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Capital One
COF

Overview Fund Activity

1,384 hedge funds and large institutions have $65.1B invested in Capital One in 2025 Q1 according to their latest regulatory filings, with 177 funds opening new positions, 507 increasing their positions, 474 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
+38
Holders Change %
+2.82%
% of All Funds
18.8%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.49%
New
177
Increased
507
Reduced
474
Closed
121
Calls
$2.06B
Puts
$1.11B
Net Calls
+$942M
Net Calls Change
+$726M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$823M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$559M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$386M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$382M
5
UBS AM
UBS AM
Illinois
+$261M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$929M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$446M
3
Harris Associates
Harris Associates
Illinois
-$360M
4
First Trust Advisors
First Trust Advisors
Illinois
-$269M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$235M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
1001
Wealthstream Advisors
New York
$289K – – –
SMA
1002
Seven Mile Advisory
New Jersey
$288K +$179 +1 +0.1%
LTAS
1003
Linden Thomas Advisory Services
North Carolina
$288K +$6.99K +39 +2%
WF
1004
WoodTrust Financial
Wisconsin
$287K -$1.43K -8 -0.5%
RA
1005
Ruggaard & Associates
Ohio
$287K – – –
LFM
1006
LGT Fund Management
Liechtenstein
$287K +$287K +1,600 New
RFA
1007
Resurgent Financial Advisors
Georgia
$287K +$6.99K +39 +3%
MIM
1008
Marco Investment Management
Georgia
$284K +$284K +1,585 New
BL
1009
Balentine LLC
Georgia
$284K – – –
CCG
1010
Cypress Capital Group
Florida
$283K – – –
CWS
1011
Confluence Wealth Services
Pennsylvania
$282K +$282K +1,599 New
PCM
1012
Pennsylvania Capital Management
Pennsylvania
$282K -$2.15K -12 -0.8%
BI
1013
Beckerman Institutional
New Jersey
$281K – – –
LAM
1014
L2 Asset Management
Massachusetts
$281K +$25.5K +142 +10%
CWM
1015
Chemistry Wealth Management
New York
$278K -$79.6K -444 -22%
MHR
1016
Matthew Hamilton Rosenberg
$277K +$8.43K +47 +3%
DWS
1017
Dynamic Wealth Strategies
California
$276K +$2.51K +14 +0.9%
TA
1018
TFB Advisors
Kansas
$276K +$9.14K +51 +3%
CRIG
1019
Charter Research & Investment Group
Connecticut
$275K – – –
THCM
1020
Taylor Hoffman Capital Management
Virginia
$274K +$274K +1,540 New
MMHP
1021
Murphy Middleton Hinkle & Parker
Georgia
$274K – – –
AFS
1022
Axiom Financial Strategies
Indiana
$273K +$273K +1,522 New
CFP
1023
Catalyst Financial Partners
Massachusetts
$273K +$16.7K +93 +7%
TPCW
1024
TD Private Client Wealth
New York
$273K +$31.9K +178 +13%
SCP
1025
Sivia Capital Partners
California
$271K +$271K +1,512 New
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