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Capital One
COF

Overview Fund Activity

1,346 hedge funds and large institutions have $64B invested in Capital One in 2024 Q4 according to their latest regulatory filings, with 234 funds opening new positions, 453 increasing their positions, 461 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,346
Holders Change
+133
Holders Change %
+10.96%
% of All Funds
17.92%
Holding in Top 10
33
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+57.14%
% of All Funds
0.44%
New
234
Increased
453
Reduced
461
Closed
80
Calls
$1.16B
Puts
$947M
Net Calls
+$216M
Net Calls Change
+$356M

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
+$577M
2
Millennium Management
Millennium Management
New York
+$489M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$352M
4
BlackRock
BlackRock
New York
+$330M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$287M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.09B
2
Capital World Investors
Capital World Investors
California
-$517M
3
Harris Associates
Harris Associates
Illinois
-$462M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$320M
5
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
751
Csenge Advisory Group
Florida
$623K +$48.1K +270 +8%
EWA
752
EP Wealth Advisors
California
$621K +$155K +869 +33%
SWP
753
Sagespring Wealth Partners
Tennessee
$617K +$617K +3,458 New
GTAM
754
Global Trust Asset Management
Florida
$613K +$61.2K +343 +11%
WPWM
755
Western Pacific Wealth Management
Illinois
$610K +$136K +765 +29%
DJSG
756
D.J. St. Germain
Massachusetts
$609K – – –
VVP
757
Venture Visionary Partners
Ohio
$603K -$20.5K -115 -3%
AP
758
Americana Partners
Texas
$600K – – –
MC
759
Moors & Cabot
Massachusetts
$599K -$64.7K -363 -10%
HIA
760
Harbor Investment Advisory
Maryland
$599K -$35.7K -200 -6%
EA
761
Everpar Advisors
Oklahoma
$596K +$9.09K +51 +2%
PC
762
Permanens Capital
New York
$595K – – –
SDWIA
763
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$595K – – –
VCA
764
Verdence Capital Advisors
Maryland
$594K -$2.32K -13 -0.4%
FNT
765
First National Trust
Pennsylvania
$592K – – –
KA
766
Kintegral Advisory
New York
$591K -$27.5K -154 -4%
PWM
767
Perigon Wealth Management
California
$586K +$83.9K +445 +17%
QI
768
Qtron Investments
Massachusetts
$576K -$76.7K -430 -12%
DIS
769
Diversified Investment Strategies
Louisiana
$575K – – –
WS
770
Wedbush Securities
California
$574K -$142K -796 -20%
BCM
771
Brookstone Capital Management
Illinois
$573K -$203K -1,140 -26%
BOS
772
Bank of Stockton
California
$570K -$7.31K -41 -1%
ISL
773
Ingalls & Snyder LLC
New York
$569K – – –
AWA
774
Aaron Wealth Advisors
Illinois
$567K +$53.3K +299 +10%
AG
775
AlTi Global
New York
$557K -$51.6K -289 -8%
29 30
31
32 33