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Capital One
COF

Overview Fund Activity

1,384 hedge funds and large institutions have $65.1B invested in Capital One in 2025 Q1 according to their latest regulatory filings, with 177 funds opening new positions, 507 increasing their positions, 474 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
+38
Holders Change %
+2.82%
% of All Funds
18.8%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.49%
New
177
Increased
507
Reduced
474
Closed
121
Calls
$2.06B
Puts
$1.11B
Net Calls
+$942M
Net Calls Change
+$726M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$823M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$559M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$386M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$382M
5
UBS AM
UBS AM
Illinois
+$261M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$929M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$446M
3
Harris Associates
Harris Associates
Illinois
-$360M
4
First Trust Advisors
First Trust Advisors
Illinois
-$269M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$235M
Name Holding Trade Value Shares
Change 		Shares
Change %
KRSITF
526
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.97M -$1.69M -9,406 -46%
AWA
527
Arkadios Wealth Advisors
Georgia
$1.96M +$1.64M +9,151 +515%
IWC
528
Integrated Wealth Concepts
Massachusetts
$1.96M -$2.4M -13,374 -55%
GT
529
Greenleaf Trust
Michigan
$1.96M +$41.1K +229 +2%
RWM
530
Ritholtz Wealth Management
New York
$1.94M +$49.1K +274 +3%
IMCOOI
531
Investment Management Corp of Ontario (IMCO)
Canada
$1.93M +$17.9K +100 +0.9%
IAS
532
IMA Advisory Services
Colorado
$1.92M -$463K -2,581 -19%
ST
533
Somerset Trust
Pennsylvania
$1.91M -$35.5K -198 -2%
CIP
534
Convergence Investment Partners
Florida
$1.9M -$32.8K -183 -2%
TI
535
Tidal Investments
Wisconsin
$1.88M -$1.79M -9,963 -49%
EF
536
Empowered Funds
Pennsylvania
$1.87M -$1.28M -7,140 -41%
TW
537
Transform Wealth
Colorado
$1.87M -$76K -424 -4%
RFC
538
Regions Financial Corp
Alabama
$1.81M +$606K +3,378 +50%
HI
539
Harbour Investments
Wisconsin
$1.81M -$12.2K -68 -0.7%
DAS
540
Dynamic Advisor Solutions
Arizona
$1.8M +$538 +3 +0%
AAI
541
American Assets Inc
California
$1.79M – – –
WAOTB
542
Wealth Advisors of Tampa Bay
Florida
$1.79M -$15.2K -85 -0.8%
SAM
543
Shell Asset Management
Netherlands
$1.78M +$81K +452 +5%
PAG
544
Private Advisor Group
New Jersey
$1.78M +$235K +1,312 +15%
ECM
545
Everence Capital Management
Indiana
$1.77M – – –
SCA
546
Southern Capital Advisors
Tennessee
$1.76M +$1.76M +9,790 New
FWCM
547
Ferguson Wellman Capital Management
Oregon
$1.75M -$7.89K -44 -0.4%
IAA
548
Independent Advisor Alliance
North Carolina
$1.73M +$50.4K +281 +3%
AWM
549
Axxcess Wealth Management
California
$1.73M +$610K +3,400 +55%
MAM
550
Meeder Asset Management
Ohio
$1.72M -$530K -2,954 -24%
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