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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
PWA
851
Principia Wealth Advisory
Texas
$1.04K +$358 +1 +50%
CAL
852
Capital Analysts LLC
Pennsylvania
$1K
FPB
853
First PREMIER Bank
South Dakota
$1K
TFGT
854
TS Financial Group (TSFG)
Illinois
$1K
TCA
855
Trifecta Capital Advisors
Illinois
$738
VWA
856
Valued Wealth Advisors
Utah
$738
BI
857
Binnacle Investments
Iowa
$738 +$715 +2 New
HIA
858
HFM Investment Advisors
New Jersey
$738 +$715 +2 New
HC
859
Hara Capital
Washington
$737 -$715 -2 -50%
CA
860
Continuum Advisory
Idaho
$737
JFG
861
JDM Financial Group
Texas
$737
WA
862
WestEnd Advisors
North Carolina
$737 +$358 +1 +100%
CFD
863
Creative Financial Designs
Indiana
$737 +$715 +2 New
FCAS
864
First Command Advisory Services
Texas
$737 +$715 +2 New
KWM
865
Kiker Wealth Management
Georgia
$737 +$715 +2 New
NB
866
NBT Bank
New York
$737 +$715 +2 New
Q1WB
867
Quest 10 Wealth Builders
Virginia
$453 +$358 +1 New
FGA
868
Fortis Group Advisors
New Jersey
$369
FFWM
869
Future Financial Wealth Management
Ohio
$369
KPP
870
Kings Path Partners
Texas
$369
MSG
871
Main Street Group
Virginia
$369
PIS
872
POM Investment Strategies
North Carolina
$369
ACA
873
American Capital Advisory
Idaho
$369 +$358 +1 New
RWM
874
Rialto Wealth Management
New York
$369 +$358 +1 New
T
875
Transce3nd
Texas
$369 +$358 +1 New

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.