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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
EML
476
Eos Management LP
New York
$572K
IWC
477
Integrated Wealth Concepts
Massachusetts
$563K +$178K +464 +51%
Empower Advisory Group
478
Empower Advisory Group
Colorado
$562K +$526K +1,374 New
KeyBank National Association
479
KeyBank National Association
Ohio
$554K
VFA
480
Valeo Financial Advisors
Indiana
$554K +$85.4K +223 +20%
CAM
481
Councilmark Asset Management
Tennessee
$548K +$2.3K +6 +0.4%
WJWM
482
Williams Jones Wealth Management
New York
$546K +$4.21K +11 +0.8%
RIL
483
Rothschild Investment LLC
Illinois
$541K +$3.44K +9 +0.7%
HWMO
484
Heritage Wealth Management (Ohio)
Ohio
$532K
BP
485
Ballentine Partners
Massachusetts
$524K
FM
486
Foster & Motley
Ohio
$522K
JWM
487
Jackson Wealth Management
Florida
$522K +$489K +1,278 New
S
488
SignatureFD
Georgia
$520K -$2.68K -7 -0.5%
CFG
489
Cooper Financial Group
California
$515K +$10.7K +28 +2%
KCM
490
Kathmere Capital Management
Pennsylvania
$511K +$143K +373 +43%
FHA
491
First Horizon Advisors
Tennessee
$510K +$200K +523 +72%
EWA
492
EP Wealth Advisors
California
$508K +$235K +614 +98%
JFG
493
Jefferies Financial Group
New York
$507K +$475K +1,240 New
CC
494
Corton Capital
Ontario, Canada
$506K +$474K +1,238 New
AL
495
Aspiriant LLC
California
$504K +$40.6K +106 +9%
Northwestern Mutual Wealth Management
496
Northwestern Mutual Wealth Management
Wisconsin
$503K +$56.3K +147 +14%
UB
497
UMB Bank
Missouri
$489K +$20.3K +53 +5%
AFG
498
Atomi Financial Group
New York
$488K +$17.2K +45 +4%
NWWA
499
New Wave Wealth Advisors
Arkansas
$485K +$454K +1,186 New
ACM
500
Aquatic Capital Management
Illinois
$483K -$2.64M -6,903 -85%

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.