We are live on ! Find out more
COF icon

Capital One

1,358 hedge funds and large institutions have $64B invested in Capital One in 2024 Q4 according to their latest regulatory filings, with 237 funds opening new positions, 459 increasing their positions, 463 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 237 | Existing positions closed: 81

57% more funds holding in top 10

Funds holding in top 10: 2133 (+12)

23% more capital invested

Capital invested by funds: $52.1B → $64B (+$12B)

23% more call options, than puts

Call options by funds: $1.16B | Put options by funds: $947M

11% more funds holding

Funds holding: 1,2231,358 (+135)

3.37% more ownership

Funds ownership: 90.97%94.34% (+3.4%)

1% less repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 463

Holders
1,358
Holders Change
+135
Holders Change %
+11.04%
% of All Funds
17.89%
Holding in Top 10
33
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+57.14%
% of All Funds
0.43%
New
237
Increased
459
Reduced
463
Closed
81
Calls
$1.16B
Puts
$947M
Net Calls
+$216M
Net Calls Change
+$356M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
751
Kathmere Capital Management
Pennsylvania
$629K +$31.5K +182 +5%
MA
752
Montag & Associates
Georgia
$626K +$358K +2,066 +143%
CAG
753
Crestwood Advisors Group
Massachusetts
$626K +$105K +605 +21%
HVIA
754
Hudson Valley Investment Advisors
New York
$624K
CAG
755
Csenge Advisory Group
Florida
$623K +$46.7K +270 +8%
EWA
756
EP Wealth Advisors
California
$621K +$150K +869 +33%
SWP
757
Sagespring Wealth Partners
Tennessee
$617K +$599K +3,458 New
GTAM
758
Global Trust Asset Management
Florida
$613K +$59.4K +343 +11%
WPWM
759
Western Pacific Wealth Management
Illinois
$610K +$132K +765 +29%
DJSG
760
D.J. St. Germain
Massachusetts
$609K
VVP
761
Venture Visionary Partners
Ohio
$603K -$19.9K -115 -3%
AP
762
Americana Partners
Texas
$600K
MC
763
Moors & Cabot
Massachusetts
$599K -$62.8K -363 -10%
HIA
764
Harbor Investment Advisory
Maryland
$599K -$34.6K -200 -6%
EA
765
Everpar Advisors
Oklahoma
$596K +$8.83K +51 +2%
PC
766
Permanens Capital
New York
$595K
SDWIA
767
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$595K
VCA
768
Verdence Capital Advisors
Maryland
$594K -$2.25K -13 -0.4%
FNT
769
First National Trust
Pennsylvania
$592K
KA
770
Kintegral Advisory
New York
$591K -$26.7K -154 -4%
PWM
771
Perigon Wealth Management
California
$586K +$77K +445 +17%
QI
772
Qtron Investments
Massachusetts
$576K -$74.4K -430 -12%
DIS
773
Diversified Investment Strategies
Louisiana
$575K
WS
774
Wedbush Securities
California
$574K -$138K -796 -20%
BCM
775
Brookstone Capital Management
Illinois
$573K -$197K -1,140 -26%

COF Hedge Fund Activity: Q4 2024 in Review

1,358 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Capital One (COF) for Q4 2024, worth a combined $64B — up 23% from $52.1B a quarter earlier.

Buyers outnumbered sellers: 237 funds opened new COF positions and 81 closed out — a net gain of 156 holders — while 459 added to existing stakes and 463 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $560M. The largest seller was Capital Research Global Investors, cutting an estimated $1.06B.

  • 1,358 institutional investors held Capital One (COF) as of Q4 2024, up from 1,223 in Q3 2024.
  • Funds reported $64B of Capital One stock for Q4 2024, up 23% quarter-over-quarter.
  • 237 funds opened new Capital One positions in Q4 2024 and 81 closed out, a net change of +156 holders.
  • The largest Capital One buyer in Q4 2024 was Lone Pine Capital, an estimated $560M added.
  • The largest Capital One seller in Q4 2024 was Capital Research Global Investors, an estimated $1.06B sold.

Based on aggregated 13F filings for Q4 2024.