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Capital One

1,358 hedge funds and large institutions have $64B invested in Capital One in 2024 Q4 according to their latest regulatory filings, with 237 funds opening new positions, 459 increasing their positions, 463 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 237 | Existing positions closed: 81

57% more funds holding in top 10

Funds holding in top 10: 2133 (+12)

23% more capital invested

Capital invested by funds: $52.1B → $64B (+$12B)

23% more call options, than puts

Call options by funds: $1.16B | Put options by funds: $947M

11% more funds holding

Funds holding: 1,2231,358 (+135)

3.37% more ownership

Funds ownership: 90.97%94.34% (+3.4%)

1% less repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 463

Holders
1,358
Holders Change
+135
Holders Change %
+11.04%
% of All Funds
17.89%
Holding in Top 10
33
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+57.14%
% of All Funds
0.43%
New
237
Increased
459
Reduced
463
Closed
81
Calls
$1.16B
Puts
$947M
Net Calls
+$216M
Net Calls Change
+$356M
Name Holding Trade Value Shares
Change
Change in
Stake
CF
1326
Conquis Financial
California
$3.39K +$3.29K +19 New
SC
1327
Stance Capital
Massachusetts
$3.29K +$3.12K +18 New
CPG
1328
Cornerstone Planning Group
New Jersey
$3.24K +$519 +3 +23%
CIAS
1329
CBIZ Investment Advisory Services
Ohio
$3.21K +$3.12K +18 New
DSC
1330
Duncker Streett & Co
Missouri
$3.21K +$3.12K +18 New
HBW
1331
Hazlett, Burt & Watson
West Virginia
$3K
BWL
1332
Bogart Wealth LLC
Virginia
$2.85K
APW
1333
Aventura Private Wealth
Florida
$2.85K +$2.77K +16 New
RS
1334
Rakuten Securities
Japan
$2.67K +$866 +5 +50%
BHWM
1335
Beaird Harris Wealth Management
Texas
$2.14K
FDCP
1336
Foster Dykema Cabot & Partners
Massachusetts
$1.78K
KFI
1337
Key Financial Inc
Pennsylvania
$1.78K
OSNBOA
1338
Old Second National Bank of Aurora
Illinois
$1.78K +$1.73K +10 New
NL
1339
NVWM LLC
Pennsylvania
$1.6K
RWM
1340
Ruedi Wealth Management
Illinois
$1.6K
WW
1341
Winnow Wealth
Texas
$1.43K +$1.56K +9 New
BFPW
1342
BOK Financial Private Wealth
Colorado
$1.43K +$1.39K +8 New
PWA
1343
Principia Wealth Advisory
Texas
$1.43K +$1.39K +8 New
CTWM
1344
Cherry Tree Wealth Management
Minnesota
$1.34K
FWM
1345
FLP Wealth Management
Arkansas
$1.25K +$1.21K +7 New
LWANC
1346
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.07K
PWA
1347
Physician Wealth Advisors
Utah
$1.07K +$1.04K +6 New
1IA
1348
1620 Investment Advisors
Massachusetts
$986
CPL
1349
Capital & Planning LLC
Georgia
$892 +$866 +5 New
PWM
1350
Parkworth Wealth Management
California
$892 +$866 +5 New

COF Hedge Fund Activity: Q4 2024 in Review

1,358 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Capital One (COF) for Q4 2024, worth a combined $64B — up 23% from $52.1B a quarter earlier.

Buyers outnumbered sellers: 237 funds opened new COF positions and 81 closed out — a net gain of 156 holders — while 459 added to existing stakes and 463 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $560M. The largest seller was Capital Research Global Investors, cutting an estimated $1.06B.

  • 1,358 institutional investors held Capital One (COF) as of Q4 2024, up from 1,223 in Q3 2024.
  • Funds reported $64B of Capital One stock for Q4 2024, up 23% quarter-over-quarter.
  • 237 funds opened new Capital One positions in Q4 2024 and 81 closed out, a net change of +156 holders.
  • The largest Capital One buyer in Q4 2024 was Lone Pine Capital, an estimated $560M added.
  • The largest Capital One seller in Q4 2024 was Capital Research Global Investors, an estimated $1.06B sold.

Based on aggregated 13F filings for Q4 2024.