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Charter Communications

876 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, 274 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

15% more repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 274

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: 863876 (+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
876
Holders Change
+13
Holders Change %
+1.51%
% of All Funds
11.74%
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
274
Closed
98
Calls
$597M
Puts
$788M
Net Calls
-$191M
Net Calls Change
-$190M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
451
Coldstream Capital Management
Washington
$725K -$28.3K -79 -4%
CVM
452
Cheviot Value Management
California
$724K
CWM
453
Circle Wealth Management
New Jersey
$724K -$177K -496 -20%
P
454
Pitcairn
Pennsylvania
$719K +$31.5K +88 +5%
Carson Wealth (CWM LLC)
455
Carson Wealth (CWM LLC)
Nebraska
$713K +$47.6K +133 +7%
YIA
456
YHB Investment Advisors
Connecticut
$700K -$279K -780 -29%
SCM
457
Stevens Capital Management
Pennsylvania
$692K +$671K +1,877 New
ARMT
458
Amica Retiree Medical Trust
Rhode Island
$691K -$160K -448 -19%
DMBA
459
Deseret Mutual Benefit Administrators
Utah
$681K +$202K +564 +44%
IPAM
460
ICICI Prudential Asset Management
India
$671K -$11.1K -31 -2%
SC
461
Savant Capital
Illinois
$650K -$74.8K -209 -11%
TCMP
462
Thrive Capital Management (Pennsylvania)
Pennsylvania
$647K +$628K +1,756 New
ETC
463
Exchange Traded Concepts
Oklahoma
$647K +$8.59K +24 +1%
CA
464
Clearstead Advisors
Ohio
$635K +$715 +2 +0.1%
MSA
465
MUFG Securities Americas
New York
$630K +$101K +281 +20%
PAM
466
Panagora Asset Management
Massachusetts
$628K +$73.3K +205 +14%
VI
467
Vestcor Inc
New Brunswick, Canada
$625K +$1.43K +4 +0.2%
PWMG
468
Prestige Wealth Management Group
New Jersey
$625K +$4.65K +13 +0.8%
Vontobel Holding
469
Vontobel Holding
Switzerland
$608K +$119K +332 +25%
FFM
470
Forum Financial Management
Illinois
$603K +$143K +401 +32%
QCG
471
Quadrant Capital Group
Ohio
$598K +$316K +883 +119%
PP
472
Prudential plc
United Kingdom
$594K -$414K -1,158 -42%
KAS
473
Kestra Advisory Services
Texas
$592K -$42.6K -119 -7%
AWM
474
Apollon Wealth Management
South Carolina
$588K +$80.1K +224 +16%
MYAM
475
Meiji Yasuda Asset Management
Japan
$587K +$97.6K +273 +21%

CHTR Hedge Fund Activity: Q1 2025 in Review

876 of the 7,459 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 274 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.

  • 876 institutional investors held Charter Communications (CHTR) as of Q1 2025, up from 863 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.