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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 %
OSNBOA
1326
Old Second National Bank of Aurora
Illinois
$1.78K +$1.78K +10 New
NL
1327
NVWM LLC
Pennsylvania
$1.61K – – –
RWM
1328
Ruedi Wealth Management
Illinois
$1.61K – – –
WW
1329
Winnow Wealth
Texas
$1.43K +$1.43K +9 New
PWA
1330
Principia Wealth Advisory
Texas
$1.43K +$1.43K +8 New
BFPW
1331
BOK Financial Private Wealth
Colorado
$1.43K +$1.43K +8 New
CTWM
1332
Cherry Tree Wealth Management
Minnesota
$1.34K – – –
FWM
1333
FLP Wealth Management
Arkansas
$1.25K +$1.25K +7 New
LWANC
1334
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.07K – – –
PWA
1335
Physician Wealth Advisors
Utah
$1.07K +$1.07K +6 New
1IA
1336
1620 Investment Advisors
Massachusetts
$986 – – –
PWM
1337
Parkworth Wealth Management
California
$892 +$892 +5 New
CPL
1338
Capital & Planning LLC
Georgia
$892 +$892 +5 New
WA
1339
WestEnd Advisors
North Carolina
$713 +$178 +1 +33%
CA
1340
Crewe Advisors
Utah
$535 +$535 +3 New
RAM
1341
Riggs Asset Management
Pennsylvania
$356 – – –
NCM
1342
Northwest Capital Management
Oregon
$279 – – –
SMAM
1343
Sugar Maple Asset Management
Wisconsin
$178 +$178 +1 New
AWM
1344
Activest Wealth Management
Florida
$178 +$178 +1 New
HNW
1345
High Note Wealth
Minnesota
$178 +$178 +1 New
RFG
1346
REAP Financial Group
Texas
$89 -$22K -247 -100%
LSV Asset Management
1347
LSV Asset Management
Illinois
– -$180M -1,199,540 Closed
JAM
1348
Jupiter Asset Management
United Kingdom
– -$42.7M -285,379 Closed
IWA
1349
IBEX Wealth Advisors
New Jersey
– -$12.4M -194,672 Closed
Twin Tree Management
1350
Twin Tree Management
Texas
– -$19.7M -131,395 Closed
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