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Capital One

1,358 hedge funds and large institutions have $64B invested in Capital One in 2024 Q4 according to their latest regulatory filings, with 237 funds opening new positions, 459 increasing their positions, 463 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 237 | Existing positions closed: 81

57% more funds holding in top 10

Funds holding in top 10: 2133 (+12)

23% more capital invested

Capital invested by funds: $52.1B → $64B (+$12B)

23% more call options, than puts

Call options by funds: $1.16B | Put options by funds: $947M

11% more funds holding

Funds holding: 1,2231,358 (+135)

3.37% more ownership

Funds ownership: 90.97%94.34% (+3.4%)

1% less repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 463

Holders
1,358
Holders Change
+135
Holders Change %
+11.04%
% of All Funds
17.89%
Holding in Top 10
33
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+57.14%
% of All Funds
0.43%
New
237
Increased
459
Reduced
463
Closed
81
Calls
$1.16B
Puts
$947M
Net Calls
+$216M
Net Calls Change
+$356M
Name Holding Trade Value Shares
Change
Change in
Stake
BIG
1001
Brooklyn Investment Group
New York
$277K +$28.6K +165 +12%
SIM
1002
Sentry Investment Management
Wisconsin
$277K -$43.8K -253 -14%
PAMG
1003
Patton Albertson Miller Group
Tennessee
$276K +$268K +1,548 New
AAS
1004
Asset Allocation Strategies
Michigan
$275K -$19.9K -115 -8%
CRIG
1005
Charter Research & Investment Group
Connecticut
$274K
MMHP
1006
Murphy Middleton Hinkle & Parker
Georgia
$273K
DWS
1007
Dynamic Wealth Strategies
California
$272K -$16.3K -94 -6%
Fayez Sarofim & Co
1008
Fayez Sarofim & Co
Texas
$270K +$262K +1,515 New
PIFP
1009
Partners in Financial Planning
Virginia
$269K
ICM
1010
IMS Capital Management
Oregon
$268K
DA
1011
Doliver Advisors
Texas
$268K -$45.7K -264 -15%
WA
1012
Wealth Alliance
New York
$268K +$5.54K +32 +2%
HCA
1013
Hyperion Capital Advisors
New York
$268K
HTIM
1014
Harbour Trust & Investment Management
Indiana
$267K -$34.6K -200 -12%
BWA
1015
Brave Warrior Advisors
New York
$267K +$260K +1,500 New
KIA
1016
Knollwood Investment Advisory
Maryland
$267K
MHR
1017
Matthew Hamilton Rosenberg
$267K +$4.85K +28 +2%
DA
1018
Dillon & Associates
Michigan
$267K
WOC
1019
West Oak Capital
California
$267K
LIA
1020
LS Investment Advisors
Michigan
$267K
PGAM
1021
Princeton Global Asset Management
New Jersey
$267K
WT
1022
Washington Trust
Rhode Island
$267K +$4.67K +27 +2%
GP
1023
Guardian Partners
Canada
$266K +$255K +1,475 New
TA
1024
TFB Advisors
Kansas
$265K +$10.2K +59 +4%
HPIA
1025
Hamilton Point Investment Advisors
North Carolina
$264K

COF Hedge Fund Activity: Q4 2024 in Review

1,358 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Capital One (COF) for Q4 2024, worth a combined $64B — up 23% from $52.1B a quarter earlier.

Buyers outnumbered sellers: 237 funds opened new COF positions and 81 closed out — a net gain of 156 holders — while 459 added to existing stakes and 463 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $560M. The largest seller was Capital Research Global Investors, cutting an estimated $1.06B.

  • 1,358 institutional investors held Capital One (COF) as of Q4 2024, up from 1,223 in Q3 2024.
  • Funds reported $64B of Capital One stock for Q4 2024, up 23% quarter-over-quarter.
  • 237 funds opened new Capital One positions in Q4 2024 and 81 closed out, a net change of +156 holders.
  • The largest Capital One buyer in Q4 2024 was Lone Pine Capital, an estimated $560M added.
  • The largest Capital One seller in Q4 2024 was Capital Research Global Investors, an estimated $1.06B sold.

Based on aggregated 13F filings for Q4 2024.