COF icon

Capital One
COF

Overview Fund Activity

1,155 hedge funds and large institutions have $52.2B invested in Capital One in 2024 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 409 increasing their positions, 409 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,155
Holders Change
+24
Holders Change %
+2.12%
% of All Funds
16.74%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.25%
New
127
Increased
409
Reduced
409
Closed
86
Calls
$667M
Puts
$924M
Net Calls
-$257M
Net Calls Change
+$599M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$3.15B
2
Franklin Resources
Franklin Resources
California
$1.02B
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$876M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$729M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$259M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$525M
2
Harris Associates
Harris Associates
Illinois
$2.4B
3
Capital World Investors
Capital World Investors
California
$1.85B
4
DSA
Davis Selected Advisers
Arizona
$1.44B
5
Goldman Sachs
Goldman Sachs
New York
$305M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCMC
1101
Planning Capital Management Corporation
Pennsylvania
$7.15K – – –
CTC
1102
Cetera Trust Company
Minnesota
$6.85K – – –
GI
1103
Gradient Investments
Minnesota
$6.7K -$1.94K -13 -22%
OC
1104
Oakworth Capital
Alabama
$6.25K – – –
AW
1105
Avion Wealth
Texas
$6K +$529 +3 +10%
CWC
1106
Carolinas Wealth Consulting
North Carolina
$5.57K +$753 +5 +16%
TFM
1107
TFC Financial Management
Massachusetts
$5.54K +$299 +2 +6%
AP
1108
Aspect Partners
Virginia
$5.51K – – –
TSWM
1109
Tyler-Stone Wealth Management
Ohio
$5.51K – – –
CA
1110
Crewe Advisors
Utah
$5.21K +$5.21K +35 New
KA
1111
Kozak & Associates
Colorado
$4.99K – – –
AFWM
1112
Abich Financial Wealth Management
Virginia
$4.91K +$4.91K +33 New
MTIC
1113
Missouri Trust & Investment Company
Missouri
$4.47K -$2.09K -14 -32%
DPW
1114
DiNuzzo Private Wealth
Pennsylvania
$4.47K – – –
BCMLT
1115
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.32K +$4.32K +29 New
TH
1116
TCTC Holdings
Texas
$4.17K – – –
CQS
1117
Credential Qtrade Securities
$4.02K – – –
PWMG
1118
Prestige Wealth Management Group
New Jersey
$3.87K – – –
WWM
1119
Wolff Wiese Magana
California
$3.72K – – –
IA
1120
IFS Advisors
Kansas
$3.72K – – –
FFO
1121
Fortitude Family Office
Arizona
$3.72K +$3.72K +25 New
VAG
1122
VisionPoint Advisory Group
Texas
$3.57K – – –
FRA
1123
Frank Rimerman Advisors
California
$3.42K – – –
PO
1124
Private Ocean
California
$3.42K – – –
WCM
1125
Westend Capital Management
California
$3.28K +$3.28K +22 New
43 44
45
46 47