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Charter Communications

804 hedge funds and large institutions have $27.3B invested in Charter Communications in 2025 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 233 increasing their positions, 325 reducing their positions, and 184 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $1.21B | Put options by funds: $974M

1.72% more ownership

Funds ownership: 73.21%74.93% (+1.7%)

9% less funds holding

Funds holding: 887804 (-83)

16% less funds holding in top 10

Funds holding in top 10: 1916 (-3)

28% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 325

35% less capital invested

Capital invested by funds: $42B → $27.3B (-$14.7B)

38% less first-time investments, than exits

New positions opened: 114 | Existing positions closed: 184

Holders
804
Holders Change
-83
Holders Change %
-9.36%
% of All Funds
10.55%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.21%
New
114
Increased
233
Reduced
325
Closed
184
Calls
$1.21B
Puts
$974M
Net Calls
+$237M
Net Calls Change
+$299M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$3.25B +$206M +681,063 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.58B +$342M +1,130,648 +14%
Capital International Investors
3
Capital International Investors
California
$2.51B -$179M -591,012 -6%
State Street
4
State Street
Massachusetts
$2.19B +$446M +1,475,383 +23%
BlackRock
5
BlackRock
New York
$1.94B -$250M -827,936 -11%
Harris Associates
6
Harris Associates
Illinois
$961M -$53.7M -177,816 -5%
Franklin Resources
7
Franklin Resources
California
$827M -$29.3M -97,099 -3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$689M -$24.9M -82,346 -3%
Invesco
9
Invesco
Georgia
$662M +$169M +559,361 +30%
JP Morgan Chase
10
JP Morgan Chase
New York
$629M +$12.8M +42,499 +2%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$523M +$143M +473,546 +33%
UBS Group
12
UBS Group
Switzerland
$444M +$203M +670,566 +71%
VAM
13
Veritas Asset Management
United Kingdom
$425M -$13.9M -45,895 -3%
Morgan Stanley
14
Morgan Stanley
New York
$406M +$36.5M +120,941 +9%
First Eagle Investment Management
15
First Eagle Investment Management
New York
$372M +$181M +597,933 +79%
AQR Capital Management
16
AQR Capital Management
Connecticut
$342M +$335M +1,109,703 +826%
Capital Research Global Investors
17
Capital Research Global Investors
California
$327M +$359M +1,189,287 New
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$301M -$146M -482,462 -31%
Berkshire Hathaway
19
Berkshire Hathaway
Nebraska
$292M
Northern Trust
20
Northern Trust
Illinois
$249M -$22.1M -73,157 -7%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$238M -$183M -605,223 -41%
Allianz Asset Management
22
Allianz Asset Management
Germany
$232M +$29.3M +97,019 +13%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$228M -$39.3M -130,073 -14%
Charles Schwab
24
Charles Schwab
California
$217M -$23.8M -78,775 -9%
Goldman Sachs
25
Goldman Sachs
New York
$207M -$9.78M -32,353 -4%

CHTR Hedge Fund Activity: Q3 2025 in Review

804 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Charter Communications (CHTR) for Q3 2025, worth a combined $27.3B — down 35% from $42B a quarter earlier.

Sellers outnumbered buyers: 184 funds closed out of CHTR and 114 opened new positions — a net loss of 70 holders — while 325 trimmed existing stakes and 233 added.

The largest buyer was TAM Capital Management, opening a new position worth an estimated $938M. The largest seller was Pzena Investment Management, cutting an estimated $678M.

  • 804 institutional investors held Charter Communications (CHTR) as of Q3 2025, down from 887 in Q2 2025.
  • Funds reported $27.3B of Charter Communications stock for Q3 2025, down 35% quarter-over-quarter.
  • 114 funds opened new Charter Communications positions in Q3 2025 and 184 closed out, a net change of -70 holders.
  • The largest Charter Communications buyer in Q3 2025 was TAM Capital Management, an estimated $938M added.
  • The largest Charter Communications seller in Q3 2025 was Pzena Investment Management, an estimated $678M sold.

Based on aggregated 13F filings for Q3 2025.