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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
MM
826
MQS Management
New York
$336K -$165K -1,162 -34%
PWMAG
827
Pinnacle Wealth Management Advisory Group
New Jersey
$335K -$1.14K -8 -0.4%
FT
828
Fiduciary Trust
Massachusetts
$334K +$4.98K +35 +2%
CM
829
Capula Management
Cayman Islands
$334K +$317K +2,229 New
LFA
830
Legacy Financial Advisors
Kentucky
$333K +$36.9K +259 +13%
GFS
831
GYL Financial Synergies
Connecticut
$333K +$1.71K +12 +0.5%
GIA
832
Gateway Investment Advisers
Ohio
$332K -$1.85K -13 -0.6%
JJBC
833
James J. Burns & Company
New York
$331K
HTC
834
Haverford Trust Company
Pennsylvania
$329K -$7.69K -54 -2%
PJWM
835
Philip James Wealth Mangement
Georgia
$329K +$313K +2,195 New
TWC
836
TD Waterhouse Canada
Ontario, Canada
$327K -$1.42K -10 -0.4%
SAI
837
Systematic Alpha Investments
New Jersey
$327K
BHC
838
Bowen Hanes & Co
Florida
$326K
KA
839
Kearns & Associates
California
$325K
SPC
840
Sigma Planning Corp
Michigan
$325K +$51.5K +362 +20%
GJWM
841
Gilliland Jeter Wealth Management
Arkansas
$324K +$1.28K +9 +0.4%
MPM
842
MBB Public Markets
Illinois
$323K -$3.64M -25,555 -92%
SYBT
843
Stock Yards Bank & Trust
Kentucky
$319K +$11.8K +83 +4%
LCWP
844
Legacy Capital Wealth Partners
Arkansas
$318K +$17.8K +125 +6%
BWM
845
Brophy Wealth Management
New Hampshire
$318K +$302K +2,121 New
FH
846
FWG Holdings
Florida
$314K
CW
847
CreativeOne Wealth
Kansas
$313K +$42.4K +298 +17%
AIM
848
Alhambra Investment Management
Florida
$310K -$8.26K -58 -3%
WWM
849
Waterway Wealth Management
Texas
$310K +$295K +2,070 New
SGK
850
Steigerwald Gordon & Koch
Virginia
$308K

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.