COF icon

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 %
GL
651
Graypoint LLC
New York
$1.09M -$9.14K -51 -0.8%
SWP
652
Stratos Wealth Partners
Ohio
$1.08M -$272K -1,518 -20%
AI
653
Arvest Investments
Arkansas
$1.07M -$16.5K -92 -2%
EWM
654
EPG Wealth Management
Georgia
$1.07M +$33.7K +188 +3%
G
655
GenTrust
Florida
$1.07M +$5.38K +30 +0.5%
AC
656
Addison Capital
Pennsylvania
$1.07M +$7.71K +43 +0.7%
1IA
657
1834 Investment Advisors
Wisconsin
$1.06M +$3.23K +18 +0.3%
RWP
658
RWA Wealth Partners
Massachusetts
$1.05M +$155K +866 +17%
PCA
659
Pallas Capital Advisors
Massachusetts
$1.05M +$647K +3,610 +162%
KPWS
660
Kestra Private Wealth Services
Texas
$1.05M -$5.2K -29 -0.5%
CPWA
661
Cerro Pacific Wealth Advisors
California
$1.04M -$2.5K -14 -0.2%
ACA
662
Aptus Capital Advisors
Alabama
$1.04M +$22.8K +127 +2%
GI
663
GLOBALT Investments
Georgia
$1.03M -$45.4K -253 -4%
CAM
664
Cidel Asset Management
Ontario, Canada
$1.02M -$59.7K -333 -6%
CHAM
665
Clear Harbor Asset Management
Connecticut
$1.01M +$34.4K +192 +4%
FFM
666
Forum Financial Management
Illinois
$1.01M -$538 -3 -0.1%
LC
667
Lindbrook Capital
California
$1.01M +$57K +318 +6%
JWM
668
Jeppson Wealth Management
California
$1.01M -$3.59K -20 -0.4%
PWM
669
Power Wealth Management
Georgia
$1.01M -$47.2K -263 -4%
WBWA
670
William B. Walkup & Associates
South Carolina
$1M +$1.79K +10 +0.2%
RA
671
RFG Advisory
Alabama
$994K +$3.41K +19 +0.3%
CHC
672
City Holding Co
West Virginia
$994K +$95.4K +532 +11%
SC
673
SummitTX Capital
Texas
$991K +$991K +5,525 New
ET
674
Equitable Trust
Tennessee
$984K -$20.3K -113 -2%
PCG
675
Prosperity Consulting Group
Maryland
$982K -$27.3K -152 -3%
25 26
27
28 29