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Capital One
COF

Overview Fund Activity

1,384 hedge funds and large institutions have $65.1B invested in Capital One in 2025 Q1 according to their latest regulatory filings, with 177 funds opening new positions, 507 increasing their positions, 474 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
+38
Holders Change %
+2.82%
% of All Funds
18.8%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.49%
New
177
Increased
507
Reduced
474
Closed
121
Calls
$2.06B
Puts
$1.11B
Net Calls
+$942M
Net Calls Change
+$726M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$823M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$559M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$386M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$382M
5
UBS AM
UBS AM
Illinois
+$261M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$929M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$446M
3
Harris Associates
Harris Associates
Illinois
-$360M
4
First Trust Advisors
First Trust Advisors
Illinois
-$269M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$235M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPWM
801
Western Pacific Wealth Management
Illinois
$541K -$72.6K -405 -12%
HFM
802
Hartford Financial Management
Connecticut
$538K – – –
CSI
803
Cross Staff Investments
New York
$538K – – –
GFP
804
Gryphon Financial Partners
Ohio
$538K +$8.25K +46 +2%
EWA
805
EP Wealth Advisors
California
$536K -$87.7K -489 -14%
OHWP
806
Oak Harbor Wealth Partners
North Carolina
$536K +$536K +2,987 New
SAM
807
Silvercrest Asset Management
New York
$530K +$72.8K +406 +16%
S
808
SimplyRich
California
$526K – – –
JCM
809
Jacobi Capital Management
Pennsylvania
$526K +$896 +5 +0.2%
LS
810
Livforsakringsbolaget Skandia
Sweden
$525K – – –
Bank Julius Baer & Co
811
Bank Julius Baer & Co
Switzerland
$524K +$373K +1,839 +246%
AL
812
Aspiriant LLC
California
$522K +$12K +67 +2%
AUB
813
Atlantic Union Bankshares
Virginia
$521K – – –
FB
814
Fulton Bank
Pennsylvania
$519K -$23.3K -130 -4%
WWM
815
Waterway Wealth Management
Texas
$516K -$34.1K -190 -6%
FSA
816
Financial Security Advisor
Virginia
$515K -$7.17K -40 -1%
BOH
817
Bank of Hawaii
Hawaii
$512K +$512K +2,855 New
PA
818
Prossimo Advisors
California
$507K +$3.77K +21 +0.7%
WA
819
Waverly Advisors
Alabama
$504K +$155K +867 +45%
FPB
820
First PREMIER Bank
South Dakota
$502K -$35.9K -200 -7%
QI
821
Qtron Investments
Massachusetts
$501K -$78.9K -440 -14%
CGPCS
822
Capital Group Private Client Services
California
$499K -$13.9M -77,379 -97%
MWM
823
Modera Wealth Management
New Jersey
$499K -$26.9K -150 -5%
PCM
824
Pointe Capital Management
Michigan
$498K – – –
CWM
825
Circle Wealth Management
New Jersey
$498K -$9.5K -53 -2%
31 32
33
34 35