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Capital One

1,224 hedge funds and large institutions have $52.1B invested in Capital One in 2024 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 458 increasing their positions, 425 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 88

24% more funds holding in top 10

Funds holding in top 10: 1721 (+4)

9% more capital invested

Capital invested by funds: $47.9B → $52.1B (+$4.14B)

2% more funds holding

Funds holding: 1,1961,224 (+28)

8% more repeat investments, than reductions

Existing positions increased: 458 | Existing positions reduced: 425

0.07% more ownership

Funds ownership: 90.9%90.97% (+0.07%)

16% less call options, than puts

Call options by funds: $750M | Put options by funds: $889M

Holders
1,224
Holders Change
+28
Holders Change %
+2.34%
% of All Funds
17.57%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.3%
New
131
Increased
458
Reduced
425
Closed
88
Calls
$750M
Puts
$889M
Net Calls
-$139M
Net Calls Change
+$191M
Name Holding Trade Value Shares
Change
Change in
Stake
IAS
776
Insigneo Advisory Services
Florida
$416K +$27.1K +190 +7%
ZIG
777
Zullo Investment Group
Pennsylvania
$413K -$3.27K -23 -0.8%
PA
778
Prossimo Advisors
California
$410K +$9.26K +65 +2%
XF
779
XML Financial
Maryland
$410K -$3.42K -24 -0.9%
PCM
780
Pointe Capital Management
Michigan
$410K
DAS
781
Diversify Advisory Services
Utah
$409K +$374K +2,624 New
VFP
782
Verus Financial Partners
Virginia
$407K +$570 +4 +0.1%
CPSAC
783
Chas P. Smith & Associates (CPS)
Florida
$405K -$7.69K -54 -2%
BCA
784
Bay Colony Advisors
Massachusetts
$400K
FFA
785
Farther Finance Advisors
California
$400K +$35.2K +247 +10%
MCM
786
Manchester Capital Management
Vermont
$399K
PWM
787
Perigon Wealth Management
California
$399K +$14.1K +99 +4%
VT
788
Vise Technologies
New York
$398K +$378K +2,658 New
SPI
789
Sutton Place Investors
New York
$398K +$3.7K +26 +1%
FWM
790
FFT Wealth Management
Pennsylvania
$398K +$3.7K +26 +1%
WPWM
791
Western Pacific Wealth Management
Illinois
$398K
AL
792
Aspiriant LLC
California
$396K -$37.9K -266 -9%
EWA
793
EP Wealth Advisors
California
$391K +$372K +2,611 New
MBT
794
Montecito Bank & Trust
California
$389K -$13.7K -96 -4%
6F
795
626 Financial
Michigan
$388K
STA
796
Summit Trail Advisors
New York
$388K -$73.8K -518 -17%
SB
797
Sunflower Bank
Texas
$386K -$3.56K -25 -1%
HC
798
Hara Capital
Washington
$384K -$8.54K -60 -2%
RTC
799
Riverview Trust Company
Washington
$381K +$854 +6 +0.2%
MOS
800
MGO One Seven
Ohio
$379K -$67.6K -475 -16%

COF Hedge Fund Activity: Q3 2024 in Review

1,224 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Capital One (COF) for Q3 2024, worth a combined $52.1B — up 8.6% from $47.9B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new COF positions and 88 closed out — a net gain of 43 holders — while 458 added to existing stakes and 425 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $228M. The largest seller was Capital World Investors, cutting an estimated $385M.

  • 1,224 institutional investors held Capital One (COF) as of Q3 2024, up from 1,196 in Q2 2024.
  • Funds reported $52.1B of Capital One stock for Q3 2024, up 8.6% quarter-over-quarter.
  • 131 funds opened new Capital One positions in Q3 2024 and 88 closed out, a net change of +43 holders.
  • The largest Capital One buyer in Q3 2024 was Citadel Advisors, an estimated $228M added.
  • The largest Capital One seller in Q3 2024 was Capital World Investors, an estimated $385M sold.

Based on aggregated 13F filings for Q3 2024.