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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 %
BLC
1351
Brown, Lisle/Cummings
Rhode Island
$3.05K +$3.05K +17 New
HBW
1352
Hazlett, Burt & Watson
West Virginia
$3K – – –
KWM
1353
Kiker Wealth Management
Georgia
$2.69K +$2.69K +15 New
RCM
1354
Raleigh Capital Management
North Carolina
$2.51K -$41.1K -229 -94%
RWM
1355
Rialto Wealth Management
New York
$2.33K +$2.33K +13 New
PWA
1356
Physician Wealth Advisors
Utah
$2.15K +$1.08K +6 +100%
WA
1357
WestEnd Advisors
North Carolina
$2.15K +$1.44K +8 +200%
WW
1358
Winnow Wealth
Texas
$2.15K +$536 +3 +33%
MSWA
1359
Marshall & Sterling Wealth Advisors
New York
$1.79K +$1.79K +10 New
KFI
1360
Key Financial Inc
Pennsylvania
$1.79K – – –
NL
1361
NVWM LLC
Pennsylvania
$1.61K – – –
RWM
1362
Ruedi Wealth Management
Illinois
$1.61K – – –
GP
1363
Greenline Partners
New York
$1.61K +$1.61K +9 New
BHWM
1364
Bay Harbor Wealth Management
Maryland
$1.61K +$1.61K +9 New
BFS
1365
Bare Financial Services
Pennsylvania
$1.43K +$1.43K +8 New
CTWM
1366
Cherry Tree Wealth Management
Minnesota
$1.35K – – –
DI
1367
DAGCO Inc
Ohio
$1.26K +$1.26K +7 New
BMC
1368
Bear Mountain Capital
Washington
$1.11K +$1.11K +6 New
LWANC
1369
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.08K – – –
PWM
1370
Parkworth Wealth Management
California
$1.08K +$179 +1 +20%
1IA
1371
1620 Investment Advisors
Massachusetts
$992 – – –
HIA
1372
HFM Investment Advisors
New Jersey
$718 +$718 +4 New
Q1WB
1373
Quest 10 Wealth Builders
Virginia
$681 +$681 +4 New
HHGA
1374
Halbert Hargrove Global Advisors
California
$630 +$630 +4 New
CA
1375
Crewe Advisors
Utah
$538 – – –
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