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Capital One
COF

Overview Fund Activity

1,934 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
1,934
Holders Change
+550
Holders Change %
+39.74%
% 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 %
QPW
1501
Quantum Private Wealth
Florida
$268K – – –
ICP
1502
Impact Capital Partners
Colorado
$268K +$268K +1,259 New
DC
1503
Diametric Capital
Massachusetts
$267K +$267K +1,257 New
LTAS
1504
Linden Thomas Advisory Services
North Carolina
$267K -$74K -348 -22%
FB
1505
First Bancorp
Maine
$267K +$267K +1,255 New
EB
1506
Eastern Bank
Massachusetts
$266K +$204K +957 +329%
HA
1507
Helium Advisors
Washington
$265K +$15.7K +74 +6%
CFG
1508
Carter Financial Group
Illinois
$264K +$264K +1,241 New
SB
1509
Strategic Blueprint
Georgia
$263K +$263K +1,238 New
LWM
1510
LJI Wealth Management
Indiana
$262K – – –
CWG
1511
Crown Wealth Group
North Carolina
$261K +$261K +1,228 New
JTWM
1512
Jackson Thornton Wealth Management
Alabama
$261K +$261K +1,198 New
OC
1513
Oakworth Capital
Alabama
$260K +$242K +1,136 +1,321%
CWM
1514
Chesapeake Wealth Management
Virginia
$260K +$5.32K +25 +2%
OPA
1515
Old Port Advisors
Maine
$259K +$4.26K +20 +2%
RG
1516
Rathbones Group
United Kingdom
$259K +$259K +1,217 New
CWA
1517
Consilio Wealth Advisors
Washington
$258K +$258K +1,222 New
FFB
1518
First Financial Bankshares
Texas
$257K +$257K +1,209 New
PWA
1519
Primoris Wealth Advisors
Florida
$256K +$256K +1,204 New
FG
1520
Fiduciary Group
Georgia
$256K +$256K +1,203 New
MCCP
1521
Mission Creek Capital Partners
California
$256K +$256K +1,202 New
CWM
1522
Centurion Wealth Management
Virginia
$256K -$27.4K -129 -10%
PIA
1523
Perennial Investment Advisors
California
$255K +$255K +1,200 New
FCMC
1524
Founders Capital Management (Connecticut)
Connecticut
$255K – – –
KRW
1525
Kaufman Rossin Wealth
Florida
$255K +$255K +1,197 New
59 60
61
62 63