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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
FRM
501
Fox Run Management
Connecticut
$449K +$436K +1,219 New
APG Asset Management
502
APG Asset Management
Netherlands
$445K -$63.7K -178 -12%
ACM
503
Argyle Capital Management
Pennsylvania
$444K -$10.4K -29 -2%
DA
504
Denali Advisors
California
$444K +$431K +1,205 New
CFM
505
Catalyst Funds Management
Australia
$442K +$429K +1,200 New
BCM
506
Blume Capital Management
California
$430K -$17.9K -50 -4%
FWIA
507
Fort Washington Investment Advisors
Ohio
$427K
ECM
508
Everence Capital Management
Indiana
$427K +$50.1K +140 +14%
DWT
509
Dorsey & Whitney Trust
South Dakota
$424K -$30K -84 -7%
BPA
510
Beacon Pointe Advisors
California
$423K +$1.43K +4 +0.3%
AFG
511
Atomi Financial Group
New York
$423K +$41.5K +116 +11%
UB
512
UMB Bank
Missouri
$422K +$35.1K +98 +9%
VFA
513
Valeo Financial Advisors
Indiana
$418K +$2.5K +7 +0.6%
RLH
514
RD Lewis Holdings
Florida
$416K
CI
515
CX Institutional
Indiana
$416K +$43.6K +122 +12%
AL
516
Aspiriant LLC
California
$416K +$6.08K +17 +2%
TAM
517
Trust Asset Management
Texas
$413K -$34.7K -97 -8%
WWM
518
Whalen Wealth Management
Nevada
$408K +$147K +412 +59%
SBFM
519
S-Bank Fund Management
Finland
$407K +$395K +1,104 New
Luther King Capital Management (LKCM)
520
Luther King Capital Management (LKCM)
Texas
$405K
Northwestern Mutual Wealth Management
521
Northwestern Mutual Wealth Management
Wisconsin
$399K -$44.4K -124 -10%
PFA
522
Pure Financial Advisors
California
$390K +$2.5K +7 +0.7%
N
523
Numerai
California
$388K +$377K +1,054 New
FT
524
Fiduciary Trust
Massachusetts
$387K -$97.6K -273 -21%
CCM
525
Cohen Capital Management
California
$382K

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.