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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 %
SA
1276
SpiderRock Advisors
Delaware
– -$244K -1,759 Closed
CM
1277
Caption Management
Oklahoma
– -$242K -1,750 Closed
SSWM
1278
Strait & Sound Wealth Management
California
– -$235K -1,695 Closed
SRL
1279
Scientech Research LLC
New Jersey
– -$228K -1,649 Closed
WCFA
1280
Walkner Condon Financial Advisors
Wisconsin
– -$220K -1,590 Closed
OWMIAS
1281
One Wealth Management Investment & Advisory Services
Florida
– -$220K -1,586 Closed
CP
1282
Camelot Portfolios
Ohio
– -$166K -1,200 Closed
TCG
1283
Transcendent Capital Group
Oklahoma
– -$146K -1,058 Closed
LTI
1284
Laffer Tengler Investments
Tennessee
– -$123K -892 Closed
TFF
1285
The Family Firm
Maryland
– -$120K -870 Closed
EC
1286
EdgeRock Capital
Colorado
– -$68.4K -494 Closed
EC
1287
EntryPoint Capital
New York
– -$61.9K -447 Closed
MAM
1288
Magellan Asset Management
Australia
– -$58.7K -424 Closed
ORAM
1289
One River Asset Management
Connecticut
– -$51K -368 Closed
GI
1290
Gradient Investments
Minnesota
– -$15.4K -111 Closed
RFG
1291
RFP Financial Group
Georgia
– -$9.65K -70 Closed
TWP
1292
Triad Wealth Partners
Kansas
– -$7.34K -53 Closed
PCMC
1293
Planning Capital Management Corporation
Pennsylvania
– -$6.65K -48 Closed
FW
1294
Fairway Wealth
Ohio
– -$6.23K -45 Closed
TSWM
1295
Tyler-Stone Wealth Management
Ohio
– -$5.12K -37 Closed
AFWM
1296
Abich Financial Wealth Management
Virginia
– -$4.57K -33 Closed
TCM
1297
TruNorth Capital Management
Michigan
– -$3.05K -22 Closed
WIA
1298
Wetzel Investment Advisors
Indiana
– -$1.94K -13 Closed
DP
1299
Denver PWM
Colorado
– -$1.39K -10 Closed
SFCL
1300
Strengthening Families & Communities LLC
Massachusetts
– -$1K -5 Closed
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