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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
SW
626
SteelPeak Wealth
California
$215K +$209K +583 New
IAA
627
Independent Advisor Alliance
North Carolina
$214K +$208K +582 New
SEIA
628
Signature Estate & Investment Advisors
California
$213K -$11.1K -31 -5%
IWM
629
IHT Wealth Management
Illinois
$211K +$205K +573 New
TCWM
630
Total Clarity Wealth Management
Illinois
$210K
AFT
631
Alpha Family Trust
California
$210K -$26.8K -75 -12%
DI
632
Diligent Investors
California
$210K +$204K +569 New
SWM
633
Sculati Wealth Management
Michigan
$208K +$202K +565 New
WAM
634
Walker Asset Management
Missouri
$207K +$201K +563 New
NG
635
Norden Group
Utah
$207K -$43.3K -121 -18%
ECM
636
Evergreen Capital Management
Washington
$206K +$200K +559 New
MFG
637
Merit Financial Group
Georgia
$205K +$199K +555 New
FPAS
638
Focus Partners Advisor Solutions
Missouri
$203K +$197K +551 New
GL
639
Graypoint LLC
New York
$202K +$196K +547 New
TIAA Trust, National Association
640
TIAA Trust, National Association
North Carolina
$200K -$207K -579 -52%
PIA
641
Powell Investment Advisors
Florida
$200K +$195K +544 New
SQA
642
Simon Quick Advisors
New Jersey
$200K +$194K +543 New
AAP
643
Arax Advisory Partners
Colorado
$191K -$16.8K -47 -8%
FFA
644
Farther Finance Advisors
California
$185K +$68K +190 +62%
CTC
645
Central Trust Company
Missouri
$184K -$59.7K -167 -25%
CI Investments Inc
646
CI Investments Inc
Ontario, Canada
$184K -$12.5K -35 -7%
NSIM
647
North Star Investment Management
Illinois
$182K
WPWM
648
Western Pacific Wealth Management
Illinois
$171K
PCM
649
Penserra Capital Management
California
$171K -$80.8K -226 -33%
PS
650
Principal Securities
Iowa
$169K

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.