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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 %
LA
1076
LVW Advisors
New York
$236K -$12.6K -70 -5%
NF
1077
Nikulski Financial
Iowa
$236K +$4.3K +24 +2%
EWM
1078
Empirical Wealth Management
Washington
$236K +$236K +1,314 New
WCFA
1079
Walkner Condon Financial Advisors
Wisconsin
$234K +$20.6K +115 +10%
UF
1080
Univest Financial
Pennsylvania
$234K -$54.1K -302 -19%
CWP
1081
Capital Wealth Planning
Florida
$233K +$233K +1,300 New
QIM
1082
Quantitative Investment Management
Virginia
$233K -$153K -853 -40%
FFP
1083
FourThought Financial Partners
Florida
$232K -$21K -117 -8%
CWG
1084
Cornerstone Wealth Group
North Carolina
$232K +$15.1K +84 +7%
GPW
1085
Genesis Private Wealth
Virginia
$231K +$30.3K +169 +15%
RPSA
1086
Richard P. Slaughter Associates
Texas
$231K +$231K +1,290 New
VCM
1087
Versant Capital Management
Arizona
$231K +$116K +646 +101%
AAS
1088
Asset Allocation Strategies
Michigan
$231K -$20.8K -116 -8%
HWA
1089
Heritage Wealth Advisors
Virginia
$230K – – –
MA
1090
MCF Advisors
Kentucky
$230K -$4.3K -24 -2%
MG
1091
Mather Group
Illinois
$230K +$28.7K +160 +14%
CSPIA
1092
Cary Street Partners Investment Advisory
Virginia
$229K +$33.9K +189 +17%
WJWM
1093
Williams Jones Wealth Management
New York
$228K – – –
DE
1094
Diversified Enterprises
Delaware
$228K +$228K +1,269 New
QPW
1095
Quantum Private Wealth
Florida
$226K – – –
FFO
1096
Fiduciary Family Office
Florida
$226K +$226K +1,258 New
UAS
1097
United Asset Strategies
New York
$225K -$53.8K -300 -19%
CAL
1098
Capital Advisors Ltd
Ohio
$225K +$179 +1 +0.1%
HI
1099
Humankind Investments
New York
$225K -$17.2K -96 -7%
RCM
1100
Requisite Capital Management
Texas
$224K – – –
42 43
44
45 46