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Capital One

1,358 hedge funds and large institutions have $64B invested in Capital One in 2024 Q4 according to their latest regulatory filings, with 237 funds opening new positions, 459 increasing their positions, 463 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 237 | Existing positions closed: 81

57% more funds holding in top 10

Funds holding in top 10: 2133 (+12)

23% more capital invested

Capital invested by funds: $52.1B → $64B (+$12B)

23% more call options, than puts

Call options by funds: $1.16B | Put options by funds: $947M

11% more funds holding

Funds holding: 1,2231,358 (+135)

3.37% more ownership

Funds ownership: 90.97%94.34% (+3.4%)

1% less repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 463

Holders
1,358
Holders Change
+135
Holders Change %
+11.04%
% of All Funds
17.89%
Holding in Top 10
33
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+57.14%
% of All Funds
0.43%
New
237
Increased
459
Reduced
463
Closed
81
Calls
$1.16B
Puts
$947M
Net Calls
+$216M
Net Calls Change
+$356M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.66B +$40.7M +234,863 +0.7%
BlackRock
2
BlackRock
New York
$4.89B +$320M +1,848,152 +7%
Dodge & Cox
3
Dodge & Cox
California
$3.08B -$238M -1,377,295 -7%
State Street
4
State Street
Massachusetts
$3B +$53M +306,389 +2%
Harris Associates
5
Harris Associates
Illinois
$2.12B -$449M -2,593,410 -18%
Capital Research Global Investors
6
Capital Research Global Investors
California
$2.1B -$1.06B -6,128,125 -34%
JP Morgan Chase
7
JP Morgan Chase
New York
$2.04B +$341M +1,971,596 +21%
Franklin Resources
8
Franklin Resources
California
$1.91B +$57.4M +331,595 +3%
DSA
9
Davis Selected Advisers
Arizona
$1.65B -$65.7M -379,355 -4%
Fisher Asset Management
10
Fisher Asset Management
Washington
$1.62B -$105M -608,011 -6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.47B +$35.9M +207,427 +3%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$1.44B +$249M +1,436,935 +22%
Aristotle Capital Management
13
Aristotle Capital Management
California
$1.43B -$27.5M -158,738 -2%
Berkshire Hathaway
14
Berkshire Hathaway
Nebraska
$1.33B -$286M -1,650,000 -18%
Pzena Investment Management
15
Pzena Investment Management
New York
$1.1B -$134M -771,836 -11%
Eagle Capital Management (New York)
16
Eagle Capital Management (New York)
New York
$955M +$249K +1,438 +0%
Bank of America
17
Bank of America
North Carolina
$819M +$112M +646,351 +16%
Northern Trust
18
Northern Trust
Illinois
$791M +$137M +793,765 +22%
Morgan Stanley
19
Morgan Stanley
New York
$775M +$128M +739,148 +20%
Capital World Investors
20
Capital World Investors
California
$762M -$502M -2,899,525 -40%
Invesco
21
Invesco
Georgia
$734M +$199M +1,148,443 +39%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$715M +$52.8M +304,833 +8%
ClearBridge Investments
23
ClearBridge Investments
New York
$680M -$47M -271,610 -7%
Norges Bank
24
Norges Bank
Norway
$590M -$79.8M -460,836 -12%
Millennium Management
25
Millennium Management
New York
$584M +$475M +2,743,525 +516%

COF Hedge Fund Activity: Q4 2024 in Review

1,358 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Capital One (COF) for Q4 2024, worth a combined $64B — up 23% from $52.1B a quarter earlier.

Buyers outnumbered sellers: 237 funds opened new COF positions and 81 closed out — a net gain of 156 holders — while 459 added to existing stakes and 463 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $560M. The largest seller was Capital Research Global Investors, cutting an estimated $1.06B.

  • 1,358 institutional investors held Capital One (COF) as of Q4 2024, up from 1,223 in Q3 2024.
  • Funds reported $64B of Capital One stock for Q4 2024, up 23% quarter-over-quarter.
  • 237 funds opened new Capital One positions in Q4 2024 and 81 closed out, a net change of +156 holders.
  • The largest Capital One buyer in Q4 2024 was Lone Pine Capital, an estimated $560M added.
  • The largest Capital One seller in Q4 2024 was Capital Research Global Investors, an estimated $1.06B sold.

Based on aggregated 13F filings for Q4 2024.