COF icon

Capital One
COF

Overview Fund Activity

1,933 hedge funds and large institutions have $119B invested in Capital One in 2025 Q2 according to their latest regulatory filings, with 639 funds opening new positions, 996 increasing their positions, 184 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,933
Holders Change
+549
Holders Change %
+39.67%
% of All Funds
25.92%
Holding in Top 10
76
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+111.11%
% of All Funds
1.02%
New
639
Increased
996
Reduced
184
Closed
64
Calls
$1.53B
Puts
$1.24B
Net Calls
+$291M
Net Calls Change
-$651M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$5.13B
2
BlackRock
BlackRock
New York
+$4.84B
3
Capital World Investors
Capital World Investors
California
+$4.75B
4
State Street
State Street
Massachusetts
+$2.29B
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.16B

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$728M
2
Millennium Management
Millennium Management
New York
-$288M
3
ClearBridge Investments
ClearBridge Investments
New York
-$213M
4
EC
Eminence Capital
New York
-$144M
5
Fisher Asset Management
Fisher Asset Management
Washington
-$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
FG
1426
Foster Group
Iowa
$311K +$311K +1,461 New
KA
1427
Klingman & Associates
New York
$310K +$310K +1,459 New
MCC
1428
Money Concepts Capital
Florida
$310K +$18.1K +85 +6%
AGC
1429
Aspen Grove Capital
Colorado
$309K +$309K +1,451 New
NWM
1430
Northwest Wealth Management
Iowa
$308K +$308K +1,450 New
BB
1431
Bell Bank
North Dakota
$308K +$308K +1,446 New
PCH
1432
PGIM Custom Harvest
New Jersey
$308K +$308K +1,445 New
FFA
1433
Fi3 Financial Advisors
Indiana
$307K +$307K +1,443 New
RFP
1434
Root Financial Partners
California
$307K +$307K +1,443 New
DA
1435
Doliver Advisors
Texas
$306K -$3.4K -16 -1%
CAI
1436
Capital Advisors Inc
Oklahoma
$305K +$305K +1,434 New
GFPC
1437
Global Financial Private Client
Florida
$305K +$158K +744 +108%
KWA
1438
Kingswood Wealth Advisors
California
$304K +$304K +1,428 New
RCM
1439
Requisite Capital Management
Texas
$303K +$36.2K +170 +14%
HPM
1440
Hoxton Planning & Management
West Virginia
$303K +$303K +1,422 New
AW
1441
Atlas Wealth
Ohio
$302K +$302K +1,402 New
CBOR
1442
Community Bank of Raymore
Missouri
$301K +$301K +1,416 New
FMP
1443
Financial Management Professionals
Texas
$301K +$19.1K +90 +7%
LS
1444
Leelyn Smith
Illinois
$301K +$301K +1,415 New
MCM
1445
Marathon Capital Management
Maryland
$300K -$5.32K -25 -2%
EBA
1446
Eagle Bay Advisors
New York
$299K +$10.4K +49 +4%
MHC
1447
Meyer Handelman Company
New York
$299K +$299K +1,404 New
IAMOG
1448
Investors Asset Management of Georgia
Georgia
$299K +$299K +1,403 New
PL
1449
Perpetual Ltd
Australia
$298K +$298K +1,402 New
BFA
1450
Beacon Financial Advisory
Ohio
$298K +$298K +1,401 New
56 57
58
59 60