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Capital One
COF

Overview Fund Activity

1,012 hedge funds and large institutions have $37.9B invested in Capital One in 2023 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 343 increasing their positions, 397 reducing their positions, and 86 closing their positions.

Holders
1,012
Holders Change
+13
Holders Change %
+1.3%
% of All Funds
15.96%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.24%
New
106
Increased
343
Reduced
397
Closed
86
Calls
$620M
Puts
$778M
Net Calls
-$158M
Net Calls Change
+$121M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$875M
2
Harris Associates
2
Harris Associates
Illinois
$2.09B
3
Berkshire Hathaway
3
Berkshire Hathaway
Nebraska
$1.36B
4
Swiss National Bank
4
Swiss National Bank
Switzerland
$151M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$149M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.26B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$382M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.34B
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$68.4M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SF
951
Safeguard Financial
Wisconsin
$9K 90 +90 New
OC
952
Oakworth Capital
Alabama
$8.75K 80 -577 -88%
IGWM
953
ICA Group Wealth Management
Colorado
$8.75K 80 – –
WWP
954
WR Wealth Planners
Missouri
$8.75K 80 +80 New
IWP
955
IAG Wealth Partners
Wisconsin
$8.2K 75 – –
BAM
956
Byrne Asset Management
New Jersey
$8K 73 – –
RFG
957
RFP Financial Group
Georgia
$7.87K 72 – –
CMP
958
Coston McIsaac & Partners
Maine
$7K 65 – –
TC
959
Tacita Capital
Ontario, Canada
$7K 65 – –
MFT
960
Moisand Fitzgerald Tamayo
Florida
$6.56K 60 – –
IPW
961
Impact Partnership Wealth
Georgia
$6.56K 60 +60 New
LSA
962
Lansing Street Advisors
Pennsylvania
$6.27K 57 – –
SIC
963
SJS Investment Consulting
Ohio
$5.91K 54 -5 -8%
BWM
964
Baystate Wealth Management
Massachusetts
$5.86K 53 -20 -27%
M
965
MOTCO
Texas
$5.8K 53 +41 +342%
CSC
966
Caldwell Sutter Capital
California
$5.69K 52 – –
PA
967
PSI Advisors
Florida
$5.47K 50 – –
CBT
968
CoreFirst Bank & Trust
Kansas
$5.47K 50 – –
MA
969
Montag & Associates
Georgia
$5.47K 50 +6 +14%
WBC
970
West Branch Capital
Massachusetts
$5.36K 49 – –
PMFA
971
Plante Moran Financial Advisors
Michigan
$5.03K 46 -21 -31%
LF
972
Lee Financial
Texas
$4.92K 45 -16 -26%
RCG
973
Rock Creek Group
District of Columbia
$4.81K 44 +44 New
TFM
974
TFC Financial Management
Massachusetts
$4.61K 42 +12 +40%
CB
975
Centennial Bank
Arkansas
$4.27K 39 – –
37 38
39
40 41