We are live on ! Find out more
CHTR icon

Charter Communications

780 hedge funds and large institutions have $14.2B invested in Charter Communications in 2026 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 285 increasing their positions, 237 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $1.31B | Put options by funds: $961M

20% more repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 237

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

11.3% more ownership

Funds ownership: 69.86%81.16% (+11%)

1% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 139

1% less funds holding

Funds holding: 790780 (-10)

33% less capital invested

Capital invested by funds: $21.3B → $14.2B (-$7.09B)

Holders
780
Holders Change
-10
Holders Change %
-1.27%
% of All Funds
9.42%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
141
Increased
285
Reduced
237
Closed
139
Calls
$1.31B
Puts
$961M
Net Calls
+$344M
Net Calls Change
+$129M
Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
851
Luther King Capital Management (LKCM)
Texas
-$237K -1,099 Closed
TAM
852
Trust Asset Management
Texas
-$233K -1,079 Closed
WJWM
853
Williams Jones Wealth Management
New York
-$229K -1,063 Closed
PAG
854
Private Advisor Group
New Jersey
-$226K -1,049 Closed
PWG
855
Portside Wealth Group
Utah
-$226K -1,048 Closed
PWS
856
Pursuit Wealth Strategies
North Carolina
-$226K -1,047 Closed
CAG
857
Crestwood Advisors Group
Massachusetts
-$225K -1,041 Closed
BOH
858
Bank of Hawaii
Hawaii
-$224K -1,039 Closed
LCM
859
Legato Capital Management
California
-$224K -1,039 Closed
QCG
860
Quadrant Capital Group
Ohio
-$220K -1,019 Closed
EFP
861
Elser Financial Planning
Indiana
-$214K -1,001 Closed
FT
862
Fiduciary Trust
Massachusetts
-$211K -978 Closed
BPAMU
863
BTG Pactual Asset Management US
New York
-$211K -977 Closed
AWM
864
Athena Wealth Management
Nevada
-$210K -971 Closed
SCP
865
Sivia Capital Partners
California
-$200K -928 Closed
HIIFS
866
Harel Insurance Investments & Financial Services
Israel
-$171K -792 Closed
SMFG
867
Sumitomo Mitsui Financial Group
Japan
-$151K -700 Closed
OWA
868
Opal Wealth Advisors
New York
-$73K -338 Closed
KFA
869
Kelleher Financial Advisors
New York
-$110K -270 Closed
TGY2IT
870
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
-$38.2K -177 Closed
SIS
871
Sound Income Strategies
Florida
-$27.7K -128 Closed
RFP
872
Root Financial Partners
California
-$18.4K -85 Closed
WPA
873
Wealth Preservation Advisors
Tennessee
-$17.1K -79 Closed
CCA
874
Catalyst Capital Advisors
New York
-$11.9K -55 Closed
WSFG
875
Wall Street Financial Group
Illinois
-$11.9K -55 Closed

CHTR Hedge Fund Activity: Q2 2026 in Review

780 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Charter Communications (CHTR) for Q2 2026, worth a combined $14.2B — down 33% from $21.3B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new CHTR positions and 139 closed out — a net gain of 2 holders — while 285 added to existing stakes and 237 trimmed.

The largest buyer was Eagle Capital Management (New York), adding an estimated $265M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $1.14B sold.

  • 780 institutional investors held Charter Communications (CHTR) as of Q2 2026, down from 790 in Q1 2026.
  • Funds reported $14.2B of Charter Communications stock for Q2 2026, down 33% quarter-over-quarter.
  • 141 funds opened new Charter Communications positions in Q2 2026 and 139 closed out, a net change of +2 holders.
  • The largest Charter Communications buyer in Q2 2026 was Eagle Capital Management (New York), an estimated $265M added.
  • The largest Charter Communications seller in Q2 2026 was Capital Research Global Investors, an estimated $1.14B sold.

Based on aggregated 13F filings for Q2 2026.