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Capital One
COF

1,164 hedge funds and large institutions have $52.2B invested in Capital One in 2024 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 412 increasing their positions, 412 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 86

15% more capital invested

Capital invested by funds: $45.2B → $52.2B (+$7B)

6% more funds holding in top 10

Funds holding in top 10: 16 → 17 (+1)

2% more funds holding

Funds holding: 1,139 → 1,164 (+25)

1.85% more ownership

Funds ownership: 90.6% → 92.45% (+1.8%)

0% more repeat investments, than reductions

Existing positions increased: 412 | Existing positions reduced: 412

28% less call options, than puts

Call options by funds: $667M | Put options by funds: $924M

Holders
1,164
Holders Change
+25
Holders Change %
+2.19%
% of All Funds
16.77%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.24%
New
128
Increased
412
Reduced
412
Closed
86
Calls
$667M
Puts
$924M
Net Calls
-$257M
Net Calls Change
+$599M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$1.21B
2
Franklin Resources
Franklin Resources
California
+$475M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$319M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$249M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$137M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$422M
2
Harris Associates
Harris Associates
Illinois
-$387M
3
Capital World Investors
Capital World Investors
California
-$346M
4
DSA
Davis Selected Advisers
Arizona
-$165M
5
Goldman Sachs
Goldman Sachs
New York
-$139M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.6B +$30.7M +226,720 +0.7%
BlackRock
2
BlackRock
New York
$3.72B +$34.5M +254,892 +1%
Dodge & Cox
3
Dodge & Cox
California
$3.63B -$113M -837,781 -3%
Capital Research Global Investors
4
Capital Research Global Investors
California
$3.15B +$1.21B +8,900,241 +73%
State Street
5
State Street
Massachusetts
$2.49B +$46.3M +341,860 +2%
Harris Associates
6
Harris Associates
Illinois
$2.4B -$387M -2,857,516 -15%
Berkshire Hathaway
7
Berkshire Hathaway
Nebraska
$1.86B – – –
Capital World Investors
8
Capital World Investors
California
$1.85B -$346M -2,553,999 -17%
DSA
9
Davis Selected Advisers
Arizona
$1.44B -$165M -1,216,298 -11%
Fisher Asset Management
10
Fisher Asset Management
Washington
$1.41B -$13.8M -101,784 -1%
Aristotle Capital Management
11
Aristotle Capital Management
California
$1.27B -$39.5M -291,411 -3%
JP Morgan Chase
12
JP Morgan Chase
New York
$1.25B +$40M +295,678 +4%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$1.13B +$37.9M +279,591 +4%
Pzena Investment Management
14
Pzena Investment Management
New York
$1.09B -$61.4M -453,478 -6%
Franklin Resources
15
Franklin Resources
California
$1.02B +$475M +3,510,310 +104%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$876M +$319M +2,356,818 +67%
Eagle Capital Management (New York)
17
Eagle Capital Management (New York)
New York
$801M -$17.3M -127,596 -2%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$729M +$249M +1,837,651 +60%
Northern Trust
19
Northern Trust
Illinois
$559M -$5.05M -37,274 -1%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$545M -$25.6M -188,812 -5%
Morgan Stanley
21
Morgan Stanley
New York
$525M -$422M -3,118,209 -47%
ClearBridge Investments
22
ClearBridge Investments
New York
$517M +$74.4M +549,665 +19%
Bank of America
23
Bank of America
North Carolina
$517M +$39.5M +291,361 +9%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$481M -$8.97M -66,271 -2%
RCG
25
Ruane, Cunniff & Goldfarb
New York
$440M -$36.9M -272,466 -8%
1
2 3 4 5

COF Hedge Fund Activity: Q1 2024 in Review

1,164 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Capital One (COF) for Q1 2024, worth a combined $52.2B — up 15% from $45.2B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new COF positions and 86 closed out — a net gain of 42 holders — while 412 added to existing stakes and 412 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $1.21B. The largest seller was Morgan Stanley, cutting an estimated $422M.

  • 1,164 institutional investors held Capital One (COF) as of Q1 2024, up from 1,139 in Q4 2023.
  • Funds reported $52.2B of Capital One stock for Q1 2024, up 15% quarter-over-quarter.
  • 128 funds opened new Capital One positions in Q1 2024 and 86 closed out, a net change of +42 holders.
  • The largest Capital One buyer in Q1 2024 was Capital Research Global Investors, an estimated $1.21B added.
  • The largest Capital One seller in Q1 2024 was Morgan Stanley, an estimated $422M sold.

Based on aggregated 13F filings for Q1 2024.