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Capital One
COF

Overview Fund Activity

1,186 hedge funds and large institutions have $47.9B invested in Capital One in 2024 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 452 increasing their positions, 415 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,186
Holders Change
+31
Holders Change %
+2.68%
% of All Funds
17.25%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
126
Increased
452
Reduced
415
Closed
75
Calls
$502M
Puts
$831M
Net Calls
-$330M
Net Calls Change
-$72.4M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$446M
2
Norges Bank
Norges Bank
Norway
+$141M
3
EC
Eminence Capital
New York
+$127M
4
UBS AM
UBS AM
Illinois
+$109M
5
PCM
Palestra Capital Management
New York
+$94.1M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$615M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$367M
3
Capital World Investors
Capital World Investors
California
-$355M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$174M
5
Harris Associates
Harris Associates
Illinois
-$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
FRA
701
Frank Rimerman Advisors
California
$523K +$520K +3,757 +16,335%
WT
702
Whittier Trust
California
$516K -$46.1K -333 -8%
MC
703
Moors & Cabot
Massachusetts
$514K +$5.26K +38 +1%
CHAM
704
Clear Harbor Asset Management
Connecticut
$511K +$511K +3,689 New
IIC
705
Integrated Investment Consultants
Michigan
$507K – – –
PPWP
706
Premier Path Wealth Partners
New Jersey
$503K +$18.8K +136 +4%
BFEC
707
Benjamin F. Edwards & Company
Missouri
$502K -$123K -891 -20%
HIA
708
Harbor Investment Advisory
Maryland
$500K -$18.3K -132 -4%
CA
709
Continuum Advisory
Idaho
$497K +$38.8K +280 +8%
Empower Advisory Group
710
Empower Advisory Group
Colorado
$496K -$31.7K -229 -6%
FB
711
Fulton Bank
Pennsylvania
$495K +$6.65K +48 +1%
SAM
712
Smartleaf Asset Management
Massachusetts
$491K +$85.3K +636 +21%
DJSG
713
D.J. St. Germain
Massachusetts
$490K – – –
SIG
714
Stonegate Investment Group
Alabama
$489K +$24K +173 +5%
VVP
715
Venture Visionary Partners
Ohio
$489K +$20.2K +146 +4%
KA
716
Kintegral Advisory
New York
$487K -$3.21M -23,218 -87%
RT
717
Rockland Trust
Massachusetts
$486K +$7.34K +53 +2%
3IP
718
3Chopt Investment Partners
Virginia
$483K +$483K +3,489 New
VCA
719
Verdence Capital Advisors
Maryland
$482K -$9K -65 -2%
PCS
720
Personal CFO Solutions
New Jersey
$477K +$26.4K +191 +6%
CWM
721
Concentric Wealth Management
California
$475K – – –
WIS
722
Wright Investors Service
Connecticut
$473K -$311K -2,243 -40%
Fidelity International
723
Fidelity International
Bermuda
$473K -$18K -130 -4%
MM
724
MQS Management
New York
$472K +$32K +231 +7%
ET
725
Entropy Technologies
New York
$467K +$467K +3,376 New
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