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Charter Communications

787 hedge funds and large institutions have $20.7B invested in Charter Communications in 2026 Q1 according to their latest regulatory filings, with 122 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

7% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 114

0% more capital invested

Capital invested by funds: $20.7B → $20.7B (+$312K)

1% less funds holding

Funds holding: 794787 (-7)

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
787
Holders Change
-7
Holders Change %
-0.88%
% of All Funds
9.69%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.12%
New
122
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
CA
601
CoreCap Advisors
Michigan
$20.3K -$1.08K -5 -5%
AWM
602
Activest Wealth Management
Florida
$19.9K +$6.28K +29 +46%
WAG
603
Wilkerson Advisory Group
Missouri
$19.9K +$10.6K +49 +114%
RFP
604
Root Financial Partners
California
$18.4K +$10.4K +48 +130%
PTC
605
Private Trust Company
Ohio
$17.9K -$2.38K -11 -12%
DJSG
606
D.J. St. Germain
Massachusetts
$17.9K
GWM
607
Geneos Wealth Management
Colorado
$17.7K
LFG
608
Larson Financial Group
Missouri
$17.3K -$217 -1 -1%
PMFA
609
Plante Moran Financial Advisors
Michigan
$17.1K
MCM
610
MV Capital Management
Maryland
$17.1K +$9.53K +44 +126%
WPA
611
Wealth Preservation Advisors
Tennessee
$17.1K +$17.1K +79 New
MG
612
Mather Group
Illinois
$16.4K +$16.5K +76 New
SIC
613
SJS Investment Consulting
Ohio
$15.8K -$433 -2 -3%
AA
614
Ancora Advisors
Ohio
$15.8K -$4.98K -23 -24%
HWA
615
Heritage Wealth Advisors
Virginia
$15.5K
HIA
616
Harbor Investment Advisory
Maryland
$15.3K -$217 -1 -1%
JGIA
617
Jackson Grant Investment Advisers
Connecticut
$14.9K
SWA
618
SOA Wealth Advisors
New York
$14.9K
AssetMark Inc
619
AssetMark Inc
California
$14K -$3.68K -17 -21%
CHC
620
City Holding Co
West Virginia
$14K
BC
621
Barrett & Company
Rhode Island
$14K -$6.93K -32 -33%
SIC
622
Salem Investment Counselors
North Carolina
$13.8K +$13.9K +64 New
RBI
623
Raiffeisen Bank International
Austria
$13.7K +$13.4K +62 New
SWP
624
Strategic Wealth Partners
Ohio
$13.6K
SS
625
SBI Securities
Japan
$13K -$650 -3 -5%