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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
Mackenzie Financial
126
Mackenzie Financial
Ontario, Canada
$16.1M +$306K +855 +2%
Squarepoint
127
Squarepoint
New York
$16M -$30.8M -86,009 -66%
AAM
128
Advisors Asset Management
Colorado
$16M +$291K +814 +2%
Walleye Capital
129
Walleye Capital
New York
$16M +$14.6M +40,692 +1,549%
Toronto Dominion Bank
130
Toronto Dominion Bank
Ontario, Canada
$15.6M +$3.12M +8,731 +26%
JG
131
Jain Global
New York
$15.5M -$7.99M -22,329 -35%
Rafferty Asset Management
132
Rafferty Asset Management
New York
$15.3M -$1.21M -3,395 -8%
Swedbank
133
Swedbank
Sweden
$15.2M -$301K -842 -2%
DB
134
Danske Bank
Denmark
$15.1M -$2.8M -7,838 -16%
QC
135
Quadrature Capital
United Kingdom
$15M +$14.6M +40,820 New
Lazard Asset Management
136
Lazard Asset Management
New York
$15M +$2.92M +8,167 +25%
Mirae Asset Global Investments
137
Mirae Asset Global Investments
South Korea
$15M +$2.2M +6,140 +18%
CIBC Asset Management
138
CIBC Asset Management
Ontario, Canada
$15M +$114K +319 +0.8%
VRS
139
Virginia Retirement Systems
Virginia
$14.9M +$14.5M +40,500 New
MC
140
Mount Capital
United Kingdom
$14.6M
Asset Management One
141
Asset Management One
Japan
$14.3M +$645K +1,804 +5%
National Bank of Canada
142
National Bank of Canada
Quebec, Canada
$14.1M -$34.7M -96,892 -72%
SAM
143
Storebrand Asset Management
Norway
$14.1M +$1.72M +4,802 +14%
OCP
144
Oakcliff Capital Partners
New York
$14.1M
Assenagon Asset Management
145
Assenagon Asset Management
Luxembourg
$14.1M -$76.3M -213,349 -85%
AGA
146
Altrinsic Global Advisors
Connecticut
$13.8M -$849K -2,373 -6%
Wellington Management Group
147
Wellington Management Group
Massachusetts
$13.7M +$9.64M +26,944 +262%
DekaBank Deutsche Girozentrale
148
DekaBank Deutsche Girozentrale
Germany
$13.6M +$1.21M +3,382 +10%
Fayez Sarofim & Co
149
Fayez Sarofim & Co
Texas
$13.5M
Nomura Asset Management
150
Nomura Asset Management
Japan
$13.2M +$511K +1,430 +4%

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.