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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
PTC
901
Private Trust Company
Ohio
$270K +$6.12K +43 +2%
LFG
902
Lockerman Financial Group
California
$270K
PCM
903
Penserra Capital Management
California
$269K +$2.99K +21 +1%
FCA
904
FinTrust Capital Advisors
South Carolina
$267K +$21.5K +151 +9%
AWA
905
Arkadios Wealth Advisors
Georgia
$266K +$9.4K +66 +4%
WFC
906
Western Financial Corp
California
$266K -$285 -2 -0.1%
DWM
907
Drive Wealth Management
Utah
$265K +$3.56K +25 +1%
DA
908
Doliver Advisors
Texas
$265K -$24.9K -175 -9%
EFS
909
Essex Financial Services
Connecticut
$264K +$3.7K +26 +2%
JSW
910
Journey Strategic Wealth
New Jersey
$263K +$12K +84 +5%
GIA
911
Gladstone Institutional Advisory
Florida
$258K -$175K -1,232 -42%
HI
912
Humankind Investments
New York
$256K +$16.8K +118 +7%
HTIM
913
Harbour Trust & Investment Management
Indiana
$255K -$8.54K -60 -3%
KP
914
Keel Point
Alabama
$254K -$8.69K -61 -3%
OWA
915
One Wealth Advisors
California
$254K +$142 +1 +0.1%
EWA
916
Exencial Wealth Advisors
Oklahoma
$252K +$5.7K +40 +2%
CLOS
917
Compagnie Lombard Odier SCmA
Switzerland
$252K +$4.41K +31 +2%
FMI
918
F/M Investments
District of Columbia
$252K
IIM
919
INTECH Investment Management
Florida
$248K +$236K +1,659 New
LCGC
920
Legacy Capital Group California
California
$247K -$9.82K -69 -4%
SS
921
Sunbelt Securities
Texas
$247K
AA
922
Advisory Alpha
Michigan
$245K -$2.85K -20 -1%
HP
923
Hilltop Partners
Indiana
$245K
BB
924
Berkshire Bank
Massachusetts
$245K +$233K +1,635 New
SEM
925
Strategic Equity Management
Arizona
$243K -$133K -932 -36%

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.