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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 %
OPTFSNA
1201
Old Point Trust & Financial Services N A
Virginia
$61.7K – – –
HWA
1202
HHM Wealth Advisors
Tennessee
$61.5K +$37.3K +208 +154%
TC
1203
Trust Company
Kansas
$60.1K – – –
AC
1204
AlphaCore Capital
California
$59.7K +$59.7K +333 New
GEA
1205
Glen Eagle Advisors
New Jersey
$58.8K – – –
PB
1206
Pinnacle Bancorp
Nebraska
$58.8K – – –
CNBTD
1207
Citizens National Bank Trust Department
Mississippi
$58.8K +$12K +67 +26%
C
1208
Covestor
United Kingdom
$55K -$71.6K -402 -57%
FFC
1209
First Financial Corp
Indiana
$54.9K – – –
CWM
1210
Copia Wealth Management
Oregon
$54.7K +$54.7K +305 New
SO
1211
Sierra Ocean
California
$54.5K +$6.1K +34 +13%
ETS
1212
ESL Trust Services
New York
$54.1K – – –
AAG
1213
Accordant Advisory Group
Maryland
$53.8K – – –
BWM
1214
Bernard Wealth Management
Michigan
$53.8K +$53.8K +300 New
EB
1215
Eastern Bank
Massachusetts
$52.2K – – –
BONH
1216
Bank of New Hampshire
New Hampshire
$49.8K – – –
ME
1217
McIlrath & Eck
Washington
$49.7K +$2.51K +14 +5%
LC
1218
Lavaca Capital
Texas
$49.3K – – –
RF
1219
Rossby Financial
Florida
$48.2K +$48.2K +264 New
SFO
1220
Standard Family Office
South Dakota
$48.1K -$36K -201 -43%
EPIMS
1221
Evelyn Partners Investment Management Services
$46.6K +$46.6K +1,288 New
BWL
1222
Bogart Wealth LLC
Virginia
$46.4K +$43.6K +243 +1,519%
MSWM
1223
Mowery & Schoenfeld Wealth Management
Illinois
$46.3K – – –
M
1224
MOTCO
Texas
$45.9K +$24.6K +137 +115%
NB
1225
NBT Bank
New York
$44.8K – – –
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49
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