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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 %
6F
801
626 Financial
Michigan
$359K – – –
PWM
802
Perigon Wealth Management
California
$355K +$554 +4 +0.2%
SEM
803
Strategic Equity Management
Arizona
$354K +$129K +932 +57%
CWM
804
Cornerstone Wealth Management
Missouri
$352K -$554 -4 -0.2%
RTC
805
Riverview Trust Company
Washington
$351K – – –
IAS
806
Insigneo Advisory Services
Florida
$340K +$45.6K +347 +15%
MVA
807
Mount Vernon Associates
Maryland
$339K – – –
FFA
808
Farther Finance Advisors
California
$338K +$56.4K +404 +20%
MWM
809
Modera Wealth Management
New Jersey
$335K -$3.18K -23 -0.9%
CFG
810
Cooper Financial Group
California
$335K +$335K +2,417 New
MAA
811
Matrix Asset Advisors
New York
$334K – – –
AAS
812
Ameritas Advisory Services
Nebraska
$334K – – –
TPI
813
Trust Point Inc
Wisconsin
$331K -$35.2K -254 -10%
PCP
814
Proficio Capital Partners
Massachusetts
$327K +$4.99K +36 +2%
LI
815
LRI Investments
Florida
$327K +$303K +2,192 +1,305%
BMCM
816
Bryn Mawr Capital Management
Pennsylvania
$324K -$19.4K -140 -6%
WG
817
Welch Group
Alabama
$322K – – –
SFO
818
Stokes Family Office
Louisiana
$321K +$7.06K +51 +2%
CFO
819
Callan Family Office
Pennsylvania
$320K +$320K +2,310 New
Wolverine Trading
820
Wolverine Trading
Illinois
$319K -$74.1K -535 -19%
V
821
ViaWealth
Kansas
$318K +$831 +6 +0.3%
MW
822
Marcum Wealth
Ohio
$318K +$10.9K +79 +4%
KA
823
Kovack Advisors
Florida
$317K +$969 +7 +0.3%
IA
824
IFP Advisors
Florida
$314K +$32.4K +234 +12%
NGA
825
Naples Global Advisors
Florida
$314K -$1.39K -10 -0.4%
31 32
33
34 35