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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 %
MWM
801
Modera Wealth Management
New Jersey
$368K +$6.14K +41 +2%
MAA
802
Matrix Asset Advisors
New York
$361K – – –
KIM
803
Kestra Investment Management
Texas
$361K +$361K +2,410 New
TPI
804
Trust Point Inc
Wisconsin
$361K +$2.7K +18 +0.8%
ACA
805
Atlas Capital Advisors
Wyoming
$357K +$65K +434 +22%
CF
806
Convergence Financial
Missouri
$354K -$283K -1,889 -44%
HCM
807
Howard Capital Management
Georgia
$353K +$353K +2,355 New
MW
808
Marcum Wealth
Ohio
$349K +$5.54K +37 +2%
WG
809
Welch Group
Alabama
$348K – – –
SFO
810
Stokes Family Office
Louisiana
$347K – – –
CPIG
811
Chicago Partners Investment Group
Illinois
$347K +$80.4K +521 +30%
V
812
ViaWealth
Kansas
$344K +$599 +4 +0.2%
KA
813
Kovack Advisors
Florida
$343K – – –
JWCA
814
J.W. Cole Advisors
Florida
$342K +$6.74K +45 +2%
LFG
815
Larson Financial Group
Missouri
$341K +$180K +1,202 +112%
DWT
816
Dorsey & Whitney Trust
South Dakota
$338K +$49.6K +331 +17%
BMCM
817
Bryn Mawr Capital Management
Pennsylvania
$337K -$12.6K -84 -4%
SCM
818
Shelton Capital Management
Colorado
$337K – – –
HIP
819
HUB Investment Partners
Texas
$336K +$1.5K +10 +0.4%
PCA
820
Pallas Capital Advisors
Massachusetts
$336K +$336K +2,194 New
MM
821
MQS Management
New York
$336K -$174K -1,162 -34%
PWMAG
822
Pinnacle Wealth Management Advisory Group
New Jersey
$335K -$1.2K -8 -0.4%
FT
823
Fiduciary Trust
Massachusetts
$334K +$5.24K +35 +2%
CM
824
Capula Management
Cayman Islands
$334K +$334K +2,229 New
LFA
825
Legacy Financial Advisors
Kentucky
$333K +$38.8K +259 +13%
31 32
33
34 35