COF icon

Capital One
COF

Overview Fund Activity

1,186 hedge funds and large institutions have $47.9B invested in Capital One in 2024 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 452 increasing their positions, 415 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,186
Holders Change
+31
Holders Change %
+2.68%
% of All Funds
17.25%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
126
Increased
452
Reduced
415
Closed
75
Calls
$502M
Puts
$831M
Net Calls
-$330M
Net Calls Change
-$72.4M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$446M
2
Norges Bank
Norges Bank
Norway
+$141M
3
EC
Eminence Capital
New York
+$127M
4
UBS AM
UBS AM
Illinois
+$109M
5
PCM
Palestra Capital Management
New York
+$94.1M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$615M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$367M
3
Capital World Investors
Capital World Investors
California
-$355M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$174M
5
Harris Associates
Harris Associates
Illinois
-$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMLI
851
Fukoku Mutual Life Insurance
Japan
$284K – – –
CFG
852
Carr Financial Group
Massachusetts
$284K +$1.25K +9 +0.4%
SYBT
853
Stock Yards Bank & Trust
Kentucky
$283K – – –
GA
854
Greenspring Advisors
Maryland
$279K – – –
UAS
855
United Asset Strategies
New York
$277K – – –
1W
856
1776 Wealth
Georgia
$277K – – –
ERWM
857
Elk River Wealth Management
Colorado
$277K – – –
LCWP
858
Legacy Capital Wealth Partners
Arkansas
$277K +$277K +1,997 New
FH
859
FWG Holdings
Florida
$276K – – –
MWM
860
Marion Wealth Management
Pennsylvania
$276K – – –
CWM
861
Chemistry Wealth Management
New York
$276K +$276K +1,990 New
TA
862
TruWealth Advisors
Louisiana
$275K +$18.3K +132 +7%
SIA
863
Schechter Investment Advisors
Michigan
$275K +$80.2K +579 +41%
CIA
864
Capital Investment Advisors
Georgia
$275K +$3.74K +27 +1%
PWPS
865
Pinnacle Wealth Planning Services
Ohio
$274K -$415 -3 -0.2%
LFA
866
Legacy Financial Advisors
Kentucky
$272K -$4.02K -29 -1%
OAM
867
Ostrum Asset Management
France
$272K -$21.2K -153 -7%
PCMC
868
Paragon Capital Management (Colorado)
Colorado
$271K +$20.2K +146 +8%
CIM
869
CIM Investment Management
Pennsylvania
$271K -$1.8K -13 -0.7%
ACA
870
Atlas Capital Advisors
Wyoming
$270K +$207K +1,494 +325%
PA
871
Probity Advisors
Texas
$270K -$16.1K -116 -6%
BAM
872
Blueshift Asset Management
New Jersey
$269K +$269K +1,945 New
DA
873
Doliver Advisors
Texas
$269K -$9.69K -70 -3%
SG
874
StoneX Group
New York
$268K +$12.6K +91 +5%
DWT
875
Dorsey & Whitney Trust
South Dakota
$267K +$2.63K +19 +1%
33 34
35
36 37