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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 %
PIFP
1026
Partners in Financial Planning
Virginia
$271K – – –
WT
1027
Washington Trust
Rhode Island
$271K +$2.69K +15 +1%
ICM
1028
IMS Capital Management
Oregon
$270K – – –
HCA
1029
Hyperion Capital Advisors
New York
$269K – – –
DA
1030
Dillon & Associates
Michigan
$269K – – –
WIC
1031
Willis Investment Counsel
Georgia
$269K -$276K -1,541 -51%
HTIM
1032
Harbour Trust & Investment Management
Indiana
$269K – – –
KIA
1033
Knollwood Investment Advisory
Maryland
$269K – – –
LIA
1034
LS Investment Advisors
Michigan
$268K – – –
PGAM
1035
Princeton Global Asset Management
New Jersey
$268K – – –
PWG
1036
Portside Wealth Group
Utah
$265K +$7.35K +41 +3%
HPIA
1037
Hamilton Point Investment Advisors
North Carolina
$265K – – –
FPL
1038
Fortress Private Ledger
North Carolina
$265K – – –
VWM
1039
Venturi Wealth Management
Texas
$264K +$50.4K +281 +24%
PCM
1040
Passive Capital Management
Maryland
$262K – – –
RLH
1041
RD Lewis Holdings
Florida
$262K -$3.94K -21 -1%
DBRC
1042
D.B. Root & Company
Pennsylvania
$261K +$1.79K +10 +0.7%
EFG
1043
Ethos Financial Group
Pennsylvania
$261K – – –
JIC
1044
Johnson Investment Counsel
Ohio
$261K +$17.9K +100 +7%
USCWA
1045
U.S. Capital Wealth Advisors
Texas
$261K +$261K +1,454 New
DA
1046
Doliver Advisors
Texas
$261K -$9.14K -51 -3%
GP
1047
Guardian Partners
Canada
$260K – – –
CFO
1048
CVA Family Office
Colorado
$259K +$14.3K +80 +6%
HAS
1049
HBW Advisory Services
California
$259K -$4.84K -27 -2%
MCM
1050
Marathon Capital Management
Maryland
$257K – – –
40 41
42
43 44