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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
HWP
776
Highline Wealth Partners
California
$7K +$5.01K +14 +280%
CPG
777
Cornerstone Planning Group
New Jersey
$6.75K +$2.15K +6 +43%
S
778
Sachetta
Massachusetts
$6.63K -$715 -2 -10%
CWM
779
Compass Wealth Management
Connecticut
$6.63K
EDRH
780
Edmond de Rothschild Holding
Switzerland
$6.63K
LWANC
781
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.27K
PWA
782
Physician Wealth Advisors
Utah
$6.27K +$2.15K +6 +55%
PWA
783
Provenance Wealth Advisors
Florida
$6.26K
WA
784
WPG Advisers
Maryland
$6.26K +$4.65K +13 +325%
AW
785
Avion Wealth
Texas
$6K
WA
786
Whipplewood Advisors
Colorado
$5.9K -$1.79K -5 -31%
PFSC
787
Peoples Financial Services Corp
Pennsylvania
$5.9K
GIS
788
Grayhawk Investment Strategies
Alberta, Canada
$5.53K
PFA
789
Pillar Financial Advisors
Kentucky
$5.53K +$5.37K +15 New
AWM
790
Abound Wealth Management
Tennessee
$5.34K -$715 -2 -12%
TCM
791
Tradewinds Capital Management
Washington
$5.16K
CIAS
792
CBIZ Investment Advisory Services
Ohio
$5.16K -$1.07K -3 -18%
AIC
793
Archer Investment Corporation
Indiana
$5.16K +$2.5K +7 +100%
BWAM
794
Boyd Watterson Asset Management
Ohio
$4.79K
SIC
795
SJS Investment Consulting
Ohio
$4.79K +$1.43K +4 +44%
OP
796
ORG Partners
Indiana
$4.45K
BIA
797
Bell Investment Advisors
California
$4.42K -$358 -1 -8%
Kayne Anderson Rudnick Investment Management
798
Kayne Anderson Rudnick Investment Management
California
$4.42K -$2.5K -7 -37%
MWM
799
MorganRosel Wealth Management
Colorado
$4.42K +$4.29K +12 New
FG
800
Fairman Group
Pennsylvania
$4.11K

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.