18.7M | —Held | Q1 2026 | |
| 4 | Two Sigma Investments, LP | 1.4M | $14.4M | —Held | Q1 2026 | |
| 5 | Adage Capital Partners GP, L.L.C. | 1.3M | $12.7M | —Held | Q1 2026 | |
| 6 | HighTower Advisors, LLC | 1.2M | $12.1M | ▼−12% Reduced · −157K sh | Q1 2026 | |
| 7 | LMR Partners LLP | 1.0M | $10.4M | —Held | Q2 2026 | |
| 8 | Polar Asset Management Partners Inc. | 1.0M | $10.4M | —Held | Q2 2026 | |
| 9 | First Trust Capital Management L.P. | 1.0M | $10.4M | —Held | Q2 2026 | |
| 10 | Healthcare Of Ontario Pension Plan Trust Fund | 1.0M | $10.2M | —Held | Q1 2026 | |
| 11 | Linden Advisors LP | 1.0M | $10.2M | —Held | Q1 2026 | |
| 12 | Tenor Capital Management Co., L.P. | 950K | $9.9M | —Held | Q2 2026 | |
| 13 | Meteora Capital, LLC | 898K | $9.3M | ▼−22% Reduced · −259K sh | Q2 2026 | |
| 14 | Governors Lane LP | 878K | $9.1M | —Held | Q2 2026 | |
| 15 | J. Goldman & Co LP | 795K | $8.3M | ▲+57% Added · +288K sh | Q2 2026 | |
| 16 | Millennium Management LLC | 756K | $7.7M | ▲+5.3% Added · +38K sh | Q1 2026 | |
| 17 | Alberta Investment Management Corp | 750K | $7.8M | —Held | Q2 2026 | |
| 18 | Magnetar Financial LLC | 750K | $7.8M | —Held | Q2 2026 | |
| 19 | Davidson Kempner Capital Management LP | 750K | $7.8M | —Held | Q2 2026 | |
| 20 | AQR Arbitrage LLC | 737K | $7.7M | ▲+0.8% Added · +6K sh | Q2 2026 | |
| 21 | Radcliffe Capital Management, L.P. | 603K | $6.3M | ▲+0.4% Added · +3K sh | Q2 2026 | |
| 22 | Aristeia Capital, L.L.C. | 600K | $6.2M | ▲+20% Added · +100K sh | Q2 2026 | |
| 23 | Toronto Dominion Bank | 600K | $6.1M | ▼−14% Reduced · −101K sh | Q1 2026 | |
| 24 | Verition Fund Management LLC | 550K | $5.7M | —Held | Q2 2026 | |
| 25 | HGC Investment Management Inc. | 550K | $5.7M | —Held | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in CEPF and 13 added to an existing one, while 5 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Cantor Equity Partners-CL ACEPV | 55 funds | $179.7M |
| Cantor Equity Partners VI -ACEPS | 43 funds | $69.9M |
| Futurecrest Acquisition-CL AFCRS | 42 funds | $139.9M |
| Warner Bros Discovery IncWBD | 41 funds | $6.2B |
| M3-Brigade Acquisition-CL AMBVI | 41 funds | $212.3M |
| Trailblazer Acquisition-CL ABLZR | 41 funds | $176.0M |
| American Exceptionalism-CL AAEXA | 40 funds | $194.5M |
| Wen Acquisition Corp-AWENN | 40 funds | $181.4M |
| Cantor Equity Partners VII-ACAES | 40 funds | $151.5M |
| Eqv Ventures Acquisition C-AEVAC | 39 funds | $279.9M |
| Mountain Lake Acquisiti-CL AMLAA | 39 funds | $243.9M |
| Drugs Made In America Acq-RTDMIIR | 39 funds | $2.2M |
Ranked by how many of CEPF's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CEPF.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Oct 6, 2025 | Lutnick Howard W | 10% Owner | Sell (S) | 900K | — |
| Oct 6, 2025 | Cantor EP Holdings I, LLC | Chairman and CEO, Director, 10% Owner | Buy (P) | 900K | — |
| Oct 6, 2025 | Lutnick Brandon | Chairman and CEO, Director, 10% Owner | Buy (P) | 900K | — |
| Aug 22, 2025 | Cantor Fitzgerald, L. P. | 10% Owner | Buy (P) | 900K | $9.0M |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 19 | 9 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for CEPF
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CEPF/capital-change-brief"
Use Arkolith's capital_change_brief for CEPF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CEPF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.