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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 %
EWA
926
Exencial Wealth Advisors
Oklahoma
$228K +$10.4K +75 +5%
HP
927
Hilltop Partners
Indiana
$226K – – –
FCA
928
FinTrust Capital Advisors
South Carolina
$226K +$170K +1,231 +309%
EFS
929
Essex Financial Services
Connecticut
$225K +$42.5K +316 +23%
CAL
930
Capital Advisors Ltd
Ohio
$224K +$832 +6 +0.4%
WF
931
WoodTrust Financial
Wisconsin
$223K -$2.91K -21 -1%
DA
932
Denali Advisors
California
$222K -$346K -2,500 -61%
RA
933
Ruggaard & Associates
Ohio
$222K – – –
MFIM
934
Mesirow Financial Investment Management
Illinois
$221K -$554 -4 -0.2%
FFO
935
Fiduciary Family Office
Florida
$221K -$5.68K -41 -3%
WCFA
936
Walkner Condon Financial Advisors
Wisconsin
$220K -$45K -325 -17%
HI
937
Humankind Investments
New York
$220K +$220K +1,589 New
OWMIAS
938
One Wealth Management Investment & Advisory Services
Florida
$220K -$21.9K -158 -9%
MCC
939
Money Concepts Capital
Florida
$220K -$5.68K -41 -3%
GM
940
GeoWealth Management
Illinois
$219K +$52.1K +376 +31%
SMA
941
Seven Mile Advisory
New Jersey
$219K +$2.63K +19 +1%
BL
942
Balentine LLC
Georgia
$219K -$193K -1,395 -47%
CCG
943
Cypress Capital Group
Florida
$218K – – –
AFA
944
AA Financial Advisors
Ohio
$218K -$3.32K -24 -2%
MMHP
945
Murphy Middleton Hinkle & Parker
Georgia
$217K – – –
AAS
946
Asset Allocation Strategies
Michigan
$216K -$13K -94 -6%
SQA
947
Simon Quick Advisors
New Jersey
$213K +$213K +1,541 New
PIA
948
Pinion Investment Advisors
Kansas
$213K +$213K +1,541 New
ICM
949
IMS Capital Management
Oregon
$213K -$3.54K -25 -2%
CRIG
950
Charter Research & Investment Group
Connecticut
$212K – – –
36 37
38
39 40