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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
SG
876
StoneX Group
New York
$290K +$285 +2 +0.1%
SQA
877
Simon Quick Advisors
New Jersey
$289K +$55.3K +388 +25%
SIA
878
Schechter Investment Advisors
Michigan
$289K -$8.4K -59 -3%
SVWAG
879
Sound View Wealth Advisors Group
Georgia
$289K +$11.7K +82 +4%
BFIM
880
Beese Fulmer Investment Management
Ohio
$288K
FBB
881
Fulton Breakefield Broenniman
Maryland
$287K
CIM
882
CIM Investment Management
Pennsylvania
$287K -$5.41K -38 -2%
NGA
883
Naples Global Advisors
Florida
$287K -$49.8K -350 -15%
PCM
884
Pennsylvania Capital Management
Pennsylvania
$287K +$273K +1,915 New
IWM
885
IHT Wealth Management
Illinois
$286K -$31.9K -224 -10%
PPWM
886
Paragon Private Wealth Management
Kentucky
$286K +$28.3K +199 +12%
PA
887
Probity Advisors
Texas
$284K -$7.41K -52 -3%
SIM
888
Stratos Investment Management
Ohio
$283K -$285 -2 -0.1%
RBC
889
Romano Brothers & Co
Illinois
$281K
RBFC
890
Roman Butler Fullerton & Co
Missouri
$281K +$570 +4 +0.2%
BBW
891
Blue Barn Wealth
Utah
$277K -$2.14K -15 -0.8%
PP
892
PDS Planning
Ohio
$276K +$5.27K +37 +2%
SIM
893
Studio Investment Management
Illinois
$275K +$12K +84 +5%
IA
894
IFP Advisors
Florida
$275K -$61.4K -431 -19%
HW
895
Hancock Whitney
Mississippi
$274K -$142 -1 -0.1%
QC
896
Quent Capital
New York
$273K -$4.84K -34 -2%
C
897
CEDRUS
Colorado
$272K +$14.5K +102 +6%
TTWM
898
TCV Trust & Wealth Management
Virginia
$270K +$42.7K +300 +20%
MC
899
Mathes Company
New York
$270K
SIM
900
Sentry Investment Management
Wisconsin
$270K

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.