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Charter Communications

788 hedge funds and large institutions have $20.7B invested in Charter Communications in 2026 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 282 increasing their positions, 245 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $1.1B | Put options by funds: $890M

15% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 245

8% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 114

0% more capital invested

Capital invested by funds: $20.7B → $20.7B (+$851K)

1% less funds holding

Funds holding: 794788 (-6)

8.73% less ownership

Funds ownership: 76.71%67.98% (-8.7%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
788
Holders Change
-6
Holders Change %
-0.76%
% of All Funds
9.7%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.12%
New
123
Increased
282
Reduced
245
Closed
114
Calls
$1.1B
Puts
$890M
Net Calls
+$215M
Net Calls Change
-$72.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
501
Luther King Capital Management (LKCM)
Texas
$237K
IFWM
502
Institute for Wealth Management
Colorado
$234K -$6.72K -31 -3%
TAM
503
Trust Asset Management
Texas
$233K
OWP
504
ORG Wealth Partners
Texas
$231K +$134K +617 +136%
Northwestern Mutual Wealth Management
505
Northwestern Mutual Wealth Management
Wisconsin
$230K -$64.8K -299 -22%
WJWM
506
Williams Jones Wealth Management
New York
$229K -$26.4K -122 -10%
EWA
507
EverSource Wealth Advisors
Alabama
$229K +$24.3K +112 +12%
CFG
508
Citizens Financial Group
Rhode Island
$229K -$35.5K -164 -13%
SAI
509
Savvy Advisors Inc
New York
$229K +$7.8K +36 +4%
CPIG
510
Chicago Partners Investment Group
Illinois
$228K -$37.7K -174 -16%
CAU
511
Caxton Associates (UK)
$228K +$229K +1,056 New
PAG
512
Private Advisor Group
New Jersey
$226K -$292K -1,346 -56%
FFA
513
Florida Financial Advisors
Florida
$226K -$50.9K -235 -18%
PWG
514
Portside Wealth Group
Utah
$226K +$227K +1,048 New
PWS
515
Pursuit Wealth Strategies
North Carolina
$226K +$227K +1,047 New
ASN
516
Advisory Services Network
Georgia
$226K +$227K +1,047 New
CAG
517
Crestwood Advisors Group
Massachusetts
$225K +$226K +1,041 New
BOH
518
Bank of Hawaii
Hawaii
$224K
LCM
519
Legato Capital Management
California
$224K +$225K +1,039 New
VIP
520
Viewpoint Investment Partners
Alberta, Canada
$221K +$43.3K +200 +17%
QCG
521
Quadrant Capital Group
Ohio
$220K -$646K -2,980 -75%
EFP
522
Elser Financial Planning
Indiana
$214K +$217K +1,001 New
FT
523
Fiduciary Trust
Massachusetts
$211K -$5.85K -27 -3%
BPAMU
524
BTG Pactual Asset Management US
New York
$211K +$212K +977 New
AWM
525
Athena Wealth Management
Nevada
$210K +$210K +971 New