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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 %
T
1076
TOBAM
France
$220K -$37.9K -213 -15%
LWM
1077
LJI Wealth Management
Indiana
$220K +$220K +1,233 New
OPA
1078
Old Port Advisors
Maine
$220K +$220K +1,232 New
DA
1079
Dover Advisors
Virginia
$219K +$219K +1,229 New
DWM
1080
Diversify Wealth Management
Utah
$218K +$218K +1,246 New
TPBG
1081
Turning Point Benefit Group
Maryland
$217K +$217K +1,201 New
CWG
1082
Cornerstone Wealth Group
North Carolina
$216K +$216K +1,209 New
CWG
1083
Crown Wealth Group
North Carolina
$215K +$215K +1,206 New
SMA
1084
Sage Mountain Advisors
Georgia
$214K -$33K -185 -13%
DOA
1085
D'Orazio & Associates
Virginia
$214K +$214K +1,202 New
CP
1086
Camelot Portfolios
Ohio
$214K +$214K +1,200 New
BMC
1087
Benin Management Corp
Connecticut
$213K +$213K +1,197 New
WCFA
1088
Walkner Condon Financial Advisors
Wisconsin
$213K +$213K +1,192 New
FNB
1089
Farmers National Bank
Kentucky
$212K +$212K +1,190 New
VWM
1090
Venturi Wealth Management
Texas
$212K +$30.3K +170 +17%
CCB
1091
Cutter & Co Brokerage
Missouri
$211K +$211K +1,185 New
SPC
1092
Sigma Planning Corp
Michigan
$210K -$176K -990 -46%
MFG
1093
Magnus Financial Group
New York
$210K +$210K +1,179 New
VA
1094
Valmark Advisers
Ohio
$210K +$210K +1,179 New
LA
1095
Legacy Advisors
Pennsylvania
$209K +$209K +1,173 New
BOPW
1096
Brandywine Oak Private Wealth
Pennsylvania
$209K +$209K +1,170 New
DMBA
1097
Deseret Mutual Benefit Administrators
Utah
$207K -$24.8K -139 -11%
AM
1098
AGF Management
Ontario, Canada
$207K +$207K +1,161 New
MCM
1099
MontVue Capital Management
Virginia
$206K +$206K +1,157 New
HA
1100
Helium Advisors
Washington
$205K +$205K +1,148 New
42 43
44
45 46