COF icon

Capital One
COF

Overview Fund Activity

1,186 hedge funds and large institutions have $47.9B invested in Capital One in 2024 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 452 increasing their positions, 415 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,186
Holders Change
+31
Holders Change %
+2.68%
% of All Funds
17.25%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
126
Increased
452
Reduced
415
Closed
75
Calls
$502M
Puts
$831M
Net Calls
-$330M
Net Calls Change
-$72.4M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$446M
2
Norges Bank
Norges Bank
Norway
+$141M
3
EC
Eminence Capital
New York
+$127M
4
UBS AM
UBS AM
Illinois
+$109M
5
PCM
Palestra Capital Management
New York
+$94.1M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$615M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$367M
3
Capital World Investors
Capital World Investors
California
-$355M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$174M
5
Harris Associates
Harris Associates
Illinois
-$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
1101
JFS Wealth Advisors
Pennsylvania
$16.9K -$554 -4 -3%
PCFFS
1102
Pacific Center for Financial Services
California
$15.4K – – –
WWP
1103
WR Wealth Planners
Missouri
$15.4K +$5.68K +41 +59%
GI
1104
Gradient Investments
Minnesota
$15.4K +$9.14K +66 +147%
LB
1105
Legacy Bridge
Iowa
$15.2K – – –
FFA
1106
Frazier Financial Advisors
Ohio
$15.1K – – –
GCM
1107
Gables Capital Management
Florida
$15.1K – – –
CAL
1108
Capital Analysts LLC
Pennsylvania
$15K – – –
VWA
1109
Valued Wealth Advisors
Utah
$14.3K +$2.63K +19 +23%
KSWA
1110
Kathleen S. Wright Associates
Pennsylvania
$14.1K – – –
SC
1111
Stephens Consulting
Michigan
$14K – – –
APW
1112
Acima Private Wealth
Virginia
$13.8K -$41.7K -301 -75%
LCM
1113
Logan Capital Management
Pennsylvania
$13.8K – – –
CFM
1114
Catalyst Funds Management
Australia
$13.8K +$13.8K +100 New
EWP
1115
Elevation Wealth Partners
California
$13.3K – – –
GIS
1116
Grayhawk Investment Strategies
Alberta, Canada
$12.9K – – –
AA
1117
Addison Advisors
Vermont
$12.7K +$4.71K +34 +59%
SWA
1118
SOA Wealth Advisors
New York
$12.5K -$278 -2 -2%
AA
1119
Ancora Advisors
Ohio
$12.3K +$3.46K +25 +39%
AWM
1120
Abound Wealth Management
Tennessee
$12.1K -$695 -5 -5%
Kayne Anderson Rudnick Investment Management
1121
Kayne Anderson Rudnick Investment Management
California
$11.4K +$1.95K +14 +21%
BCMLT
1122
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.4K +$7.34K +53 +183%
NECFA
1123
New England Capital Financial Advisors
Connecticut
$10.9K – – –
AEPWM
1124
Atlantic Edge Private Wealth Management
Florida
$10.4K – – –
IWP
1125
IAG Wealth Partners
Wisconsin
$10.4K – – –
43 44
45
46 47