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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
SMDAM
301
Sumitomo Mitsui DS Asset Management
Japan
$8.23M +$347K +2,006 +5%
AI
302
Atom Investors
Texas
$8.19M -$4.26M -24,634 -35%
MOACM
303
Mutual of America Capital Management
New York
$8.15M -$229K -1,320 -3%
CA
304
Continental Advisors
Utah
$8.08M -$1.56M -9,000 -17%
Axa
305
Axa
France
$7.9M +$6.31M +36,443 +464%
HEIP
306
Hudson Edge Investment Partners
New Jersey
$7.85M +$129K +746 +2%
BF
307
BOK Financial
Oklahoma
$7.76M -$1.24M -7,160 -14%
AI
308
Atria Investments
North Carolina
$7.75M +$418K +2,412 +6%
Pacer Advisors
309
Pacer Advisors
Pennsylvania
$7.69M +$2.52M +14,570 +51%
VPIM
310
Vanguard Personalized Indexing Management
California
$7.57M +$472K +2,728 +7%
SLAM
311
Swiss Life Asset Management
$7.56M +$4.38M +25,311 +148%
LCM
312
Lakewood Capital Management
New York
$7.49M -$10.2M -59,000 -58%
PI
313
PGGM Investments
Netherlands
$7.41M -$773K -4,467 -10%
B
314
Bailard
California
$7.31M +$128K +737 +2%
Acadian Asset Management
315
Acadian Asset Management
Massachusetts
$7.28M -$5.81M -33,565 -45%
TAF
316
Tredje AP-fonden
Sweden
$7.13M
CAPTRUST Financial Advisors
317
CAPTRUST Financial Advisors
North Carolina
$7.12M -$577K -3,332 -8%
Wealthfront Advisers
318
Wealthfront Advisers
California
$7.08M +$564K +3,258 +9%
SP
319
Stablepoint Partners
Massachusetts
$7.03M +$41.2K +238 +0.6%
JEST
320
JTC Employer Solutions Trustee
Jersey
$7M
KCM
321
Kanawha Capital Management
Virginia
$6.97M -$42.4K -245 -0.6%
FSG
322
Financial Strategies Group
Michigan
$6.91M -$897K -5,180 -12%
BMSSC
323
B. Metzler seel. Sohn & Co
Germany
$6.87M +$1.41M +8,155 +27%
CS
324
Candriam SCA
Luxembourg
$6.87M +$735K +4,248 +12%
PF
325
Phoenix Financial
Israel
$6.77M +$6.58M +37,983 New

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.