COF icon

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 %
OC
1276
Oakworth Capital
Alabama
$15.4K – – –
BL
1277
BFSG LLC
California
$15.2K -$11.7K -65 -43%
VWM
1278
Valley Wealth Managers
New Jersey
$15.2K – – –
Kayne Anderson Rudnick Investment Management
1279
Kayne Anderson Rudnick Investment Management
California
$14.8K -$2.89K -16 -16%
VWA
1280
Valued Wealth Advisors
Utah
$14.6K +$1.26K +7 +9%
GXJ
1281
Global X Japan
Japan
$14.3K -$1.97K -11 -12%
NEWAS
1282
N.E.W. Advisory Services
Wisconsin
$14.3K +$14.3K +80 New
NECFA
1283
New England Capital Financial Advisors
Connecticut
$14.3K – – –
CAC
1284
Core Alternative Capital
Georgia
$13.8K -$3.77K -21 -21%
WA
1285
Whipplewood Advisors
Colorado
$13.6K +$12.7K +1,012 +1,297%
DWM
1286
Dogwood Wealth Management
Kansas
$13.6K +$715 +4 +6%
AEPWM
1287
Atlantic Edge Private Wealth Management
Florida
$13.4K – – –
IWP
1288
IAG Wealth Partners
Wisconsin
$13.4K – – –
GWSA
1289
Global Wealth Strategies & Associates
Colorado
$13.4K – – –
AA
1290
Ancora Advisors
Ohio
$13.3K – – –
BAM
1291
Byrne Asset Management
New Jersey
$13.1K – – –
AWM
1292
Abound Wealth Management
Tennessee
$13K -$3.07K -17 -19%
RPA
1293
Redwood Park Advisors
California
$12.6K – – –
KA
1294
Kozak & Associates
Colorado
$12.5K – – –
NC
1295
North Capital
Utah
$12.2K +$12.2K +68 New
WTA
1296
Washington Trust Advisors
Massachusetts
$12K – – –
QL
1297
Quarry LP
New York
$11.3K -$45.5K -254 -80%
HWP
1298
Highline Wealth Partners
California
$11.1K +$4.49K +25 +68%
CMP
1299
Coston McIsaac & Partners
Maine
$11K – – –
MFT
1300
Moisand Fitzgerald Tamayo
Florida
$10.8K – – –
50 51
52
53 54