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Capital One
COF

Overview Fund Activity

1,213 hedge funds and large institutions have $51.5B invested in Capital One in 2024 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 457 increasing their positions, 416 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,213
Holders Change
+27
Holders Change %
+2.28%
% of All Funds
17.54%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.3%
New
131
Increased
457
Reduced
416
Closed
88
Calls
$750M
Puts
$889M
Net Calls
-$139M
Net Calls Change
+$191M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$240M
2
Capital International Investors
Capital International Investors
California
+$209M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$175M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$132M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$106M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$404M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$360M
3
Dodge & Cox
Dodge & Cox
California
-$191M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$174M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIS
1101
Legacy Investment Solutions
Idaho
$26.3K +$26.3K +142 New
LWMI
1102
Legacy Wealth Management (Idaho)
Idaho
$26.3K +$26.3K +142 New
CIA
1103
Cape Investment Advisory
Georgia
$26.2K – – –
SVCP
1104
Silicon Valley Capital Partners
California
$25.7K – – –
BWAM
1105
Boyd Watterson Asset Management
Ohio
$25.3K – – –
WWP
1106
WR Wealth Planners
Missouri
$25K +$8.39K +56 +50%
RAM
1107
Ramirez Asset Management
New York
$24.9K – – –
PWMG
1108
Private Wealth Management Group
New Jersey
$23.7K – – –
GXJ
1109
Global X Japan
Japan
$22.2K -$5.84K -39 -21%
HCP
1110
Hexagon Capital Partners
Arkansas
$21.1K -$1.8K -12 -8%
WOSD
1111
WFA of San Diego
California
$20.7K – – –
ZB
1112
Zions Bancorporation
Utah
$19.9K -$8.09K -54 -29%
FCMT
1113
Founders Capital Management (Texas)
Texas
$19.8K – – –
SIS
1114
Sound Income Strategies
Florida
$19.6K +$449 +3 +2%
OC
1115
Oakworth Capital
Alabama
$19.2K +$12.9K +86 +205%
SN
1116
Sittner & Nelson
Oregon
$19.2K – – –
JWA
1117
JFS Wealth Advisors
Pennsylvania
$19K +$749 +5 +4%
HWA
1118
HHM Wealth Advisors
Tennessee
$18.7K – – –
S
1119
Sachetta
Massachusetts
$18.6K – – –
BIA
1120
Bell Investment Advisors
California
$17.7K -$749 -5 -4%
SC
1121
Stephens Consulting
Michigan
$17.3K +$2.24K +15 +15%
FFO
1122
Fortitude Family Office
Arizona
$16.9K -$1.65K -11 -9%
PCFFS
1123
Pacific Center for Financial Services
California
$16.6K – – –
LB
1124
Legacy Bridge
Iowa
$16.5K – – –
TWD
1125
True Wealth Design
Ohio
$16.3K +$16.3K +109 New
43 44
45
46 47