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Capital One

1,224 hedge funds and large institutions have $52.1B invested in Capital One in 2024 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 458 increasing their positions, 425 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 88

24% more funds holding in top 10

Funds holding in top 10: 1721 (+4)

9% more capital invested

Capital invested by funds: $47.9B → $52.1B (+$4.14B)

2% more funds holding

Funds holding: 1,1961,224 (+28)

8% more repeat investments, than reductions

Existing positions increased: 458 | Existing positions reduced: 425

0.07% more ownership

Funds ownership: 90.9%90.97% (+0.07%)

16% less call options, than puts

Call options by funds: $750M | Put options by funds: $889M

Holders
1,224
Holders Change
+28
Holders Change %
+2.34%
% of All Funds
17.57%
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
458
Reduced
425
Closed
88
Calls
$750M
Puts
$889M
Net Calls
-$139M
Net Calls Change
+$191M
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
1101
Bartlett & Co Wealth Management
Ohio
$32.6K
CPA
1102
Clear Point Advisors
New York
$32.6K +$142 +1 +0.5%
GKIM
1103
GW&K Investment Management
Massachusetts
$32K +$1.71K +12 +6%
YDMI
1104
Y.D. More Investments
Israel
$31.7K +$1.42K +10 +5%
HGA
1105
Hobbs Group Advisors
South Carolina
$31.4K +$142 +1 +0.5%
HGERS
1106
Householder Group Estate & Retirement Specialist
Arizona
$31K
W
1107
WealthCollab
Washington
$29.9K
MSWM
1108
Mowery & Schoenfeld Wealth Management
Illinois
$29.6K
CAC
1109
Core Alternative Capital
Georgia
$29K -$9.68K -68 -26%
LIS
1110
Legacy Investment Solutions
Idaho
$26.3K +$20.2K +142 New
LWMI
1111
Legacy Wealth Management (Idaho)
Idaho
$26.3K +$20.2K +142 New
CIA
1112
Cape Investment Advisory
Georgia
$26.2K
SVCP
1113
Silicon Valley Capital Partners
California
$25.7K
BWAM
1114
Boyd Watterson Asset Management
Ohio
$25.3K
WWP
1115
WR Wealth Planners
Missouri
$25K +$7.97K +56 +50%
RAM
1116
Ramirez Asset Management
New York
$24.9K
PWMG
1117
Private Wealth Management Group
New Jersey
$23.7K
GXJ
1118
Global X Japan
Japan
$22.2K -$5.55K -39 -21%
HCP
1119
Hexagon Capital Partners
Arkansas
$21.1K -$1.71K -12 -8%
WOSD
1120
WFA of San Diego
California
$20.7K
ZB
1121
Zions Bancorporation
Utah
$19.9K -$7.69K -54 -29%
FCMT
1122
Founders Capital Management (Texas)
Texas
$19.8K
SIS
1123
Sound Income Strategies
Florida
$19.6K +$427 +3 +2%
OC
1124
Oakworth Capital
Alabama
$19.2K +$12.2K +86 +205%
SN
1125
Sittner & Nelson
Oregon
$19.2K

COF Hedge Fund Activity: Q3 2024 in Review

1,224 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Capital One (COF) for Q3 2024, worth a combined $52.1B — up 8.6% from $47.9B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new COF positions and 88 closed out — a net gain of 43 holders — while 458 added to existing stakes and 425 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $228M. The largest seller was Capital World Investors, cutting an estimated $385M.

  • 1,224 institutional investors held Capital One (COF) as of Q3 2024, up from 1,196 in Q2 2024.
  • Funds reported $52.1B of Capital One stock for Q3 2024, up 8.6% quarter-over-quarter.
  • 131 funds opened new Capital One positions in Q3 2024 and 88 closed out, a net change of +43 holders.
  • The largest Capital One buyer in Q3 2024 was Citadel Advisors, an estimated $228M added.
  • The largest Capital One seller in Q3 2024 was Capital World Investors, an estimated $385M sold.

Based on aggregated 13F filings for Q3 2024.