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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 %
NW
701
NewEdge Wealth
Pennsylvania
$881K +$76K +424 +9%
BTWM
702
Baker Tilly Wealth Management
Wisconsin
$881K +$15.6K +87 +2%
CW
703
CreativeOne Wealth
Kansas
$879K +$38.9K +217 +5%
PIM
704
Plato Investment Management
Australia
$877K -$25K -138 -3%
CPBTD
705
Central Pacific Bank - Trust Division
Hawaii
$874K -$98.6K -550 -10%
CFM
706
Catalyst Funds Management
Australia
$871K +$513K +2,860 +143%
BO
707
Bank OZK
Arkansas
$868K -$49.7K -277 -5%
KeyBank National Association
708
KeyBank National Association
Ohio
$865K -$8.97K -50 -1%
SC
709
Syon Capital
California
$862K +$195K +1,088 +29%
IIM
710
Intact Investment Management
Quebec, Canada
$861K – – –
VVP
711
Venture Visionary Partners
Ohio
$857K +$251K +1,400 +41%
NP
712
NorthRock Partners
Minnesota
$851K +$153K +856 +22%
WSFS
713
Wilmington Savings Fund Society
Delaware
$841K +$78.2K +436 +10%
SHA
714
Seneca House Advisors
Virginia
$837K -$14.5K -81 -2%
PC
715
Permanens Capital
New York
$834K +$236K +1,314 +39%
EP
716
Edgestream Partners
New Jersey
$826K +$190K +1,060 +30%
SIA
717
Soltis Investment Advisors
Utah
$826K +$25.8K +144 +3%
ECM
718
Evergreen Capital Management
Washington
$815K +$25.3K +141 +3%
BHCM
719
Brevan Howard Capital Management
Jersey
$806K +$806K +4,574 New
CA
720
Continuum Advisory
Idaho
$805K +$65.1K +363 +9%
PFBT
721
Parkside Financial Bank & Trust
Missouri
$799K +$55.8K +311 +8%
SIG
722
Sky Investment Group
Connecticut
$799K – – –
MPIA
723
Mountain Pacific Investment Advisers
Idaho
$798K – – –
AWS
724
Aspen Wealth Strategies
Colorado
$795K -$21K -117 -3%
IIC
725
Ironwood Investment Counsel
Arizona
$795K -$141K -784 -15%
27 28
29
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