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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 %
RPC
726
Rossmore Private Capital
Connecticut
$790K +$790K +4,406 New
TAM
727
Trust Asset Management
Texas
$789K -$12.2K -68 -2%
SFI
728
Siemens Fonds Invest
Germany
$783K +$43K +240 +6%
SWP
729
Sagespring Wealth Partners
Tennessee
$783K +$162K +906 +26%
JC
730
JBF Capital
Colorado
$771K -$126K -700 -14%
PPWP
731
Premier Path Wealth Partners
New Jersey
$769K +$53.8K +300 +8%
OIA
732
OneDigital Investment Advisors
Kansas
$769K +$217K +1,213 +39%
IIC
733
Integrated Investment Consultants
Michigan
$765K -$43.6K -243 -5%
SFS
734
Sowell Financial Services
Arkansas
$761K +$761K +4,243 New
UIM
735
Unified Investment Management
Georgia
$752K -$149K -830 -17%
DWP
736
Daymark Wealth Partners
Ohio
$751K +$74.1K +413 +11%
IAN
737
Integrated Advisors Network
Texas
$749K -$4.4M -24,520 -85%
CIA
738
Capital Investment Advisors
Georgia
$748K +$418K +2,332 +127%
SLI
739
Sumitomo Life Insurance
Japan
$746K +$7.17K +40 +1%
SC
740
SouthState Corp
Florida
$746K +$16.5K +92 +2%
WWM
741
Western Wealth Management
Colorado
$744K -$18.6K -104 -2%
MOS
742
MGO One Seven
Ohio
$737K -$112K -623 -13%
PA
743
Promethium Advisors
Maryland
$728K -$24.4K -136 -3%
SF
744
Summit Financial
New Jersey
$726K -$111K -620 -13%
CAG
745
Crestwood Advisors Group
Massachusetts
$722K +$92.7K +517 +15%
RWB
746
RMR Wealth Builders
New Jersey
$718K -$1.61K -9 -0.2%
FFA
747
Farther Finance Advisors
California
$716K -$13.2K -74 -2%
AAG
748
Armstrong Advisory Group
Massachusetts
$709K – – –
FFL
749
Future Fund LLC
Illinois
$705K +$705K +3,933 New
GVAG
750
Great Valley Advisor Group
Delaware
$698K +$174K +973 +33%
28 29
30
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