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Charter Communications

875 hedge funds and large institutions have $38.3B invested in Charter Communications in 2025 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 316 increasing their positions, 273 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 98

16% more repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 273

9% more capital invested

Capital invested by funds: $35B → $38.3B (+$3.29B)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

2% more funds holding

Funds holding: 862875 (+13)

1.33% more ownership

Funds ownership: 71.94%73.28% (+1.3%)

24% less call options, than puts

Call options by funds: $597M | Put options by funds: $788M

Holders
875
Holders Change
+13
Holders Change %
+1.51%
% of All Funds
11.73%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.29%
New
125
Increased
316
Reduced
273
Closed
98
Calls
$597M
Puts
$788M
Net Calls
-$191M
Net Calls Change
-$190M
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
401
Brown Advisory
Maryland
$997K +$10.4K +29 +1%
CK
402
Cohen Klingenstein
New York
$995K
LJHT
403
Laurie J. Hall Trustee
$993K
KRSITF
404
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$991K +$962K +2,689 New
QCM
405
Qsemble Capital Management
New York
$985K +$956K +2,672 New
Cambridge Investment Research Advisors
406
Cambridge Investment Research Advisors
Iowa
$984K -$70.5K -197 -7%
AGWCA
407
Annis Gardner Whiting Capital Advisors
Florida
$977K -$417K -1,166 -31%
IMCOOI
408
Investment Management Corp of Ontario (IMCO)
Canada
$975K +$35.8K +100 +4%
JF
409
Jump Financial
Illinois
$969K -$15.2M -42,632 -94%
FTWA
410
Fifth Third Wealth Advisors
Ohio
$967K -$47.9K -134 -5%
NP
411
NorthRock Partners
Minnesota
$966K +$21.8K +61 +2%
PIM
412
Plato Investment Management
Australia
$951K +$32.5K +91 +4%
SFA
413
Sequoia Financial Advisors
Ohio
$916K +$14.7K +41 +2%
HCM
414
Howard Capital Management
Georgia
$914K -$137K -383 -13%
STA
415
Summit Trail Advisors
New York
$905K +$130K +364 +17%
SRWM
416
Shira Ridge Wealth Management
California
$879K
BCI
417
Brinker Capital Investments
Pennsylvania
$876K -$752K -2,101 -47%
OPS
418
Orion Portfolio Solutions
Nebraska
$876K -$752K -2,101 -47%
WW
419
Winnow Wealth
Texas
$867K +$123K +344 +17%
SLI
420
Sumitomo Life Insurance
Japan
$866K -$5.01K -14 -0.6%
AWM
421
Axxcess Wealth Management
California
$866K +$44.7K +125 +6%
WA
422
Waverly Advisors
Alabama
$866K +$18.2K +51 +2%
BBL
423
Beck Bode LLC
Massachusetts
$863K +$838K +2,343 New
FRA
424
Frank Rimerman Advisors
California
$862K +$29K +81 +4%
GI
425
GAMMA Investing
California
$858K +$126K +351 +18%

CHTR Hedge Fund Activity: Q1 2025 in Review

875 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Charter Communications (CHTR) for Q1 2025, worth a combined $38.3B — up 9.4% from $35B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new CHTR positions and 98 closed out — a net gain of 27 holders — while 316 added to existing stakes and 273 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $582M. The largest seller was Eagle Capital Management (New York), cutting an estimated $333M.

  • 875 institutional investors held Charter Communications (CHTR) as of Q1 2025, up from 862 in Q4 2024.
  • Funds reported $38.3B of Charter Communications stock for Q1 2025, up 9.4% quarter-over-quarter.
  • 125 funds opened new Charter Communications positions in Q1 2025 and 98 closed out, a net change of +27 holders.
  • The largest Charter Communications buyer in Q1 2025 was Capital Research Global Investors, an estimated $582M added.
  • The largest Charter Communications seller in Q1 2025 was Eagle Capital Management (New York), an estimated $333M sold.

Based on aggregated 13F filings for Q1 2025.