We are live on ! Find out more
COF icon

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
JWA
1126
JFS Wealth Advisors
Pennsylvania
$19K +$712 +5 +4%
HWA
1127
HHM Wealth Advisors
Tennessee
$18.7K
S
1128
Sachetta
Massachusetts
$18.6K
BIA
1129
Bell Investment Advisors
California
$17.7K -$712 -5 -4%
SC
1130
Stephens Consulting
Michigan
$17.3K +$2.14K +15 +15%
FFO
1131
Fortitude Family Office
Arizona
$16.9K -$1.57K -11 -9%
PCFFS
1132
Pacific Center for Financial Services
California
$16.6K
LB
1133
Legacy Bridge
Iowa
$16.5K
TWD
1134
True Wealth Design
Ohio
$16.3K +$15.5K +109 New
CC
1135
Centiva Capital
New York
$15.7K -$1.14M -8,000 -99%
HT
1136
Headlands Technologies
Illinois
$15.7K +$15K +105 New
KSWA
1137
Kathleen S. Wright Associates
Pennsylvania
$15.3K
APW
1138
Acima Private Wealth
Virginia
$15K
LCM
1139
Logan Capital Management
Pennsylvania
$15K
OIA
1140
Optimum Investment Advisors
Illinois
$15K +$14.2K +100 New
VWA
1141
Valued Wealth Advisors
Utah
$14.8K -$570 -4 -4%
OC
1142
Oarsman Capital
Wisconsin
$14.7K +$14K +98 New
EWP
1143
Elevation Wealth Partners
California
$14.4K
GIS
1144
Grayhawk Investment Strategies
Alberta, Canada
$13.9K
CAS
1145
Coppell Advisory Solutions
Texas
$13.6K -$16.2K -114 -56%
SWA
1146
SOA Wealth Advisors
New York
$13.5K
GCM
1147
Gables Capital Management
Florida
$13.5K -$2.71K -19 -17%
AWM
1148
Abound Wealth Management
Tennessee
$13.1K
CPA
1149
Capital Performance Advisors
California
$13K +$12.4K +87 New
VWM
1150
Valley Wealth Managers
New Jersey
$12.7K +$12.1K +85 New

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.