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Capital One

1,018 hedge funds and large institutions have $31.4B invested in Capital One in 2022 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 335 increasing their positions, 390 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,018
Holders Change
+28
Holders Change %
+2.83%
% of All Funds
16.42%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
126
Increased
335
Reduced
390
Closed
79
Calls
$511M
Puts
$609M
Net Calls
-$98.1M
Net Calls Change
+$283M
Name Holding Trade Value Shares
Change
Shares
Change %
HT
726
HighTower Trust
Texas
$273K -$628 -7 -0.2%
S
727
SimplyRich
California
$273K
IIC
728
Integrated Investment Consultants
Michigan
$272K +$272K +2,924 New
GA
729
Greenspring Advisors
Maryland
$271K +$30.4K +327 +13%
CW
730
CreativeOne Wealth
Kansas
$268K -$1.02K -11 -0.4%
LNC
731
Lincoln National Corp
Pennsylvania
$268K +$36.3K +390 +16%
BJL
732
Brighton Jones LLC
Washington
$265K -$8.55K -92 -3%
VCA
733
Verdence Capital Advisors
Maryland
$265K -$31.9K -343 -11%
EH
734
Equitable Holdings
New York
$264K +$44.2K +475 +20%
CPWA
735
Cerro Pacific Wealth Advisors
California
$262K +$10.5K +113 +4%
SB
736
Sunflower Bank
Texas
$262K -$141K -1,518 -35%
CA
737
Clearstead Advisors
Ohio
$262K +$62.3K +670 +31%
GIA
738
Gladstone Institutional Advisory
Florida
$261K -$15.5K -167 -6%
M
739
Mirova
France
$259K +$259K +2,790 New
PAM
740
Premier Asset Management
Illinois
$259K -$67.5K -726 -21%
Jones Financial Companies
741
Jones Financial Companies
Missouri
$258K -$163K -1,750 -39%
RTC
742
Riverview Trust Company
Washington
$254K +$745 +8 +0.3%
CII
743
Capital International Inc
California
$254K +$254K +2,728 New
CPO
744
Cerity Partners OCIO
New York
$253K +$253K +2,720 New
SVWAG
745
Sound View Wealth Advisors Group
Georgia
$253K -$75.1K -573 -23%
AL
746
Aspiriant LLC
California
$251K +$20.2K +217 +9%
CCA
747
Checchi Capital Advisers
California
$249K -$80.8K -869 -24%
SS
748
Simplicity Solutions
Minnesota
$248K -$13.5K -145 -5%
WP
749
WealthSource Partners
California
$248K +$93 +1 +0%
CPSAC
750
Chas P. Smith & Associates (CPS)
Florida
$247K