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Capital One
COF

Overview Fund Activity

1,346 hedge funds and large institutions have $64B invested in Capital One in 2024 Q4 according to their latest regulatory filings, with 234 funds opening new positions, 453 increasing their positions, 461 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,346
Holders Change
+133
Holders Change %
+10.96%
% of All Funds
17.92%
Holding in Top 10
33
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+57.14%
% of All Funds
0.44%
New
234
Increased
453
Reduced
461
Closed
80
Calls
$1.16B
Puts
$947M
Net Calls
+$216M
Net Calls Change
+$356M

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
+$577M
2
Millennium Management
Millennium Management
New York
+$489M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$352M
4
BlackRock
BlackRock
New York
+$330M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$287M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.09B
2
Capital World Investors
Capital World Investors
California
-$517M
3
Harris Associates
Harris Associates
Illinois
-$462M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$320M
5
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEM
976
Strategic Equity Management
Arizona
$290K – – –
AA
977
Advisory Alpha
Michigan
$288K -$3.75K -21 -1%
RLH
978
RD Lewis Holdings
Florida
$287K +$287K +1,414 New
WA
979
Wealthstream Advisors
New York
$287K +$287K +1,610 New
WF
980
WoodTrust Financial
Wisconsin
$287K – – –
EFS
981
Essex Financial Services
Connecticut
$287K -$15.9K -89 -5%
UF
982
Univest Financial
Pennsylvania
$287K – – –
SMA
983
Seven Mile Advisory
New Jersey
$286K +$3.75K +21 +1%
RA
984
Ruggaard & Associates
Ohio
$285K – – –
BL
985
Balentine LLC
Georgia
$282K – – –
PCM
986
Pennsylvania Capital Management
Pennsylvania
$282K -$59.4K -333 -17%
EWA
987
Exencial Wealth Advisors
Oklahoma
$282K -$18.7K -105 -6%
CCG
988
Cypress Capital Group
Florida
$281K -$5.17K -29 -2%
BI
989
Beckerman Institutional
New Jersey
$280K +$6.07K +34 +2%
LTAS
990
Linden Thomas Advisory Services
North Carolina
$279K -$4.1K -23 -1%
MCC
991
Money Concepts Capital
Florida
$279K +$10.9K +61 +4%
MIF
992
Mediolanum International Funds
Ireland
$279K +$279K +1,572 New
RFA
993
Resurgent Financial Advisors
Georgia
$278K +$713 +4 +0.3%
UAS
994
United Asset Strategies
New York
$277K – – –
BIG
995
Brooklyn Investment Group
New York
$277K +$29.4K +165 +12%
SIM
996
Sentry Investment Management
Wisconsin
$277K -$45.2K -253 -14%
PAMG
997
Patton Albertson Miller Group
Tennessee
$276K +$276K +1,548 New
AAS
998
Asset Allocation Strategies
Michigan
$275K -$22.6K -115 -8%
CRIG
999
Charter Research & Investment Group
Connecticut
$274K – – –
MMHP
1000
Murphy Middleton Hinkle & Parker
Georgia
$273K – – –
38 39
40
41 42