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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
LPC
26
Lone Pine Capital
Connecticut
$577M +$560M +3,235,823 New
UBS AM
27
UBS AM
Illinois
$575M +$132M +765,292 +31%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$505M -$102M -591,505 -17%
Citadel Advisors
29
Citadel Advisors
Florida
$498M +$149M +860,356 +45%
Arrowstreet Capital
30
Arrowstreet Capital
Massachusetts
$484M -$311M -1,795,507 -40%
Charles Schwab
31
Charles Schwab
California
$483M +$3.32M +19,202 +0.7%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$461M +$278M +1,607,660 +165%
Newport Trust Company
33
Newport Trust Company
District of Columbia
$460M -$24.8M -143,455 -5%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$453M +$30.4M +175,765 +7%
Legal & General Group
35
Legal & General Group
United Kingdom
$435M -$28.1M -162,413 -6%
RCG
36
Ruane, Cunniff & Goldfarb
New York
$388M -$103M -594,082 -21%
Goldman Sachs
37
Goldman Sachs
New York
$383M -$47.9M -276,968 -11%
UBS Group
38
UBS Group
Switzerland
$363M +$168M +970,627 +91%
AllianceBernstein
39
AllianceBernstein
Tennessee
$335M +$24.3M +140,411 +8%
Janus Henderson Group
40
Janus Henderson Group
United Kingdom
$332M +$123M +709,970 +62%
First Trust Advisors
41
First Trust Advisors
Illinois
$296M -$26.2M -151,521 -8%
HSBC Holdings
42
HSBC Holdings
United Kingdom
$288M -$55.3M -319,479 -17%
SC
43
Samlyn Capital
New York
$283M +$155M +892,944 +129%
ECU
44
Egerton Capital (UK)
United Kingdom
$279M +$271M +1,565,495 New
Capital International Investors
45
Capital International Investors
California
$250M +$241K +1,390 +0.1%
SCA
46
Southpoint Capital Advisors
New York
$232M +$104M +600,000 +86%
MG
47
Meritage Group
California
$228M +$221M +1,276,707 New
T. Rowe Price Associates
48
T. Rowe Price Associates
Maryland
$222M +$83.1M +480,269 +63%
Marshall Wace
49
Marshall Wace
United Kingdom
$221M +$169M +978,670 +376%
Neuberger Berman Group
50
Neuberger Berman Group
New York
$198M +$93.6M +540,950 +95%

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.