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Capital One
COF

Overview Fund Activity

1,213 hedge funds and large institutions have $51.5B invested in Capital One in 2024 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 457 increasing their positions, 416 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,213
Holders Change
+27
Holders Change %
+2.28%
% of All Funds
17.54%
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
457
Reduced
416
Closed
88
Calls
$750M
Puts
$889M
Net Calls
-$139M
Net Calls Change
+$191M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$240M
2
Capital International Investors
Capital International Investors
California
+$209M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$175M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$132M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$106M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$404M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$360M
3
Dodge & Cox
Dodge & Cox
California
-$191M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$174M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
FSI
851
Flow State Investments
Illinois
$305K -$916K -6,115 -75%
FIA
852
Foundations Investment Advisors
Arizona
$303K +$38.6K +258 +15%
GA
853
Greenspring Advisors
Maryland
$302K – – –
IBOK
854
Independence Bank of Kentucky
Kentucky
$302K +$147K +985 +96%
NCFG
855
New Century Financial Group
New Jersey
$301K +$32.8K +219 +12%
PCP
856
Proficio Capital Partners
Massachusetts
$301K -$52.1K -348 -15%
RFS
857
Richardson Financial Services
Massachusetts
$301K – – –
1W
858
1776 Wealth
Georgia
$299K – – –
ERWM
859
Elk River Wealth Management
Colorado
$299K – – –
AC
860
ASB Consultores
Florida
$299K +$31.6K +211 +12%
CWM
861
Chemistry Wealth Management
New York
$298K +$449 +3 +0.2%
MWM
862
Marion Wealth Management
Pennsylvania
$298K – – –
OAM
863
Ostrum Asset Management
France
$298K +$3.74K +25 +1%
CIA
864
Capital Investment Advisors
Georgia
$297K -$150 -1 -0.1%
PWPS
865
Pinnacle Wealth Planning Services
Ohio
$296K – – –
PT
866
Plimoth Trust
Massachusetts
$295K -$40.6K -271 -12%
PCMC
867
Paragon Capital Management (Colorado)
Colorado
$295K +$1.35K +9 +0.5%
OWA
868
Opal Wealth Advisors
New York
$294K +$31K +207 +12%
NG
869
Norden Group
Utah
$293K +$293K +1,959 New
WP
870
WMS Partners
Maryland
$292K -$19K -127 -6%
SG
871
StoneX Group
New York
$290K +$299 +2 +0.1%
SQA
872
Simon Quick Advisors
New Jersey
$289K +$58.1K +388 +25%
SIA
873
Schechter Investment Advisors
Michigan
$289K -$8.83K -59 -3%
SVWAG
874
Sound View Wealth Advisors Group
Georgia
$289K +$12.3K +82 +4%
BFIM
875
Beese Fulmer Investment Management
Ohio
$288K – – –
33 34
35
36 37