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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
BIG
576
Brooklyn Investment Group
New York
$272K +$24.3K +68 +10%
LS
577
Livforsakringsbolaget Skandia
Sweden
$272K
CWM
578
Congress Wealth Management
Massachusetts
$271K +$42.6K +119 +19%
EFG
579
Everhart Financial Group
Ohio
$270K +$262K +733 New
Acadian Asset Management
580
Acadian Asset Management
Massachusetts
$270K +$215K +600 +451%
FHA
581
First Horizon Advisors
Tennessee
$267K -$358 -1 -0.1%
CAM
582
Claret Asset Management
Quebec, Canada
$266K -$258K -722 Closed
DWM
583
Defined Wealth Management
Oregon
$265K
AAF
584
Andra AP-fonden
Sweden
$262K +$254K +711 New
PA
585
Parallel Advisors
California
$256K -$5.72K -16 -2%
DOA
586
D'Orazio & Associates
Virginia
$254K -$24.7K -69 -9%
NA
587
NewEdge Advisors
Louisiana
$253K -$8.94K -25 -4%
AWS
588
Aspen Wealth Strategies
Colorado
$252K
SCM
589
SCS Capital Management
Massachusetts
$251K +$244K +682 New
CRI
590
Colonial River Investments
Virginia
$251K -$61.9K -173 -20%
FWCM
591
Ferguson Wellman Capital Management
Oregon
$251K
ATC
592
Argent Trust Co
Tennessee
$250K
CWM
593
Centricity Wealth Management
Ohio
$248K
MCM
594
MAI Capital Management
Ohio
$246K -$9.66K -27 -4%
HNB
595
Huntington National Bank
Ohio
$245K -$15.7K -44 -6%
CFG
596
Citizens Financial Group
Rhode Island
$244K +$237K +662 New
CWM
597
Chemistry Wealth Management
New York
$243K
CIA
598
Choate Investment Advisors
Massachusetts
$241K +$5.72K +16 +3%
AWA
599
Aaron Wealth Advisors
Illinois
$240K -$7.15K -20 -3%
BCM
600
Brookstone Capital Management
Illinois
$237K +$15K +42 +7%

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.