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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
GCAC
976
Guardian Capital Advisors (Canada)
Ontario, Canada
$217K -$7.12K -50 -3%
MA
977
Montag & Associates
Georgia
$216K -$2.99M -21,006 -94%
CT
978
Caldwell Trust
Florida
$215K -$7.97K -56 -4%
MCM
979
Marathon Capital Management
Maryland
$215K +$204K +1,434 New
ECG
980
Edge Capital Group
Georgia
$215K +$204K +1,433 New
EFG
981
Ethos Financial Group
Pennsylvania
$214K +$203K +1,428 New
TA
982
TFB Advisors
Kansas
$214K +$203K +1,429 New
DBRC
983
D.B. Root & Company
Pennsylvania
$214K -$11.4K -80 -5%
IFG
984
Independent Financial Group
California
$214K -$53.5K -376 -21%
AAS
985
Ameritas Advisory Services
Nebraska
$213K -$141K -987 -41%
PI
986
PFG Investments
New York
$212K -$11.2K -79 -5%
4WM
987
44 Wealth Management
Oregon
$212K +$195K +1,372 New
ASG
988
Ariston Services Group
California
$211K +$201K +1,412 New
RW
989
RVW Wealth
California
$210K +$200K +1,404 New
SPA
990
Sherbrooke Park Advisers
New York
$210K -$356K -2,500 -64%
TPWA
991
Twin Peaks Wealth Advisors
California
$210K -$12.4K -87 -6%
HWA
992
Heartwood Wealth Advisors
Virginia
$209K -$43.4K -305 -18%
BIG
993
Brooklyn Investment Group
New York
$208K +$198K +1,390 New
TW
994
Traveka Wealth
California
$208K +$198K +1,389 New
SMA
995
Sage Mountain Advisors
Georgia
$208K -$37.9K -266 -16%
HI
996
Human Investing
Oregon
$206K +$196K +1,377 New
CFP
997
Catalyst Financial Partners
Massachusetts
$206K +$196K +1,374 New
TPCW
998
TD Private Client Wealth
New York
$203K -$1.85K -13 -1%
CFG
999
CKW Financial Group
Hawaii
$202K
ST
1000
Smithfield Trust
Pennsylvania
$200K

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.