We are live on ! Find out more
COF icon

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
EWM
1026
Evermay Wealth Management
Virginia
$132K -$22.8K -160 -15%
HDIM
1027
Hanson & Doremus Investment Management
Vermont
$127K
WPA
1028
West Paces Advisors
Georgia
$123K -$7.55K -53 -6%
PCWA
1029
Pacific Capital Wealth Advisors
California
$122K -$19.2K -135 -14%
GIA
1030
GHP Investment Advisors
Colorado
$121K +$427 +3 +0.4%
MMG
1031
Monetary Management Group
Missouri
$112K
PMAM
1032
Picton Mahoney Asset Management
Ontario, Canada
$112K +$107K +750 New
WTC
1033
WhitTier Trust Company
Nevada
$110K -$570 -4 -0.5%
BIC
1034
Beach Investment Counsel
Pennsylvania
$105K
BGAI
1035
Bruce G. Allen Investments
Colorado
$105K +$11.1K +78 +13%
FCAS
1036
First Command Advisory Services
Texas
$102K
PS
1037
Planned Solutions
California
$101K +$96.1K +675 New
CT
1038
Colonial Trust
South Carolina
$101K +$27.3K +192 +40%
GFPC
1039
Global Financial Private Client
Florida
$98.1K +$3.42K +24 +4%
AIM
1040
Anchor Investment Management
South Carolina
$97.8K
FCT
1041
First Community Trust
Iowa
$95.1K
NC
1042
nVerses Capital
Florida
$89.8K +$85.4K +600 New
JIP
1043
Jaffetilchin Investment Partners
Florida
$89.6K +$85.2K +598 New
TFA
1044
Toth Financial Advisory
Virginia
$87.6K
MFG
1045
Mendota Financial Group
Wisconsin
$86.5K +$142 +1 +0.2%
TSMHT
1046
Thurston Springer Miller Herd & Titak
Indiana
$85.6K -$4.27K -30 -5%
MWA
1047
MFA Wealth Advisors
Pennsylvania
$83.5K
SNB
1048
Security National Bank
Nebraska
$77.9K
HWM
1049
Hemington Wealth Management
Virginia
$75K +$66.2K +465 New
CTB
1050
Country Trust Bank
Illinois
$74.9K

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.