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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
Dodge & Cox
1
Dodge & Cox
California
$4.24B -$14.7M -41,056 -0.4%
Capital International Investors
2
Capital International Investors
California
$3.71B +$125M +349,278 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.02B +$43M +120,303 +1%
BlackRock
4
BlackRock
New York
$2.57B +$85.4M +238,642 +4%
State Street
5
State Street
Massachusetts
$2.32B +$8.53M +23,860 +0.4%
Harris Associates
6
Harris Associates
Illinois
$1.53B -$69.3M -193,733 -4%
Franklin Resources
7
Franklin Resources
California
$1.19B +$32.4M +90,458 +3%
Pzena Investment Management
8
Pzena Investment Management
New York
$1.03B -$8.41M -23,506 -0.8%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$938M +$27.4M +76,685 +3%
Norges Bank
10
Norges Bank
Norway
$925M -$179M -500,229 -17%
JP Morgan Chase
11
JP Morgan Chase
New York
$851M +$293M +818,045 +55%
Berkshire Hathaway
12
Berkshire Hathaway
Nebraska
$731M -$2.68M -7,500 -0.4%
Invesco
13
Invesco
Georgia
$676M +$43.1M +120,624 +7%
VAM
14
Veritas Asset Management
United Kingdom
$617M -$44.8M -125,123 -7%
Capital Research Global Investors
15
Capital Research Global Investors
California
$600M +$582M +1,626,990 New
Citadel Advisors
16
Citadel Advisors
Florida
$588M +$22.4M +62,758 +4%
Barclays
17
Barclays
United Kingdom
$529M -$13M -36,234 -2%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$503M +$103M +287,774 +27%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$473M +$7.01M +19,594 +2%
Morgan Stanley
20
Morgan Stanley
New York
$440M +$29.3M +81,994 +7%
Capital World Investors
21
Capital World Investors
California
$422M +$4.4M +12,312 +1%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$405M +$71M +198,444 +22%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$390M +$98.9M +276,619 +35%
Northern Trust
24
Northern Trust
Illinois
$367M -$2M -5,605 -0.6%
Bank of America
25
Bank of America
North Carolina
$349M +$184M +513,986 +119%

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.