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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 %
KCM
751
Kathmere Capital Management
Pennsylvania
$424K +$15.1K +109 +4%
FSA
752
Financial Security Advisor
Virginia
$424K -$27.1K -196 -6%
CCA
753
Checchi Capital Advisers
California
$421K +$8.31K +60 +2%
BTWM
754
Baker Tilly Wealth Management
Wisconsin
$420K -$120K -868 -22%
CWM
755
Circle Wealth Management
New Jersey
$418K -$54.4K -393 -12%
MOS
756
MGO One Seven
Ohio
$416K +$416K +3,006 New
HFM
757
Hartford Financial Management
Connecticut
$415K – – –
CSI
758
Cross Staff Investments
New York
$415K – – –
AC
759
Abbrea Capital
California
$412K -$17.3K -125 -4%
NS
760
NBC Securities
Alabama
$410K -$21.5K -155 -5%
GIA
761
Gladstone Institutional Advisory
Florida
$409K +$56.9K +411 +16%
PMG
762
ProVise Management Group
Florida
$408K – – –
JCM
763
Jacobi Capital Management
Pennsylvania
$408K +$831 +6 +0.2%
AG
764
AlTi Global
New York
$407K +$1.38K +10 +0.3%
S
765
SimplyRich
California
$406K – – –
MNBTD
766
Moody National Bank Trust Division
Texas
$406K -$378K -2,729 -48%
CIM
767
Cambria Investment Management
California
$404K -$103K -747 -20%
AL
768
Aspiriant LLC
California
$403K -$43.1K -311 -10%
GCP
769
GSA Capital Partners
United Kingdom
$398K +$398K +2,872 New
OIA
770
OneDigital Investment Advisors
Kansas
$395K +$58.8K +425 +18%
PTP
771
Platform Technology Partners
New York
$393K +$393K +2,841 New
IIM
772
Intact Investment Management
Quebec, Canada
$393K -$2.33M -16,860 -86%
AIM
773
Acropolis Investment Management
Missouri
$392K -$25.6K -185 -6%
CAG
774
Crestwood Advisors Group
Massachusetts
$390K +$4.15K +30 +1%
ZIG
775
Zullo Investment Group
Pennsylvania
$385K +$1.11K +8 +0.3%
29 30
31
32 33