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Capital One

1,959 hedge funds and large institutions have $119B invested in Capital One in 2025 Q2 according to their latest regulatory filings, with 647 funds opening new positions, 1,010 increasing their positions, 186 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

866% more first-time investments, than exits

New positions opened: 647 | Existing positions closed: 67

443% more repeat investments, than reductions

Existing positions increased: 1,010 | Existing positions reduced: 186

111% more funds holding in top 10

Funds holding in top 10: 3676 (+40)

81% more capital invested

Capital invested by funds: $65.8B → $119B (+$53B)

50.76% more ownership

Funds ownership: 95.5%146.26% (+51%)

40% more funds holding

Funds holding: 1,4001,959 (+559)

24% more call options, than puts

Call options by funds: $1.53B | Put options by funds: $1.24B

Holders
1,959
Holders Change
+559
Holders Change %
+39.93%
% of All Funds
25.79%
Holding in Top 10
76
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+111.11%
% of All Funds
1%
New
647
Increased
1,010
Reduced
186
Closed
67
Calls
$1.53B
Puts
$1.24B
Net Calls
+$291M
Net Calls Change
-$651M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
1926
HighMark Wealth Management
Minnesota
$4.25K +$3.73K +20 New
NMG
1927
New Millennium Group
Utah
$4.04K
DI
1928
DAGCO Inc
Ohio
$4.04K +$2.24K +12 +171%
CIAM
1929
Caitong International Asset Management
Hong Kong
$4.04K +$3.36K +18 +1,800%
CFFP
1930
Center for Financial Planning
Michigan
$3.83K +$3.36K +18 New
TIM
1931
Total Investment Management
Arizona
$3.83K +$3.36K +18 New
KWM
1932
Kiker Wealth Management
Georgia
$3.19K
FNWA
1933
Financial Network Wealth Advisors
Utah
$3.19K +$2.8K +15 New
PA
1934
Pineridge Advisors
Missouri
$2.99K +$2.61K +14 New
WA
1935
WestEnd Advisors
North Carolina
$2.98K +$373 +2 +17%
EWM
1936
Evolution Wealth Management
Florida
$2.98K +$2.61K +14 New
QWM
1937
Quaker Wealth Management
New Jersey
$2.98K +$2.61K +14 New
HHGA
1938
Halbert Hargrove Global Advisors
California
$2.55K +$1.49K +8 +200%
EPW
1939
Evergreen Private Wealth
Colorado
$2.34K +$2.05K +11 New
RS
1940
Rakuten Securities
Japan
$2.13K -$3.73K -20 -67%
MAWAG
1941
Mid-American Wealth Advisory Group
Missouri
$2.13K +$1.87K +10 New
PWM
1942
Puff Wealth Management
New Jersey
$1.93K +$1.68K +9 New
CWM
1943
Cranbrook Wealth Management
Michigan
$1.92K +$1.68K +9 New
NRG
1944
Nemes Rush Group
Michigan
$1.92K +$1.68K +9 New
TCM
1945
TD Capital Management
Tennessee
$1.75K +$1.49K +8 New
FWM
1946
FSA Wealth Management
Massachusetts
$1.7K +$1.49K +8 New
CTWM
1947
Cherry Tree Wealth Management
Minnesota
$1.6K
DF
1948
DecisionPoint Financial
Arizona
$1.51K +$1.31K +7 New
Q1WB
1949
Quest 10 Wealth Builders
Virginia
$1.45K +$560 +3 +75%
RPA
1950
Redwood Park Advisors
California
$1.28K -$11.9K -64 -91%

COF Hedge Fund Activity: Q2 2025 in Review

1,959 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Capital One (COF) for Q2 2025, worth a combined $119B — up 81% from $65.8B a quarter earlier.

Buyers outnumbered sellers: 647 funds opened new COF positions and 67 closed out — a net gain of 580 holders — while 1,010 added to existing stakes and 186 trimmed.

The largest buyer was Vanguard Group, adding an estimated $4.5B. The largest seller was Dodge & Cox, cutting an estimated $638M.

  • 1,959 institutional investors held Capital One (COF) as of Q2 2025, up from 1,400 in Q1 2025.
  • Funds reported $119B of Capital One stock for Q2 2025, up 81% quarter-over-quarter.
  • 647 funds opened new Capital One positions in Q2 2025 and 67 closed out, a net change of +580 holders.
  • The largest Capital One buyer in Q2 2025 was Vanguard Group, an estimated $4.5B added.
  • The largest Capital One seller in Q2 2025 was Dodge & Cox, an estimated $638M sold.

Based on aggregated 13F filings for Q2 2025.