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Capital One

1,111 hedge funds and large institutions have $61.7B invested in Capital One in 2021 Q2 according to their latest regulatory filings, with 172 funds opening new positions, 376 increasing their positions, 392 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,111
Holders Change
+100
Holders Change %
+9.89%
% of All Funds
19.4%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.51%
New
172
Increased
376
Reduced
392
Closed
61
Calls
$468M
Puts
$581M
Net Calls
-$113M
Net Calls Change
-$164M
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
826
EPG Wealth Management
Georgia
$371K +$54.5K +352 +17%
BCI
827
Brinker Capital Investments
Pennsylvania
$366K +$80.3K +519 +28%
EGA
828
E&G Advisors
Texas
$363K -$299K -2,348 Closed
SIA
829
SkyView Investment Advisors
New Jersey
$362K
SIG
830
Sargent Investment Group
Maryland
$360K -$15.5K -100 -4%
SAM
831
Silvercrest Asset Management
New York
$360K +$34.5K +223 +11%
CSPIA
832
Cary Street Partners Investment Advisory
Virginia
$360K +$360K +2,325 New
TSS
833
Two Sigma Securities
New York
$359K +$54.5K +352 +18%
IC
834
Intersect Capital
California
$356K +$33.9K +219 +11%
WG
835
Welch Group
Alabama
$355K
MFW
836
Meristem Family Wealth
Minnesota
$354K -$5.11K -33 -1%
CIA
837
Capital Investment Advisors
Georgia
$352K +$352K +2,273 New
KFP
838
KB Financial Partners
New Jersey
$351K -$30.8K -199 -8%
BHBT
839
Burke & Herbert Bank & Trust
Virginia
$349K
ODCM
840
Old Dominion Capital Management
Virginia
$347K
RBFC
841
Roman Butler Fullerton & Co
Missouri
$343K +$309 +2 +0.1%
PFS
842
Prospera Financial Services
Texas
$341K +$19.5K +126 +6%
BHC
843
Bowen Hanes & Co
Florida
$336K
BP
844
Ballentine Partners
Massachusetts
$336K +$336K +2,173 New
CIM
845
CIM Investment Management
Pennsylvania
$334K -$347K -2,240 -51%
MCM
846
MAI Capital Management
Ohio
$334K -$26.5K -171 -7%
Carson Wealth (CWM LLC)
847
Carson Wealth (CWM LLC)
Nebraska
$334K
JMF
848
Johnson Midwest Financial
Iowa
$334K +$321K +2,070 +2,407%
VCG
849
Vantage Consulting Group
Virginia
$328K +$54.6K +353 +20%
GCA
850
Guardian Capital Advisors
Ontario, Canada
$327K -$23.6K -150 -7%