We are live on ! Find out more
CHTR icon

Charter Communications

887 hedge funds and large institutions have $42B invested in Charter Communications in 2025 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 330 increasing their positions, 271 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 271

22% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 102

10% more capital invested

Capital invested by funds: $38.3B → $42B (+$3.67B)

1% more funds holding

Funds holding: 875887 (+12)

0.07% less ownership

Funds ownership: 73.28%73.21% (-0.07%)

7% less call options, than puts

Call options by funds: $783M | Put options by funds: $845M

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

Holders
887
Holders Change
+12
Holders Change %
+1.37%
% of All Funds
11.68%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.25%
New
124
Increased
330
Reduced
271
Closed
102
Calls
$783M
Puts
$845M
Net Calls
-$61.7M
Net Calls Change
+$129M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
401
CAPTRUST Financial Advisors
North Carolina
$1.02M +$162K +424 +20%
LP
402
LMR Partners
United Kingdom
$1.02M +$459K +1,200 +92%
BCI
403
Brinker Capital Investments
Pennsylvania
$988K +$15.7K +41 +2%
WIS
404
Wright Investors Service
Connecticut
$984K +$428K +1,117 +87%
BOTPPF
405
Board of the Pension Protection Fund
United Kingdom
$981K +$919K +2,400 New
CA
406
Clearstead Advisors
Ohio
$977K +$255K +667 +39%
FTWA
407
Fifth Third Wealth Advisors
Ohio
$977K -$90.3K -236 -9%
SRWM
408
Shira Ridge Wealth Management
California
$975K
P
409
&Partners
Tennessee
$972K +$437K +1,142 +92%
SWM
410
Sendero Wealth Management
Texas
$967K +$63.5K +166 +8%
Focus Partners Wealth
411
Focus Partners Wealth
Massachusetts
$965K -$872K -2,279 -49%
VSQM
412
V-Square Quantitative Management
Illinois
$959K +$14.2K +37 +2%
MML Investors Services
413
MML Investors Services
Massachusetts
$954K -$321K -839 -26%
AFM
414
Armstrong Fleming & Moore
District of Columbia
$950K +$890K +2,324 New
WA
415
Waverly Advisors
Alabama
$946K -$13.4K -35 -1%
DA
416
Denali Advisors
California
$943K +$421K +1,101 +91%
AWA
417
Arkadios Wealth Advisors
Georgia
$939K +$879K +2,296 New
CGH
418
Crossmark Global Holdings
Texas
$935K -$185K -483 -17%
GT
419
Greenleaf Trust
Michigan
$934K +$50.5K +132 +6%
HCL
420
Heard Capital LLC
Illinois
$933K
ACA
421
Atlas Capital Advisors
Wyoming
$919K +$41.7K +109 +5%
IMCOOI
422
Investment Management Corp of Ontario (IMCO)
Canada
$918K -$153K -400 -15%
Vontobel Holding
423
Vontobel Holding
Switzerland
$917K +$227K +594 +36%
DILIC
424
Dai-ichi Life Insurance Company
Japan
$915K
QI
425
Qtron Investments
Massachusetts
$910K +$513K +1,339 +151%

CHTR Hedge Fund Activity: Q2 2025 in Review

887 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Charter Communications (CHTR) for Q2 2025, worth a combined $42B — up 9.6% from $38.3B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new CHTR positions and 102 closed out — a net gain of 22 holders — while 330 added to existing stakes and 271 trimmed.

The largest buyer was BlackRock, adding an estimated $349M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $600M sold.

  • 887 institutional investors held Charter Communications (CHTR) as of Q2 2025, up from 875 in Q1 2025.
  • Funds reported $42B of Charter Communications stock for Q2 2025, up 9.6% quarter-over-quarter.
  • 124 funds opened new Charter Communications positions in Q2 2025 and 102 closed out, a net change of +22 holders.
  • The largest Charter Communications buyer in Q2 2025 was BlackRock, an estimated $349M added.
  • The largest Charter Communications seller in Q2 2025 was Capital Research Global Investors, an estimated $600M sold.

Based on aggregated 13F filings for Q2 2025.