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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 %
HI
1051
Human Investing
Oregon
$257K +$15.8K +88 +7%
RW
1052
RVW Wealth
California
$256K +$3.95K +22 +2%
FFA
1053
Founders Financial Alliance
North Carolina
$254K +$23.1K +129 +10%
LFAS
1054
Level Four Advisory Services
Texas
$253K +$21K +117 +9%
ASG
1055
Ariston Services Group
California
$253K – – –
PWPS
1056
Pinnacle Wealth Planning Services
Ohio
$252K -$2.51K -14 -1%
NG
1057
Novem Group
New York
$252K +$252K +1,406 New
PWM
1058
Pines Wealth Management
North Carolina
$252K -$15.8K -104 -6%
HWA
1059
Heartwood Wealth Advisors
Virginia
$251K – – –
PDL
1060
Portfolio Design Labs
California
$251K -$1.46M -8,141 -85%
AFP
1061
Ausdal Financial Partners
Iowa
$250K +$250K +1,397 New
CFG
1062
Carr Financial Group
Massachusetts
$250K -$120K -670 -32%
OFO
1063
OneAscent Family Office
Alabama
$250K -$48.5K -271 -16%
BMC
1064
Benin Management Corp
Connecticut
$248K +$33.7K +188 +16%
AAS
1065
Ameritas Advisory Services
Nebraska
$247K -$1.97K -11 -0.8%
MA
1066
MONECO Advisors
Connecticut
$247K +$896 +5 +0.4%
MCC
1067
Money Concepts Capital
Florida
$246K -$34.6K -193 -12%
LA
1068
LBP AM
France
$244K -$17.9K -100 -7%
EBA
1069
Eagle Bay Advisors
New York
$243K +$43.2K +241 +22%
WAP
1070
Wealthcare Advisory Partners
Pennsylvania
$240K +$6.28K +35 +3%
GI
1071
GAMCO Investors
Connecticut
$239K -$217K -1,213 -48%
ST
1072
Smithfield Trust
Pennsylvania
$239K – – –
FMP
1073
Financial Management Professionals
Texas
$238K +$5.38K +30 +2%
CWM
1074
Centurion Wealth Management
Virginia
$237K – – –
TC
1075
Truvestments Capital
Florida
$236K +$236K +1,318 New
41 42
43
44 45