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Charter Communications

862 hedge funds and large institutions have $37.4B invested in Charter Communications in 2025 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 310 increasing their positions, 269 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
862
Holders Change
+9
Holders Change %
+1.06%
% of All Funds
11.71%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.3%
New
125
Increased
310
Reduced
269
Closed
99
Calls
$597M
Puts
$788M
Net Calls
-$191M
Net Calls Change
-$190M
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
426
HB Wealth Management
Georgia
$822K +$210K +571 +34%
SWM
427
Sendero Wealth Management
Texas
$810K -$415K -1,125 -34%
GT
428
Greenleaf Trust
Michigan
$793K +$22.8K +62 +3%
PI
429
PFG Investments
New York
$791K +$62.7K +170 +9%
ACA
430
Atlas Capital Advisors
Wyoming
$788K +$256K +695 +48%
SM
431
STF Management
Texas
$787K +$1.11K +3 +0.1%
CAPTRUST Financial Advisors
432
CAPTRUST Financial Advisors
North Carolina
$766K +$125K +340 +20%
JCIA
433
Jackson Creek Investment Advisors
Colorado
$765K +$494K +1,342 +183%
DC
434
Davenport & Co
Virginia
$756K +$1.84K +5 +0.2%
BBI
435
Baxter Bros Inc
Connecticut
$754K -$112K -305 -13%
IFWM
436
Institute for Wealth Management
Colorado
$750K +$164K +444 +28%
DA
437
Doliver Advisors
Texas
$745K -$50.9K -138 -6%
DS
438
DRW Securities
Illinois
$737K +$737K +2,000 New
Connor, Clark & Lunn Investment Management (CC&L)
439
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$733K -$438K -1,189 -37%
WI
440
WBI Investments
New Jersey
$733K +$733K +1,989 New
AI
441
Atria Investments
North Carolina
$732K +$336K +913 +85%
SC
442
Savant Capital
Illinois
$731K +$3.69K +10 +0.5%
FA
443
Fiduciary Alliance
South Carolina
$728K -$653K -1,772 -47%
CCM
444
Coldstream Capital Management
Washington
$725K -$29.1K -79 -4%
CVM
445
Cheviot Value Management
California
$724K
CWM
446
Circle Wealth Management
New Jersey
$724K -$183K -496 -20%
P
447
Pitcairn
Pennsylvania
$719K +$32.4K +88 +5%
Carson Wealth (CWM LLC)
448
Carson Wealth (CWM LLC)
Nebraska
$713K +$49K +133 +7%
YIA
449
YHB Investment Advisors
Connecticut
$700K -$287K -780 -29%
SCM
450
Stevens Capital Management
Pennsylvania
$692K +$692K +1,877 New