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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 %
TCA
1301
Trifecta Capital Advisors
Illinois
$10.6K +$10.6K +59 New
SIC
1302
SJS Investment Consulting
Ohio
$9.86K – – –
CSC
1303
Caldwell Sutter Capital
California
$9.32K – – –
CIAS
1304
CBIZ Investment Advisory Services
Ohio
$9.14K +$5.92K +33 +183%
AW
1305
Avion Wealth
Texas
$9K – – –
PA
1306
PSI Advisors
Florida
$8.97K – – –
WBC
1307
West Branch Capital
Massachusetts
$8.79K – – –
CPG
1308
Cornerstone Planning Group
New Jersey
$8.65K +$5.82K +33 +206%
CTC
1309
Cetera Trust Company
Minnesota
$8.25K – – –
IHWM
1310
Iron Horse Wealth Management
Iowa
$8.25K +$8.25K +46 New
TFM
1311
TFC Financial Management
Massachusetts
$7.38K – – –
STB
1312
S&T Bank
Pennsylvania
$7.35K – – –
AF
1313
Atala Financial
California
$7.17K – – –
AP
1314
Aspect Partners
Virginia
$6.81K +$897 +5 +15%
DPW
1315
DiNuzzo Private Wealth
Pennsylvania
$6.46K – – –
MDA
1316
Minot DeBlois Advisors
Massachusetts
$6.28K -$5.74K -32 -48%
FGAM
1317
Financial Gravity Asset Management
Texas
$5.92K +$5.92K +33 New
UCB
1318
United Community Bank
South Carolina
$5.92K +$5.92K +33 New
MAM
1319
Morse Asset Management
Connecticut
$5.92K +$5.92K +33 New
WCM
1320
WealthTrak Capital Management
Virginia
$5.56K +$1.26K +7 +29%
MTIC
1321
Missouri Trust & Investment Company
Missouri
$5.38K – – –
RS
1322
Rakuten Securities
Japan
$5.38K +$2.69K +15 +100%
RCA
1323
Runnymede Capital Advisors
Ohio
$5.02K +$5.02K +28 New
DWM
1324
Darwin Wealth Management
Florida
$4.99K – – –
FFA
1325
Frazier Financial Advisors
Ohio
$4.84K +$538 +3 +13%
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