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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
GAM
701
Generali Asset Management
Italy
$39.8K +$1.07K +3 +3%
HFS
702
Hantz Financial Services
Michigan
$38K +$36.8K +103 New
CAM
703
Costello Asset Management
Pennsylvania
$36.9K +$35.8K +100 New
LFG
704
Larson Financial Group
Missouri
$35.7K +$14.3K +40 +70%
MA
705
Montag & Associates
Georgia
$33.5K
BBHC
706
Brown Brothers Harriman & Co
New York
$32.8K -$6.08K -17 -16%
LI
707
LRI Investments
Florida
$32.1K -$40.1K -112 -56%
SWA
708
SOA Wealth Advisors
New York
$31.3K
SS
709
SBI Securities
Japan
$31.3K +$14.7K +41 +93%
SO
710
Sierra Ocean
California
$30.6K -$3.22K -9 -10%
DJSG
711
D.J. St. Germain
Massachusetts
$30.6K +$27.5K +77 +1,283%
AWM
712
AllSquare Wealth Management
New York
$30.2K
PMFA
713
Plante Moran Financial Advisors
Michigan
$29.1K
GFPC
714
Global Financial Private Client
Florida
$28.4K +$2.86K +8 +12%
Optiver Holding
715
Optiver Holding
Netherlands
$27.6K +$26.8K +75 New
SFCL
716
Strengthening Families & Communities LLC
Massachusetts
$26.9K +$32.2K +90 New
CA
717
CoreCap Advisors
Michigan
$26.9K -$715 -2 -3%
AA
718
Ancora Advisors
Ohio
$26.9K
JGIA
719
Jackson Grant Investment Advisers
Connecticut
$25.4K
SC
720
SouthState Corp
Florida
$25.4K +$24.7K +69 New
RA
721
Rise Advisors
New York
$25.1K -$5.37K -15 -18%
FFA
722
Frazier Financial Advisors
Ohio
$24.7K
HIA
723
Harbor Investment Advisory
Maryland
$24.3K +$1.79K +5 +8%
YDMI
724
Y.D. More Investments
Israel
$24.3K +$23.6K +66 New
CHC
725
City Holding Co
West Virginia
$24K

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.