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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 %
ST
1051
Smithfield Trust
Pennsylvania
$238K – – –
CWM
1052
Centurion Wealth Management
Virginia
$237K +$237K +1,330 New
ACL
1053
Applied Capital LLC
Florida
$237K +$237K +1,329 New
KMWM
1054
Keudell/Morrison Wealth Management
Oregon
$235K +$235K +1,317 New
MA
1055
MCF Advisors
Kentucky
$233K -$713 -4 -0.3%
WAP
1056
Wealthcare Advisory Partners
Pennsylvania
$232K +$232K +1,303 New
LFAS
1057
Level Four Advisory Services
Texas
$231K +$231K +1,296 New
FMP
1058
Financial Management Professionals
Texas
$231K – – –
KWM
1059
Keebeck Wealth Management
Illinois
$231K +$231K +1,295 New
ACM
1060
Advisors Capital Management
New Jersey
$230K +$230K +1,290 New
NF
1061
Nikulski Financial
Iowa
$230K +$230K +1,290 New
FFA
1062
Founders Financial Alliance
North Carolina
$230K +$230K +1,288 New
BCP
1063
Blackhawk Capital Partners
Wisconsin
$229K -$45.5K -255 -17%
HWA
1064
Heritage Wealth Advisors
Virginia
$229K – – –
TPWA
1065
Twin Peaks Wealth Advisors
California
$229K -$21.6K -121 -9%
AA
1066
Alta Advisers
United Kingdom
$228K +$31.9K +179 +16%
4WM
1067
44 Wealth Management
Oregon
$228K -$17.1K -96 -7%
WJWM
1068
Williams Jones Wealth Management
New York
$227K +$227K +1,274 New
QPW
1069
Quantum Private Wealth
Florida
$225K +$225K +1,259 New
CAL
1070
Capital Advisors Ltd
Ohio
$224K -$179 -1 -0.1%
FHA
1071
Flagship Harbor Advisors
Massachusetts
$224K +$224K +1,255 New
RCM
1072
Requisite Capital Management
Texas
$223K +$223K +1,252 New
CWM
1073
Chesapeake Wealth Management
Virginia
$222K +$222K +1,245 New
FWIA
1074
Fort Washington Investment Advisors
Ohio
$221K +$221K +1,241 New
LF
1075
LifePlan Financial
Minnesota
$220K +$220K +1,236 New
41 42
43
44 45