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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
SAM
801
Silvercrest Asset Management
New York
$378K -$14.2K -100 -4%
MGIA
802
Moneta Group Investment Advisors
Missouri
$377K -$16.5K -116 -4%
OFG
803
Oxford Financial Group
Indiana
$375K -$17.4K -122 -5%
PCM
804
Parsons Capital Management
Rhode Island
$375K -$27.8K -195 -7%
CGL
805
Clarius Group LLC
Washington
$374K -$17.5K -123 -5%
MWM
806
Modera Wealth Management
New Jersey
$368K +$5.84K +41 +2%
MAA
807
Matrix Asset Advisors
New York
$361K
KIM
808
Kestra Investment Management
Texas
$361K +$343K +2,410 New
TPI
809
Trust Point Inc
Wisconsin
$361K +$2.56K +18 +0.8%
ACA
810
Atlas Capital Advisors
Wyoming
$357K +$61.8K +434 +22%
CF
811
Convergence Financial
Missouri
$354K -$269K -1,889 -44%
HCM
812
Howard Capital Management
Georgia
$353K +$335K +2,355 New
MW
813
Marcum Wealth
Ohio
$349K +$5.27K +37 +2%
WG
814
Welch Group
Alabama
$348K
SFO
815
Stokes Family Office
Louisiana
$347K
CPIG
816
Chicago Partners Investment Group
Illinois
$347K +$74.2K +521 +30%
V
817
ViaWealth
Kansas
$344K +$570 +4 +0.2%
KA
818
Kovack Advisors
Florida
$343K
JWCA
819
J.W. Cole Advisors
Florida
$342K +$6.41K +45 +2%
LFG
820
Larson Financial Group
Missouri
$341K +$171K +1,202 +112%
DWT
821
Dorsey & Whitney Trust
South Dakota
$338K +$47.1K +331 +17%
BMCM
822
Bryn Mawr Capital Management
Pennsylvania
$337K -$12K -84 -4%
SCM
823
Shelton Capital Management
Colorado
$337K
HIP
824
HUB Investment Partners
Texas
$336K +$1.42K +10 +0.4%
PCA
825
Pallas Capital Advisors
Massachusetts
$336K +$312K +2,194 New

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.