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Capital One
COF

Overview Fund Activity

1,213 hedge funds and large institutions have $51.5B invested in Capital One in 2024 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 457 increasing their positions, 416 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,213
Holders Change
+27
Holders Change %
+2.28%
% of All Funds
17.54%
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
457
Reduced
416
Closed
88
Calls
$750M
Puts
$889M
Net Calls
-$139M
Net Calls Change
+$191M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$240M
2
Capital International Investors
Capital International Investors
California
+$209M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$175M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$132M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$106M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$404M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$360M
3
Dodge & Cox
Dodge & Cox
California
-$191M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$174M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTC
626
Bank & Trust Company
Illinois
$783K – – –
PWS
627
Peloton Wealth Strategists
Indiana
$778K +$778K +5,195 New
QCG
628
Quadrant Capital Group
Ohio
$778K -$6.44K -43 -0.8%
FFM
629
Forum Financial Management
Illinois
$777K -$299 -2 -0%
BO
630
Bank OZK
Arkansas
$771K -$3K -20 -0.4%
SW
631
SteelPeak Wealth
California
$769K -$8.54K -57 -1%
CLA
632
Carnegie Lake Advisors
New Jersey
$764K +$764K +5,100 New
GT
633
Glenview Trust
Kentucky
$762K -$138K -921 -15%
IIC
634
Integrated Investment Consultants
Michigan
$759K +$250K +1,669 +49%
WANY
635
Wealthspire Advisors (New York)
New York
$758K -$12K -80 -2%
PFS
636
Prospera Financial Services
Texas
$749K +$66K +440 +10%
SACTSONJ
637
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$749K – – –
MCC
638
Malaga Cove Capital
California
$740K -$7.04K -47 -0.9%
CHC
639
City Holding Co
West Virginia
$740K +$22.5K +150 +3%
UCI
640
Uncommon Cents Investing
Wisconsin
$739K +$45.7K +305 +7%
SWM
641
Spire Wealth Management
Virginia
$732K +$53.2K +355 +8%
KeyBank National Association
642
KeyBank National Association
Ohio
$716K +$81.8K +546 +13%
CA
643
Continuum Advisory
Idaho
$715K +$58.4K +319 +9%
SHA
644
Seneca House Advisors
Virginia
$711K +$2.7K +18 +0.4%
CIS
645
Capital International Sarl
California
$706K +$302K +2,015 +75%
QWP
646
Quotient Wealth Partners
Texas
$705K -$10.3K -69 -1%
PCIA
647
Prime Capital Investment Advisors
Kansas
$705K -$296K -1,980 -30%
FTWA
648
Fifth Third Wealth Advisors
Ohio
$705K +$83.5K +558 +13%
SAM
649
Smartleaf Asset Management
Massachusetts
$703K +$157K +1,050 +29%
NRS
650
Neville Rodie & Shaw
New York
$684K – – –
24 25
26
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