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Capital One

1,224 hedge funds and large institutions have $52.1B invested in Capital One in 2024 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 458 increasing their positions, 425 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 88

24% more funds holding in top 10

Funds holding in top 10: 1721 (+4)

9% more capital invested

Capital invested by funds: $47.9B → $52.1B (+$4.14B)

2% more funds holding

Funds holding: 1,1961,224 (+28)

8% more repeat investments, than reductions

Existing positions increased: 458 | Existing positions reduced: 425

0.07% more ownership

Funds ownership: 90.9%90.97% (+0.07%)

16% less call options, than puts

Call options by funds: $750M | Put options by funds: $889M

Holders
1,224
Holders Change
+28
Holders Change %
+2.34%
% of All Funds
17.57%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.3%
New
131
Increased
458
Reduced
425
Closed
88
Calls
$750M
Puts
$889M
Net Calls
-$139M
Net Calls Change
+$191M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
601
Jeppson Wealth Management
California
$877K -$6.41K -45 -0.8%
EWM
602
EPG Wealth Management
Georgia
$873K +$830K +5,832 New
AFG
603
Atomi Financial Group
New York
$864K -$2.83M -19,907 -78%
ET
604
Equitable Trust
Tennessee
$864K +$137K +961 +20%
GL
605
Graypoint LLC
New York
$852K +$30K +211 +4%
CPBTD
606
Central Pacific Bank - Trust Division
Hawaii
$846K
CFG
607
Cooper Financial Group
California
$841K +$456K +3,199 +132%
WBWA
608
William B. Walkup & Associates
South Carolina
$838K -$1.28K -9 -0.2%
CHAM
609
Clear Harbor Asset Management
Connecticut
$835K +$268K +1,885 +51%
SCM
610
Sebold Capital Management
Illinois
$832K -$89.3K -627 -10%
AAM
611
Advisors Asset Management
Colorado
$832K +$79.3K +557 +11%
ATPW
612
Ashton Thomas Private Wealth
Arizona
$828K -$10.7K -75 -1%
WPC
613
Wedmont Private Capital
Pennsylvania
$828K +$11.7K +82 +2%
PIM
614
Plato Investment Management
Australia
$826K
HAI
615
Hennessy Advisors Inc
California
$824K -$71.2K -500 -8%
RA
616
RFG Advisory
Alabama
$821K +$19.7K +138 +3%
NRD
617
Nebula Research & Development
New York
$819K +$779K +5,472 New
MFP
618
Meridian Financial Partners
Virginia
$817K -$3.56K -25 -0.5%
ACA
619
Aptus Capital Advisors
Alabama
$812K +$93.7K +658 +14%
MLA
620
My Legacy Advisors
Oregon
$807K +$15.7K +110 +2%
NFA
621
Northern Financial Advisors
Michigan
$804K -$997 -7 -0.1%
CPWA
622
Cerro Pacific Wealth Advisors
California
$803K
AWM
623
Axxcess Wealth Management
California
$802K +$44.1K +310 +6%
LBC
624
Lowe Brockenbrough & Co
Virginia
$799K -$208K -1,459 -21%
MCM
625
MAI Capital Management
Ohio
$797K -$873K -6,134 -54%

COF Hedge Fund Activity: Q3 2024 in Review

1,224 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Capital One (COF) for Q3 2024, worth a combined $52.1B — up 8.6% from $47.9B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new COF positions and 88 closed out — a net gain of 43 holders — while 458 added to existing stakes and 425 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $228M. The largest seller was Capital World Investors, cutting an estimated $385M.

  • 1,224 institutional investors held Capital One (COF) as of Q3 2024, up from 1,196 in Q2 2024.
  • Funds reported $52.1B of Capital One stock for Q3 2024, up 8.6% quarter-over-quarter.
  • 131 funds opened new Capital One positions in Q3 2024 and 88 closed out, a net change of +43 holders.
  • The largest Capital One buyer in Q3 2024 was Citadel Advisors, an estimated $228M added.
  • The largest Capital One seller in Q3 2024 was Capital World Investors, an estimated $385M sold.

Based on aggregated 13F filings for Q3 2024.