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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 %
PTC
901
Private Trust Company
Ohio
$244K +$44K +318 +22%
SA
902
SpiderRock Advisors
Delaware
$244K -$13.3K -96 -5%
OWA
903
Opal Wealth Advisors
New York
$243K +$243K +1,757 New
SIM
904
Studio Investment Management
Illinois
$243K +$9.69K +70 +4%
CM
905
Caption Management
Oklahoma
$242K +$242K +1,750 New
DWM
906
Drive Wealth Management
Utah
$242K +$3.6K +26 +2%
LCGC
907
Legacy Capital Group California
California
$238K +$2.49K +18 +1%
C
908
CEDRUS
Colorado
$238K +$238K +1,717 New
BTI
909
Blue Trust Inc
Georgia
$237K +$71K +477 +43%
AWA
910
Arkadios Wealth Advisors
Georgia
$237K +$21.7K +157 +10%
PPWM
911
Paragon Private Wealth Management
Kentucky
$237K +$19.1K +138 +9%
HWA
912
Heartwood Wealth Advisors
Virginia
$236K – – –
KP
913
Keel Point
Alabama
$236K -$29.7K -222 -11%
SSWM
914
Strait & Sound Wealth Management
California
$235K -$49.2K -355 -17%
BEI
915
Benjamin Edwards Inc
Missouri
$234K +$14.1K +102 +6%
PIFP
916
Partners in Financial Planning
Virginia
$233K – – –
FMI
917
F/M Investments
District of Columbia
$233K +$233K +1,680 New
JSW
918
Journey Strategic Wealth
New Jersey
$232K +$232K +1,673 New
AA
919
Advisory Alpha
Michigan
$229K -$7.07K -51 -3%
SMA
920
Sage Mountain Advisors
Georgia
$229K -$2.63K -19 -1%
OWA
921
One Wealth Advisors
California
$229K +$229K +1,695 New
CLOS
922
Compagnie Lombard Odier SCmA
Switzerland
$228K – – –
QT
923
Quantbot Technologies
New York
$228K +$228K +1,650 New
SRL
924
Scientech Research LLC
New Jersey
$228K +$228K +1,649 New
SS
925
Sunbelt Securities
Texas
$228K +$91.5K +661 +67%
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37
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