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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 %
DBRC
976
D.B. Root & Company
Pennsylvania
$214K -$12K -80 -5%
AAS
977
Ameritas Advisory Services
Nebraska
$213K -$148K -987 -41%
PI
978
PFG Investments
New York
$212K -$11.8K -79 -5%
4WM
979
44 Wealth Management
Oregon
$212K +$212K +1,372 New
ASG
980
Ariston Services Group
California
$211K +$211K +1,412 New
RW
981
RVW Wealth
California
$210K +$210K +1,404 New
SPA
982
Sherbrooke Park Advisers
New York
$210K -$374K -2,500 -64%
TPWA
983
Twin Peaks Wealth Advisors
California
$210K -$13K -87 -6%
HWA
984
Heartwood Wealth Advisors
Virginia
$209K -$45.7K -305 -18%
BIG
985
Brooklyn Investment Group
New York
$208K +$208K +1,390 New
TW
986
Traveka Wealth
California
$208K +$208K +1,389 New
SMA
987
Sage Mountain Advisors
Georgia
$208K -$39.8K -266 -16%
HI
988
Human Investing
Oregon
$206K +$206K +1,377 New
CFP
989
Catalyst Financial Partners
Massachusetts
$206K +$206K +1,374 New
TPCW
990
TD Private Client Wealth
New York
$203K -$1.95K -13 -1%
CFG
991
CKW Financial Group
Hawaii
$202K – – –
ST
992
Smithfield Trust
Pennsylvania
$200K – – –
GSEP
993
Golden State Equity Partners
California
$198K -$31K -207 -14%
CFO
994
CVA Family Office
Colorado
$197K -$69.6K -465 -26%
MA
995
MCF Advisors
Kentucky
$196K +$150 +1 +0.1%
DMBA
996
Deseret Mutual Benefit Administrators
Utah
$195K – – –
FMP
997
Financial Management Professionals
Texas
$194K +$150 +1 +0.1%
HWA
998
Heritage Wealth Advisors
Virginia
$192K – – –
M
999
MOTCO
Texas
$189K +$187K +1,252 +10,433%
CAL
1000
Capital Advisors Ltd
Ohio
$188K -$53.9K -360 -22%
38 39
40
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