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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
HBW
801
Hazlett, Burt & Watson
West Virginia
$4K
TWD
802
True Wealth Design
Ohio
$3.83K +$1.43K +4 +67%
WCM
803
WealthTrak Capital Management
Virginia
$3.69K +$1.79K +5 +100%
BGA
804
Battery Global Advisors
Massachusetts
$3.69K
FFO
805
Fortitude Family Office
Arizona
$3.69K
BCMLT
806
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.69K +$3.58K +10 New
HFS
807
Hughes Financial Services
Virginia
$3.34K +$3.22K +9 New
TFM
808
TFC Financial Management
Massachusetts
$2.95K -$3.94K -11 -58%
HWA
809
HHM Wealth Advisors
Tennessee
$2.95K
RAM
810
Riggs Asset Management
Pennsylvania
$2.95K
GEA
811
Glen Eagle Advisors
New Jersey
$2.95K -$4.29K -12 -60%
1IA
812
1620 Investment Advisors
Massachusetts
$2.95K
SS
813
Sunbelt Securities
Texas
$2.58K -$20.7K -58 -89%
FP
814
Financial Perspectives
Minnesota
$2.58K
VWM
815
Valley Wealth Managers
New Jersey
$2.58K
DWM
816
Dogwood Wealth Management
Kansas
$2.58K +$2.5K +7 New
NC
817
North Capital
Utah
$2.58K +$2.5K +7 New
NWM
818
Nova Wealth Management
Florida
$2.58K +$2.5K +7 New
CSC
819
Caldwell Sutter Capital
California
$2.21K -$2.5K -7 -54%
HCM
820
Hollencrest Capital Management
California
$2.21K
M
821
MOTCO
Texas
$2.21K
NL
822
NVWM LLC
Pennsylvania
$2.21K +$358 +1 +20%
CWC
823
Carolinas Wealth Consulting
North Carolina
$1.84K -$1.79K -5 -50%
HNW
824
High Note Wealth
Minnesota
$1.84K -$1.43K -4 -44%
CWP
825
Clark Wealth Partners
Illinois
$1.84K

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.