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Charter Communications

794 hedge funds and large institutions have $21.3B invested in Charter Communications in 2025 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 241 increasing their positions, 311 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $1.25B | Put options by funds: $960M

4.03% more ownership

Funds ownership: 74.93%78.95% (+4%)

6% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 124

1% less funds holding

Funds holding: 804794 (-10)

22% less capital invested

Capital invested by funds: $27.3B → $21.3B (-$5.95B)

23% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 311

31% less funds holding in top 10

Funds holding in top 10: 1611 (-5)

Holders
794
Holders Change
-10
Holders Change %
-1.24%
% of All Funds
9.66%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.13%
New
131
Increased
241
Reduced
311
Closed
124
Calls
$1.25B
Puts
$960M
Net Calls
+$287M
Net Calls Change
+$50.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$3.05B +$630M +2,801,671 +24%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.14B +$199M +885,935 +9%
BlackRock
3
BlackRock
New York
$1.44B -$29M -128,723 -2%
State Street
4
State Street
Massachusetts
$1.37B -$312M -1,384,824 -17%
Invesco
5
Invesco
Georgia
$1.19B +$737M +3,277,523 +136%
Capital Research Global Investors
6
Capital Research Global Investors
California
$1.01B +$816M +3,626,135 +305%
Harris Associates
7
Harris Associates
Illinois
$907M +$191M +850,271 +24%
First Eagle Investment Management
8
First Eagle Investment Management
New York
$620M +$364M +1,617,148 +120%
Norges Bank
9
Norges Bank
Norway
$555M +$598M +2,660,518 New
Capital International Investors
10
Capital International Investors
California
$548M -$1.46B -6,511,392 -71%
Franklin Resources
11
Franklin Resources
California
$539M -$95.8M -425,770 -14%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$506M -$18M -80,159 -3%
VGM
13
Voyager Global Management
New York
$386M +$388M +1,725,000 +1,380%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$375M -$23.1M -102,535 -5%
VAM
15
Veritas Asset Management
United Kingdom
$318M -$5.26M -23,397 -2%
Morgan Stanley
16
Morgan Stanley
New York
$308M -$871K -3,874 -0.3%
Goldman Sachs
17
Goldman Sachs
New York
$274M +$126M +560,542 +75%
UBS Group
18
UBS Group
Switzerland
$241M -$104M -462,136 -29%
Berkshire Hathaway
19
Berkshire Hathaway
Nebraska
$221M
AQR Capital Management
20
AQR Capital Management
Connecticut
$221M -$42.1M -187,131 -15%
JP Morgan Chase
21
JP Morgan Chase
New York
$206M -$293M -1,302,707 -57%
Northern Trust
22
Northern Trust
Illinois
$178M -$11.7M -51,949 -6%
Charles Schwab
23
Charles Schwab
California
$177M +$13.4M +59,564 +8%
Allianz Asset Management
24
Allianz Asset Management
Germany
$145M -$33.7M -149,615 -18%
UBS AM
25
UBS AM
Illinois
$139M +$15.8M +70,288 +12%