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Capital One

1,961 hedge funds and large institutions have $116B invested in Capital One in 2025 Q3 according to their latest regulatory filings, with 176 funds opening new positions, 789 increasing their positions, 659 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

4% less call options, than puts

Call options by funds: $1.38B | Put options by funds: $1.44B

14% less funds holding in top 10

Funds holding in top 10: 7665 (-11)

60.84% less ownership

Funds ownership: 146%85.17% (-61%)

Holders
1,961
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
65
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.38B
Puts
$1.44B
Net Calls
Net Calls Change

Top Buyers

1 +$446M
2 +$416M
3 +$365M
4
Franklin Resources
Franklin Resources
California
+$285M
5
Goldman Sachs
Goldman Sachs
New York
+$254M

Top Sellers

1 -$402M
2 -$300M
3 -$225M
4
Harris Associates
Harris Associates
Illinois
-$222M
5
BlackRock
BlackRock
New York
-$213M
Name Holding Trade Value Shares
Change
Change in
Stake
KC
1751
Knuff & Co
California
$95.9K
PMFA
1752
Plante Moran Financial Advisors
Michigan
$94.4K
GFWA
1753
Grey Fox Wealth Advisors
Delaware
$93.3K
CB
1754
Centennial Bank
Arkansas
$91.8K
GF
1755
GGM Financials
Ohio
$91.3K
PPC
1756
Park Place Capital
Alabama
$90.3K
BWL
1757
Bogart Wealth LLC
Virginia
$90.1K
BSB
1758
Bangor Savings Bank
Maine
$86.9K
MEG
1759
Millstone Evans Group
Colorado
$86.5K
EPIM
1760
Evelyn Partners Investment Management
$86.5K
AW
1761
Avion Wealth
Texas
$86K
JWM
1762
JPL Wealth Management
Colorado
$84.4K
BTD
1763
BankPlus Trust Department
Mississippi
$84.4K
SWP
1764
Strategic Wealth Partners
Ohio
$84K
RFG
1765
REAP Financial Group
Texas
$82.1K
OAJ
1766
Ogorek Anthony Joseph
New York
$81K
M
1767
MOTCO
Texas
$81K
MPW
1768
MASECO Private Wealth
$80.9K
PGAM
1769
Princeton Global Asset Management
New Jersey
$80.6K
VWWMG
1770
Vermillion & White Wealth Management Group
Pennsylvania
$79.9K
DAM
1771
Delta Asset Management
Tennessee
$78.7K
SVWA
1772
Sarver Vrooman Wealth Advisors
Missouri
$78.7K
KFPC
1773
KERR FINANCIAL PLANNING Corp
California
$77.7K
WA
1774
WPG Advisers
Maryland
$77.6K
SIS
1775
Sound Income Strategies
Florida
$76K