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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
Envestnet Portfolio Solutions
426
Envestnet Portfolio Solutions
Illinois
$3.32M +$170K +981 +6%
TPA
427
Trivium Point Advisory
Connecticut
$3.32M +$462K +2,666 +17%
AWM
428
AE Wealth Management
Kansas
$3.29M +$49.7K +287 +2%
TC
429
TownSquare Capital
Utah
$3.28M +$293K +1,690 +10%
NMERB
430
New Mexico Educational Retirement Board
New Mexico
$3.25M -$86.6K -500 -3%
TCOV
431
Trust Company of Vermont
Vermont
$3.24M +$14.4K +83 +0.5%
TCM
432
Tufton Capital Management
Maryland
$3.21M -$9.87K -57 -0.3%
DIA
433
Dana Investment Advisors
Wisconsin
$3.18M -$377K -2,179 -11%
NB
434
Norinchukin Bank
Japan
$3.14M +$286K +1,652 +10%
EF
435
Empowered Funds
Pennsylvania
$3.14M +$1.45M +8,392 +91%
YIH
436
Y-Intercept (HK)
Hong Kong
$3.11M +$607K +3,505 +25%
EC
437
EJF Capital
Virginia
$3.1M -$638K -3,684 -17%
DDC
438
DF Dent & Co
Maryland
$3.1M -$1.73K -10 -0.1%
CG
439
Caprock Group
Idaho
$3.09M -$108K -626 -3%
CIBC Private Wealth Group
440
CIBC Private Wealth Group
Georgia
$3.08M +$30.1K +174 +1%
IG
441
ING Group
Netherlands
$3.07M +$2.99M +17,243 New
MGP
442
Metis Global Partners
California
$3.03M +$25.6K +148 +0.9%
Parallax Volatility Advisers
443
Parallax Volatility Advisers
California
$3.03M +$513K +2,963 +21%
CFIA
444
Cantor Fitzgerald Investment Advisors
New York
$3.02M -$66.6K -385 -2%
CIA
445
Concurrent Investment Advisors
Florida
$2.97M +$2.89M +16,675 New
FNBT
446
FineMark National Bank & Trust
Florida
$2.94M
BCI
447
Brinker Capital Investments
Pennsylvania
$2.93M +$149K +858 +6%
OPS
448
Orion Portfolio Solutions
Nebraska
$2.93M +$149K +858 +6%
RWA
449
River Wealth Advisors
Pennsylvania
$2.91M -$86.6K -500 -3%
UOTTAIMCU
450
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2.9M -$3.8M -21,954 -57%

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.