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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 %
DWM
1126
Dogwood Wealth Management
Kansas
$9.83K – – –
BAM
1127
Byrne Asset Management
New Jersey
$9.78K -$10.9K -73 Closed
RFG
1128
RFP Financial Group
Georgia
$9.65K -$551 -4 -5%
RS
1129
Rakuten Securities
Japan
$9.28K +$7.34K +53 +379%
PMFA
1130
Plante Moran Financial Advisors
Michigan
$9K – – –
TC
1131
Tacita Capital
Ontario, Canada
$9K – – –
SIC
1132
SJS Investment Consulting
Ohio
$8.59K – – –
MFT
1133
Moisand Fitzgerald Tamayo
Florida
$8.31K – – –
WTA
1134
Washington Trust Advisors
Massachusetts
$8.31K +$692 +5 +9%
CMP
1135
Coston McIsaac & Partners
Maine
$8K – – –
FGAM
1136
Financial Gravity Asset Management
Texas
$7.62K -$7.89K -57 -51%
TWP
1137
Triad Wealth Partners
Kansas
$7.34K +$7.34K +53 New
CSC
1138
Caldwell Sutter Capital
California
$7.2K – – –
CB
1139
Centennial Bank
Arkansas
$6.92K -$5.4K -39 -44%
PA
1140
PSI Advisors
Florida
$6.92K – – –
WBC
1141
West Branch Capital
Massachusetts
$6.79K – – –
PCMC
1142
Planning Capital Management Corporation
Pennsylvania
$6.65K – – –
CTC
1143
Cetera Trust Company
Minnesota
$6.37K – – –
FW
1144
Fairway Wealth
Ohio
$6.23K +$6.23K +45 New
WWM
1145
Wolff Wiese Magana
California
$6.09K +$2.63K +19 +76%
AW
1146
Avion Wealth
Texas
$6K +$1.92K +16 +47%
CCM
1147
Chilton Capital Management
Texas
$5.82K -$11.5K -83 -66%
OC
1148
Oakworth Capital
Alabama
$5.82K – – –
TFM
1149
TFC Financial Management
Massachusetts
$5.7K +$556 +4 +11%
AP
1150
Aspect Partners
Virginia
$5.12K – – –
44 45
46
47 48