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Capital One
COF

Overview Fund Activity

1,934 hedge funds and large institutions have $119B invested in Capital One in 2025 Q2 according to their latest regulatory filings, with 639 funds opening new positions, 996 increasing their positions, 184 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,934
Holders Change
+550
Holders Change %
+39.74%
% of All Funds
25.92%
Holding in Top 10
76
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+111.11%
% of All Funds
1.02%
New
639
Increased
996
Reduced
184
Closed
64
Calls
$1.53B
Puts
$1.24B
Net Calls
+$291M
Net Calls Change
-$651M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$5.13B
2
BlackRock
BlackRock
New York
+$4.84B
3
Capital World Investors
Capital World Investors
California
+$4.75B
4
State Street
State Street
Massachusetts
+$2.29B
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.16B

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$728M
2
Millennium Management
Millennium Management
New York
-$288M
3
ClearBridge Investments
ClearBridge Investments
New York
-$213M
4
EC
Eminence Capital
New York
-$144M
5
Fisher Asset Management
Fisher Asset Management
Washington
-$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
976
Nations Financial Group
Iowa
$936K +$936K +4,401 New
FFP
977
FourThought Financial Partners
Florida
$931K +$656K +3,083 +238%
PWP
978
Private Wealth Partners
California
$923K +$923K +4,340 New
GFP
979
Gryphon Financial Partners
Ohio
$922K +$284K +1,334 +44%
CA
980
Calton & Associates
Florida
$921K +$921K +4,330 New
4WM
981
44 Wealth Management
Oregon
$921K +$667K +3,136 +263%
RBC
982
Romano Brothers & Co
Illinois
$916K +$513K +2,409 +127%
UIM
983
Unified Investment Management
Georgia
$906K +$14.3K +67 +2%
VCA
984
Verdence Capital Advisors
Maryland
$903K +$173K +812 +24%
PP
985
PDS Planning
Ohio
$901K +$475K +2,231 +111%
MA
986
MCF Advisors
Kentucky
$897K +$624K +2,931 +228%
MMA
987
Miracle Mile Advisors
California
$897K +$897K +4,215 New
RBFC
988
Roman Butler Fullerton & Co
Missouri
$892K +$495K +2,324 +124%
MGIA
989
Moneta Group Investment Advisors
Missouri
$892K +$345K +1,620 +63%
KP
990
Keel Point
Alabama
$880K +$428K +2,013 +95%
RC
991
Rexford Capital
Texas
$877K +$877K +4,122 New
DJSG
992
D.J. St. Germain
Massachusetts
$874K +$147K +692 +20%
HCM
993
Howard Capital Management
Georgia
$871K +$413K +1,943 +90%
IAS
994
Insigneo Advisory Services
Florida
$870K +$329K +1,545 +61%
EFG
995
Everhart Financial Group
Ohio
$870K +$870K +4,087 New
SFG
996
Sather Financial Group
Texas
$867K +$867K +4,076 New
WJWM
997
Williams Jones Wealth Management
New York
$867K +$596K +2,800 +220%
PA
998
Promethium Advisors
Maryland
$864K – – –
QC
999
Quent Capital
New York
$863K +$395K +1,856 +84%
EFS
1000
Essex Financial Services
Connecticut
$862K +$509K +2,390 +144%
38 39
40
41 42