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Capital One

1,358 hedge funds and large institutions have $64B invested in Capital One in 2024 Q4 according to their latest regulatory filings, with 237 funds opening new positions, 459 increasing their positions, 463 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 237 | Existing positions closed: 81

57% more funds holding in top 10

Funds holding in top 10: 2133 (+12)

23% more capital invested

Capital invested by funds: $52.1B → $64B (+$12B)

23% more call options, than puts

Call options by funds: $1.16B | Put options by funds: $947M

11% more funds holding

Funds holding: 1,2231,358 (+135)

3.37% more ownership

Funds ownership: 90.97%94.34% (+3.4%)

1% less repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 463

Holders
1,358
Holders Change
+135
Holders Change %
+11.04%
% of All Funds
17.89%
Holding in Top 10
33
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+57.14%
% of All Funds
0.43%
New
237
Increased
459
Reduced
463
Closed
81
Calls
$1.16B
Puts
$947M
Net Calls
+$216M
Net Calls Change
+$356M
Name Holding Trade Value Shares
Change
Change in
Stake
NIG
251
NFJ Investment Group
Texas
$11.6M -$2.16M -12,469 -16%
UIM
252
USS Investment Management
United Kingdom
$11.5M -$3.19M -18,416 -22%
AssetMark Inc
253
AssetMark Inc
California
$11.4M +$3.84M +22,203 +53%
CRM
254
Cramer Rosenthal McGlynn
Connecticut
$11.3M +$10.9M +63,236 New
Mirae Asset Global ETFs Holdings
255
Mirae Asset Global ETFs Holdings
Hong Kong
$11.3M -$727K -4,202 -6%
X
256
Xponance
Pennsylvania
$11.3M +$212K +1,224 +2%
URS
257
Utah Retirement Systems
Utah
$11.2M +$17.3K +100 +0.2%
QCM
258
Quantinno Capital Management
New York
$11.1M +$3.38M +19,502 +46%
Creative Planning
259
Creative Planning
Kansas
$11M +$1.58M +9,102 +17%
US Bancorp
260
US Bancorp
Minnesota
$11M -$315K -1,821 -3%
Balyasny Asset Management
261
Balyasny Asset Management
Illinois
$10.9M +$7.59M +43,872 +254%
CWM
262
CIBC World Markets
New York
$10.7M -$3.77M -21,790 -27%
CIBC World Market
263
CIBC World Market
Ontario, Canada
$10.7M -$1.46M -8,431 -12%
AAIS
264
ABN AMRO Investment Solutions
$10.6M -$2.56M -14,814 -20%
Qube Research & Technologies (QRT)
265
Qube Research & Technologies (QRT)
United Kingdom
$10.6M +$10.3M +59,551 New
Cetera Investment Advisers
266
Cetera Investment Advisers
Illinois
$10.4M +$1.05M +6,044 +12%
CIBC Asset Management
267
CIBC Asset Management
Ontario, Canada
$10.4M +$430K +2,484 +4%
YCM
268
Yousif Capital Management
Michigan
$10.4M -$207K -1,198 -2%
FFIC
269
First Fiduciary Investment Counsel
Ohio
$10.3M +$3.25M +18,748 +48%
DADC
270
D.A. Davidson & Co
Montana
$10.2M -$68.7K -397 -0.7%
LP
271
LMR Partners
United Kingdom
$10.2M -$519 -3 -0%
NYLIM
272
New York Life Investment Management
New York
$10.1M +$19.2K +111 +0.2%
ETC
273
Exchange Traded Concepts
Oklahoma
$10.1M -$13.2M -76,105 -57%
AAS
274
Avantax Advisory Services
Texas
$10.1M +$480K +2,771 +5%
GT
275
Glenmede Trust
Pennsylvania
$10.1M +$323K +1,863 +3%

COF Hedge Fund Activity: Q4 2024 in Review

1,358 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Capital One (COF) for Q4 2024, worth a combined $64B — up 23% from $52.1B a quarter earlier.

Buyers outnumbered sellers: 237 funds opened new COF positions and 81 closed out — a net gain of 156 holders — while 459 added to existing stakes and 463 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $560M. The largest seller was Capital Research Global Investors, cutting an estimated $1.06B.

  • 1,358 institutional investors held Capital One (COF) as of Q4 2024, up from 1,223 in Q3 2024.
  • Funds reported $64B of Capital One stock for Q4 2024, up 23% quarter-over-quarter.
  • 237 funds opened new Capital One positions in Q4 2024 and 81 closed out, a net change of +156 holders.
  • The largest Capital One buyer in Q4 2024 was Lone Pine Capital, an estimated $560M added.
  • The largest Capital One seller in Q4 2024 was Capital Research Global Investors, an estimated $1.06B sold.

Based on aggregated 13F filings for Q4 2024.