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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
$584M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.04B
4
BlackRock
BlackRock
New York
$4.89B
5
Wellington Management Group
Wellington Management Group
Massachusetts
$461M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$2.1B
2
Capital World Investors
Capital World Investors
California
$762M
3
Harris Associates
Harris Associates
Illinois
$2.12B
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$484M
5
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$1.33B
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
1251
Oakworth Capital
Alabama
$15.3K -$7.49K -42 -33%
VWM
1252
Valley Wealth Managers
New Jersey
$15.2K – – –
BCMLT
1253
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.6K – – –
NECFA
1254
New England Capital Financial Advisors
Connecticut
$14.2K +$178 +1 +1%
ANBT
1255
American National Bank & Trust
Texas
$14.1K – – –
WA
1256
Whipplewood Advisors
Colorado
$13.9K +$13.9K +78 New
KA
1257
Kozak & Associates
Colorado
$13.9K +$7.38K +41 +114%
VHAM
1258
Van Hulzen Asset Management
California
$13.6K +$13.6K +76 New
AEPWM
1259
Atlantic Edge Private Wealth Management
Florida
$13.4K – – –
IWP
1260
IAG Wealth Partners
Wisconsin
$13.4K – – –
GWSA
1261
Global Wealth Strategies & Associates
Colorado
$13.4K +$13.4K +75 New
VWA
1262
Valued Wealth Advisors
Utah
$13.2K -$4.46K -25 -25%
AA
1263
Ancora Advisors
Ohio
$13.2K -$357 -2 -3%
BOJHT
1264
Bank of Jackson Hole Trust
Wyoming
$13.2K +$13.2K +74 New
BAM
1265
Byrne Asset Management
New Jersey
$13K – – –
DWM
1266
Dogwood Wealth Management
Kansas
$12.8K +$177 +1 +1%
RPA
1267
Redwood Park Advisors
California
$12.5K +$12.5K +70 New
WTA
1268
Washington Trust Advisors
Massachusetts
$11.9K +$357 +2 +3%
MDA
1269
Minot DeBlois Advisors
Massachusetts
$11.9K +$11.9K +67 New
NFSG
1270
Newbridge Financial Services Group
Florida
$11.6K – – –
TC
1271
Tacita Capital
Ontario, Canada
$11.6K – – –
CWC
1272
Carolinas Wealth Consulting
North Carolina
$11.1K +$3.54K +20 +47%
CMP
1273
Coston McIsaac & Partners
Maine
$11K – – –
MFT
1274
Moisand Fitzgerald Tamayo
Florida
$10.7K – – –
SIC
1275
SJS Investment Consulting
Ohio
$9.81K -$1.25K -7 -11%
49 50
51
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