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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
GBT
651
Grove Bank & Trust
Florida
$158K +$101K +281 +191%
SW
652
SVB Wealth
Massachusetts
$155K -$121K -338 -45%
SAM
653
Smartleaf Asset Management
Massachusetts
$151K +$11.8K +33 +9%
LC
654
Lindbrook Capital
California
$143K +$25.8K +72 +23%
ADL
655
Asset Dedication LLC
California
$138K -$1.79K -5 -1%
OWA
656
Opal Wealth Advisors
New York
$138K +$134K +374 New
C
657
Covestor
United Kingdom
$127K -$14.7K -41 -11%
CF
658
Centaurus Financial
California
$117K +$4.29K +12 +4%
BBPWM
659
Blue Bell Private Wealth Management
Pennsylvania
$107K
CH
660
Cromwell Holdings
Wyoming
$104K +$34.3K +96 +52%
WTC
661
WhitTier Trust Company
Nevada
$104K
SIM
662
Sentry Investment Management
Wisconsin
$102K +$22.5K +63 +26%
MHR
663
Matthew Hamilton Rosenberg
$102K
MPWT
664
MassMutual Private Wealth & Trust
Connecticut
$97.3K +$21.5K +60 +29%
AF
665
Allworth Financial
California
$94.8K +$9.66K +27 +11%
GM
666
GeoWealth Management
Illinois
$91.8K -$39.7K -111 -31%
GIA
667
GHP Investment Advisors
Colorado
$91.3K -$12.2K -34 -12%
GWM
668
Geneos Wealth Management
Colorado
$82.6K +$20.7K +58 +149%
VCM
669
Versant Capital Management
Arizona
$80.7K
HPC
670
HM Payson & Co
Maine
$79.2K
PK
671
Pflug Koory
Nebraska
$75.2K
ST
672
Smithfield Trust
Pennsylvania
$75K
IA
673
IFP Advisors
Florida
$73.5K -$93.4K -261 -57%
PFBT
674
Parkside Financial Bank & Trust
Missouri
$69.3K +$11.1K +31 +20%
TWC
675
TD Waterhouse Canada
Ontario, Canada
$68.6K

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.