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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 %
CIC
1101
Chilton Investment Company
Connecticut
$224K +$224K +1,250 New
LWM
1102
LJI Wealth Management
Indiana
$221K – – –
FGWP
1103
Founders Grove Wealth Partners
Virginia
$219K +$219K +1,224 New
BAAM
1104
Baker Avenue Asset Management
California
$219K +$219K +1,224 New
TPWA
1105
Twin Peaks Wealth Advisors
California
$219K +$9.33K +57 +4%
MWM
1106
Mission Wealth Management
California
$219K +$219K +1,221 New
KIA
1107
KCM Investment Advisors
California
$218K +$218K +1,216 New
Fayez Sarofim & Co
1108
Fayez Sarofim & Co
Texas
$218K -$53.8K -300 -20%
SPC
1109
Sigma Planning Corp
Michigan
$217K +$5.2K +29 +2%
DOA
1110
D'Orazio & Associates
Virginia
$217K +$1.08K +6 +0.5%
MA
1111
Mutual Advisors
Nebraska
$215K +$215K +1,178 New
DA
1112
Denali Advisors
California
$215K -$484K -2,700 -69%
CP
1113
Camelot Portfolios
Ohio
$215K – – –
FCMC
1114
Founders Capital Management (Connecticut)
Connecticut
$215K +$215K +1,200 New
SAI
1115
Savvy Advisors Inc
New York
$215K +$215K +1,198 New
OPA
1116
Old Port Advisors
Maine
$215K -$6.28K -35 -3%
FWIA
1117
Fort Washington Investment Advisors
Ohio
$214K -$8.07K -45 -4%
CWM
1118
Chesapeake Wealth Management
Virginia
$214K -$8.97K -50 -4%
4WM
1119
44 Wealth Management
Oregon
$214K -$14.9K -83 -7%
FNB
1120
Farmers National Bank
Kentucky
$213K – – –
FHA
1121
Flagship Harbor Advisors
Massachusetts
$212K -$12.6K -70 -6%
KCP
1122
Kera Capital Partners
California
$212K +$212K +1,184 New
AM
1123
AGF Management
Ontario, Canada
$212K +$3.95K +22 +2%
BMCM
1124
Bryn Mawr Capital Management
Pennsylvania
$212K +$212K +1,183 New
LF
1125
LifePlan Financial
Minnesota
$210K -$11.1K -62 -5%
43 44
45
46 47