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Capital One
COF

Overview Fund Activity

1,346 hedge funds and large institutions have $64B invested in Capital One in 2024 Q4 according to their latest regulatory filings, with 234 funds opening new positions, 453 increasing their positions, 461 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,346
Holders Change
+133
Holders Change %
+10.96%
% of All Funds
17.92%
Holding in Top 10
33
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+57.14%
% of All Funds
0.44%
New
234
Increased
453
Reduced
461
Closed
80
Calls
$1.16B
Puts
$947M
Net Calls
+$216M
Net Calls Change
+$356M

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
+$577M
2
Millennium Management
Millennium Management
New York
+$489M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$352M
4
BlackRock
BlackRock
New York
+$330M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$287M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.09B
2
Capital World Investors
Capital World Investors
California
-$517M
3
Harris Associates
Harris Associates
Illinois
-$462M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$320M
5
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWP
1201
WR Wealth Planners
Missouri
$36.7K +$6.95K +39 +23%
W
1202
WealthCollab
Washington
$35.7K – – –
HCP
1203
Hexagon Capital Partners
Arkansas
$33.9K +$8.74K +49 +35%
CJ
1204
Caitlin John
Michigan
$32.7K – – –
DRP
1205
Decker Retirement Planning
Utah
$32.1K +$32.1K +180 New
SS
1206
SBI Securities
Japan
$31.6K +$31.6K +177 New
CIA
1207
Cape Investment Advisory
Georgia
$31.2K – – –
SVCP
1208
Silicon Valley Capital Partners
California
$30.7K +$178 +1 +0.6%
BWAM
1209
Boyd Watterson Asset Management
Ohio
$30.1K – – –
RAM
1210
Ramirez Asset Management
New York
$29.6K – – –
LIS
1211
Legacy Investment Solutions
Idaho
$29.5K +$610 +3 +2%
LWMI
1212
Legacy Wealth Management (Idaho)
Idaho
$29.5K +$610 +3 +2%
WA
1213
WPG Advisers
Maryland
$29.4K +$29.4K +165 New
TCM
1214
TruNorth Capital Management
Michigan
$28.5K +$28.5K +160 New
PWMG
1215
Private Wealth Management Group
New Jersey
$28.2K – – –
HGERS
1216
Householder Group Estate & Retirement Specialist
Arizona
$28K -$8.47K -49 -23%
OP
1217
ORG Partners
Indiana
$27.4K +$18.8K +105 +219%
PPA
1218
Painted Porch Advisors
California
$27.3K +$27.3K +153 New
KBFS
1219
Kohmann Bosshard Financial Services
Ohio
$27.3K +$27.3K +153 New
BL
1220
BFSG LLC
California
$26.7K +$26.7K +150 New
SN
1221
Sittner & Nelson
Oregon
$25K +$2.14K +12 +9%
SIS
1222
Sound Income Strategies
Florida
$24.6K +$1.25K +7 +5%
S
1223
Sachetta
Massachusetts
$24.4K +$2.32K +13 +10%
HWA
1224
HHM Wealth Advisors
Tennessee
$24.1K +$1.78K +10 +8%
ZB
1225
Zions Bancorporation
Utah
$23.7K – – –
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