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Capital One

1,358 hedge funds and large institutions have $64B invested in Capital One in 2024 Q4 according to their latest regulatory filings, with 237 funds opening new positions, 459 increasing their positions, 463 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 237 | Existing positions closed: 81

57% more funds holding in top 10

Funds holding in top 10: 2133 (+12)

23% more capital invested

Capital invested by funds: $52.1B → $64B (+$12B)

23% more call options, than puts

Call options by funds: $1.16B | Put options by funds: $947M

11% more funds holding

Funds holding: 1,2231,358 (+135)

3.37% more ownership

Funds ownership: 90.97%94.34% (+3.4%)

1% less repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 463

Holders
1,358
Holders Change
+135
Holders Change %
+11.04%
% of All Funds
17.89%
Holding in Top 10
33
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+57.14%
% of All Funds
0.43%
New
237
Increased
459
Reduced
463
Closed
81
Calls
$1.16B
Puts
$947M
Net Calls
+$216M
Net Calls Change
+$356M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
801
Modera Wealth Management
New Jersey
$523K +$81.5K +471 +19%
JCM
802
Jacobi Capital Management
Pennsylvania
$522K -$5.71K -33 -1%
GVAG
803
Great Valley Advisor Group
Delaware
$521K -$33.6K -194 -6%
FSA
804
Financial Security Advisor
Virginia
$520K -$24.9K -144 -5%
WP
805
WMS Partners
Maryland
$519K +$167K +963 +49%
AUB
806
Atlantic Union Bankshares
Virginia
$518K -$44.7K -258 -8%
EGM
807
Engineers Gate Manager
New York
$516K -$5.17M -29,880 -91%
AL
808
Aspiriant LLC
California
$507K +$34.8K +201 +8%
AIM
809
Acropolis Investment Management
Missouri
$505K
CWM
810
Circle Wealth Management
New Jersey
$505K -$6.41K -37 -1%
PAM
811
Panagora Asset Management
Massachusetts
$505K -$737K -4,255 -60%
PTP
812
Platform Technology Partners
New York
$501K -$5.71K -33 -1%
PA
813
Prossimo Advisors
California
$500K +$11.9K +69 +3%
CIM
814
Cambria Investment Management
California
$496K -$20.1K -116 -4%
PCM
815
Pointe Capital Management
Michigan
$496K +$7.44K +43 +2%
GSEP
816
Golden State Equity Partners
California
$494K +$251K +1,452 +110%
RFS
817
Richardson Financial Services
Massachusetts
$492K +$102K +592 +27%
KLCM
818
KG&L Capital Management
Louisiana
$490K -$21.6K -125 -4%
XF
819
XML Financial
Maryland
$488K +$346 +2 +0.1%
TSS
820
Two Sigma Securities
New York
$488K -$1.37M -7,913 -74%
GM
821
GeoWealth Management
Illinois
$486K +$208K +1,201 +79%
PCM
822
Penserra Capital Management
California
$486K +$161K +929 +51%
FWM
823
FFT Wealth Management
Pennsylvania
$485K +$11.3K +65 +2%
SB
824
Sunflower Bank
Texas
$482K +$21.6K +125 +5%
CPSAC
825
Chas P. Smith & Associates (CPS)
Florida
$482K

COF Hedge Fund Activity: Q4 2024 in Review

1,358 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Capital One (COF) for Q4 2024, worth a combined $64B — up 23% from $52.1B a quarter earlier.

Buyers outnumbered sellers: 237 funds opened new COF positions and 81 closed out — a net gain of 156 holders — while 459 added to existing stakes and 463 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $560M. The largest seller was Capital Research Global Investors, cutting an estimated $1.06B.

  • 1,358 institutional investors held Capital One (COF) as of Q4 2024, up from 1,223 in Q3 2024.
  • Funds reported $64B of Capital One stock for Q4 2024, up 23% quarter-over-quarter.
  • 237 funds opened new Capital One positions in Q4 2024 and 81 closed out, a net change of +156 holders.
  • The largest Capital One buyer in Q4 2024 was Lone Pine Capital, an estimated $560M added.
  • The largest Capital One seller in Q4 2024 was Capital Research Global Investors, an estimated $1.06B sold.

Based on aggregated 13F filings for Q4 2024.