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Capital One
COF

Overview Fund Activity

1,213 hedge funds and large institutions have $51.5B invested in Capital One in 2024 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 457 increasing their positions, 416 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,213
Holders Change
+27
Holders Change %
+2.28%
% of All Funds
17.54%
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
457
Reduced
416
Closed
88
Calls
$750M
Puts
$889M
Net Calls
-$139M
Net Calls Change
+$191M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$240M
2
Capital International Investors
Capital International Investors
California
+$209M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$175M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$132M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$106M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$404M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$360M
3
Dodge & Cox
Dodge & Cox
California
-$191M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$174M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
776
Diversify Advisory Services
Utah
$409K +$409K +2,624 New
VFP
777
Verus Financial Partners
Virginia
$407K +$587 +4 +0.1%
CPSAC
778
Chas P. Smith & Associates (CPS)
Florida
$405K -$8.09K -54 -2%
BCA
779
Bay Colony Advisors
Massachusetts
$400K – – –
FFA
780
Farther Finance Advisors
California
$400K +$37K +247 +10%
MCM
781
Manchester Capital Management
Vermont
$399K – – –
PWM
782
Perigon Wealth Management
California
$399K +$14.8K +99 +4%
VT
783
Vise Technologies
New York
$398K +$398K +2,658 New
SPI
784
Sutton Place Investors
New York
$398K +$3.89K +26 +1%
FWM
785
FFT Wealth Management
Pennsylvania
$398K +$3.89K +26 +1%
WPWM
786
Western Pacific Wealth Management
Illinois
$398K – – –
AL
787
Aspiriant LLC
California
$396K -$39.8K -266 -9%
EWA
788
EP Wealth Advisors
California
$391K +$391K +2,611 New
MBT
789
Montecito Bank & Trust
California
$389K -$14.4K -96 -4%
6F
790
626 Financial
Michigan
$388K – – –
STA
791
Summit Trail Advisors
New York
$388K -$77.5K -518 -17%
SB
792
Sunflower Bank
Texas
$386K -$3.74K -25 -1%
HC
793
Hara Capital
Washington
$384K -$8.98K -60 -2%
RTC
794
Riverview Trust Company
Washington
$381K +$898 +6 +0.2%
MOS
795
MGO One Seven
Ohio
$379K -$71.1K -475 -16%
SAM
796
Silvercrest Asset Management
New York
$378K -$15K -100 -4%
MGIA
797
Moneta Group Investment Advisors
Missouri
$377K -$17.4K -116 -4%
OFG
798
Oxford Financial Group
Indiana
$375K -$18.3K -122 -5%
PCM
799
Parsons Capital Management
Rhode Island
$375K -$29.2K -195 -7%
CGL
800
Clarius Group LLC
Washington
$374K -$18.3K -123 -5%
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