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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 %
WFC
901
Western Financial Corp
California
$266K -$299 -2 -0.1%
DWM
902
Drive Wealth Management
Utah
$265K +$3.74K +25 +1%
DA
903
Doliver Advisors
Texas
$265K -$26.2K -175 -9%
EFS
904
Essex Financial Services
Connecticut
$264K +$4.04K +26 +2%
JSW
905
Journey Strategic Wealth
New Jersey
$263K +$12.6K +84 +5%
GIA
906
Gladstone Institutional Advisory
Florida
$258K -$184K -1,232 -42%
HI
907
Humankind Investments
New York
$256K +$17.7K +118 +7%
HTIM
908
Harbour Trust & Investment Management
Indiana
$255K -$8.98K -60 -3%
KP
909
Keel Point
Alabama
$254K -$9.13K -61 -3%
OWA
910
One Wealth Advisors
California
$254K +$150 +1 +0.1%
EWA
911
Exencial Wealth Advisors
Oklahoma
$252K +$5.99K +40 +2%
CLOS
912
Compagnie Lombard Odier SCmA
Switzerland
$252K +$4.64K +31 +2%
FMI
913
F/M Investments
District of Columbia
$252K – – –
IIM
914
INTECH Investment Management
Florida
$248K +$248K +1,659 New
LCGC
915
Legacy Capital Group California
California
$247K -$10.3K -69 -4%
SS
916
Sunbelt Securities
Texas
$247K – – –
AA
917
Advisory Alpha
Michigan
$245K -$3K -20 -1%
HP
918
Hilltop Partners
Indiana
$245K – – –
BB
919
Berkshire Bank
Massachusetts
$245K +$245K +1,635 New
SEM
920
Strategic Equity Management
Arizona
$243K -$140K -932 -36%
PIA
921
Pinion Investment Advisors
Kansas
$243K +$12.3K +82 +5%
DWS
922
Dynamic Wealth Strategies
California
$243K -$21.8K -145 -8%
SFA
923
Spectrum Financial Alliance
Kentucky
$242K -$3.81M -25,424 -94%
NICM
924
Neo Ivy Capital Management
New York
$242K +$242K +1,612 New
WF
925
WoodTrust Financial
Wisconsin
$241K – – –
35 36
37
38 39