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Capital One
COF

Overview Fund Activity

1,155 hedge funds and large institutions have $52.2B invested in Capital One in 2024 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 409 increasing their positions, 409 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,155
Holders Change
+24
Holders Change %
+2.12%
% of All Funds
16.74%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.25%
New
127
Increased
409
Reduced
409
Closed
86
Calls
$667M
Puts
$924M
Net Calls
-$257M
Net Calls Change
+$599M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$1.33B
2
Franklin Resources
Franklin Resources
California
+$523M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$351M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$274M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$150M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$464M
2
Harris Associates
Harris Associates
Illinois
-$425M
3
Capital World Investors
Capital World Investors
California
-$380M
4
DSA
Davis Selected Advisers
Arizona
-$181M
5
Goldman Sachs
Goldman Sachs
New York
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
851
WNY Asset Management
New York
$284K -$70.7K -475 -20%
T
852
TOBAM
France
$280K – – –
BBW
853
Blue Barn Wealth
Utah
$277K +$5.06K +34 +2%
TA
854
TruWealth Advisors
Louisiana
$277K – – –
SVWAG
855
Sound View Wealth Advisors Group
Georgia
$275K -$12.2K -82 -4%
SG
856
StoneX Group
New York
$274K -$60.6K -407 -18%
QC
857
Quent Capital
New York
$271K +$298 +2 +0.1%
MC
858
Mathes Company
New York
$271K – – –
FH
859
FWG Holdings
Florida
$271K – – –
PCMC
860
Paragon Capital Management (Colorado)
Colorado
$270K +$1.04K +7 +0.4%
EWS
861
Evergreen Wealth Solutions
Pennsylvania
$270K -$42.1K -283 -14%
SIM
862
Stratos Investment Management
Ohio
$269K +$269K +1,806 New
NW
863
NewEdge Wealth
Pennsylvania
$268K +$268K +1,887 New
WP
864
WMS Partners
Maryland
$266K +$7.59K +51 +3%
MYLI
865
Meiji Yasuda Life Insurance
Japan
$266K +$266K +1,788 New
DWS
866
Dynamic Wealth Strategies
California
$265K -$9.23K -62 -3%
FIA
867
Foundations Investment Advisors
Arizona
$264K -$40.5K -272 -13%
RBFC
868
Roman Butler Fullerton & Co
Missouri
$263K +$10.5K +71 +4%
HTIM
869
Harbour Trust & Investment Management
Indiana
$262K -$14.9K -100 -5%
PCM
870
Penserra Capital Management
California
$262K -$247K -1,669 -49%
CFO
871
CVA Family Office
Colorado
$261K +$596 +4 +0.2%
OWMIAS
872
One Wealth Management Investment & Advisory Services
Florida
$260K +$260K +1,744 New
AWA
873
Aaron Wealth Advisors
Illinois
$258K +$258K +1,731 New
DWM
874
Drive Wealth Management
Utah
$256K +$1.04K +7 +0.4%
AA
875
Advisory Alpha
Michigan
$254K +$254K +1,707 New
33 34
35
36 37