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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 %
IWP
1151
IAG Wealth Partners
Wisconsin
$11.2K – – –
BAM
1152
Byrne Asset Management
New Jersey
$10.9K +$10.9K +73 New
DWM
1153
Dogwood Wealth Management
Kansas
$10.7K – – –
NFSG
1154
Newbridge Financial Services Group
Florida
$9.75K +$9.75K +65 New
WTA
1155
Washington Trust Advisors
Massachusetts
$9.73K +$749 +5 +8%
TC
1156
Tacita Capital
Ontario, Canada
$9.73K – – –
SIC
1157
SJS Investment Consulting
Ohio
$9.28K – – –
MFT
1158
Moisand Fitzgerald Tamayo
Florida
$8.98K – – –
FGC
1159
Financial Gravity Companies
Texas
$8.24K +$8.24K +55 New
JFA
1160
JNBA Financial Advisors
Minnesota
$7.94K +$7.94K +53 New
CSC
1161
Caldwell Sutter Capital
California
$7.79K – – –
CB
1162
Centennial Bank
Arkansas
$7.49K – – –
PA
1163
PSI Advisors
Florida
$7.49K – – –
WBC
1164
West Branch Capital
Massachusetts
$7.34K – – –
OP
1165
ORG Partners
Indiana
$7.28K -$67.9K -448 -90%
AW
1166
Avion Wealth
Texas
$7K – – –
CTC
1167
Cetera Trust Company
Minnesota
$6.89K – – –
CWC
1168
Carolinas Wealth Consulting
North Carolina
$6.31K +$1.32K +9 +26%
CCM
1169
Chilton Capital Management
Texas
$6.29K – – –
TFM
1170
TFC Financial Management
Massachusetts
$6.17K – – –
KA
1171
Kozak & Associates
Colorado
$5.64K – – –
AP
1172
Aspect Partners
Virginia
$5.54K – – –
DPW
1173
DiNuzzo Private Wealth
Pennsylvania
$5.39K – – –
WWM
1174
Wolff Wiese Magana
California
$4.49K -$2.1K -14 -32%
MTIC
1175
Missouri Trust & Investment Company
Missouri
$4.49K – – –
45 46
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