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Charter Communications

875 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, 273 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

16% more repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 273

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: 862875 (+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
875
Holders Change
+13
Holders Change %
+1.51%
% of All Funds
11.73%
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
273
Closed
98
Calls
$597M
Puts
$788M
Net Calls
-$191M
Net Calls Change
-$190M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
751
Caldwell Trust
Florida
$12.5K
NC
752
NewSquare Capital
Pennsylvania
$12.5K +$9.3K +26 +325%
BCWM
753
Bartlett & Co Wealth Management
Ohio
$11.8K +$358 +1 +3%
FAM
754
Flaharty Asset Management
Florida
$11.8K +$11.4K +32 New
OSNBOA
755
Old Second National Bank of Aurora
Illinois
$11.1K -$3.94K -11 -27%
MCM
756
Manchester Capital Management
Vermont
$11.1K
CWM
757
Cranbrook Wealth Management
Michigan
$10.3K
PWMG
758
Private Wealth Management Group
New Jersey
$10.3K
AWM
759
Activest Wealth Management
Florida
$10.3K +$10K +28 New
LWCFA
760
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10.1K
WF
761
Wayfinding Financial
Washington
$10K +$10.4K +29 New
SWIM
762
Smallwood Wealth Investment Management
New Jersey
$9.95K +$9.66K +27 New
W
763
WealthCollab
Washington
$9.58K
DF
764
Dunhill Financial
United Kingdom
$8.87K -$1.07K -3 -11%
MLA
765
MB, Levis & Associates
Pennsylvania
$8.85K
SL
766
Salomon & Ludwin
Virginia
$8.48K
AFG
767
Albion Financial Group
Utah
$8.11K
MFA
768
McClarren Financial Advisors
Pennsylvania
$8K +$132K +368 New
HCP
769
Hexagon Capital Partners
Arkansas
$7.74K -$1.43K -4 -16%
RS
770
Rakuten Securities
Japan
$7.37K -$358 -1 -5%
AAG
771
Accordant Advisory Group
Maryland
$7.37K
FFL
772
Financial Freedom LLC
Ohio
$7.37K
OC
773
Oakworth Capital
Alabama
$7.37K
RFA
774
Reyes Financial Architecture
California
$7.37K
MA
775
MCF Advisors
Kentucky
$7.37K +$3.58K +10 +100%

CHTR Hedge Fund Activity: Q1 2025 in Review

875 of the 7,458 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 273 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.

  • 875 institutional investors held Charter Communications (CHTR) as of Q1 2025, up from 862 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.