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Capital One

1,018 hedge funds and large institutions have $31.4B invested in Capital One in 2022 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 335 increasing their positions, 390 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,018
Holders Change
+28
Holders Change %
+2.83%
% of All Funds
16.42%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
126
Increased
335
Reduced
390
Closed
79
Calls
$511M
Puts
$609M
Net Calls
-$98.1M
Net Calls Change
+$283M
Name Holding Trade Value Shares
Change
Shares
Change %
FTDI
501
First Trust Direct Indexing
Massachusetts
$882K -$57.9K -623 -6%
SWP
502
Stratos Wealth Partners
Ohio
$878K -$10.4K -112 -1%
AWS
503
Atria Wealth Solutions
New York
$876K -$111K -1,198 -11%
FLI
504
Family Legacy Inc
South Carolina
$858K +$6.73K +58 +0.8%
WWM
505
Western Wealth Management
Colorado
$857K +$169K +1,823 +25%
RIA
506
Realta Investment Advisors
Delaware
$857K +$31.6K +340 +4%
NSEDCP
507
NJ State Employees Deferred Compensation Plan
New Jersey
$812K
SG
508
Stonnington Group
California
$808K +$424K +4,300 +110%
TRCT
509
Tower Research Capital (TRC)
New York
$806K -$2.22M -23,806 -73%
S
510
SignatureFD
Georgia
$784K -$157K -1,694 -17%
ATC
511
Argent Trust Co
Tennessee
$783K -$42.3K -455 -5%
JSC
512
Jackson Square Capital
California
$778K +$778K +8,370 New
GLR
513
Great Lakes Retirement
Ohio
$774K +$774K +8,330 New
CMANY
514
Capital Management Associates (New York)
New York
$766K -$47K -506 -6%
BFM
515
Boothbay Fund Management
New York
$752K +$752K +8,089 New
HPC
516
HM Payson & Co
Maine
$747K
LCM
517
Leisure Capital Management
California
$743K -$71.5K -769 -9%
CCWM
518
Cassaday & Co Wealth Management
Virginia
$727K +$727K +7,822 New
NICM
519
Neo Ivy Capital Management
New York
$723K +$723K +7,782 New
HI
520
Horizon Investments
North Carolina
$722K +$722K +7,806 New
PFS
521
Prospera Financial Services
Texas
$721K +$234K +2,522 +48%
QIM
522
Quantitative Investment Management
Virginia
$720K -$1.34M -14,428 -65%
HI
523
Harbour Investments
Wisconsin
$712K -$69K -742 -9%
SCM
524
Sebold Capital Management
Illinois
$705K +$705K +7,579 New
MAS
525
Meeder Advisory Services
Ohio
$698K +$698K +7,506 New