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SCHW
Charles Schwab
SCHW
SCHW
2,318 hedge funds and large institutions have $133B invested in Charles Schwab in 2026 Q1 according to their latest regulatory filings, with 197 funds opening new positions, 979 increasing their positions, 867 reducing their positions, and 151 closing their positions.
New
Increased
Maintained
Reduced
Closed
30% more first-time investments, than exits
New positions opened: 197 | Existing positions closed: 151
13% more repeat investments, than reductions
Existing positions increased: 979 | Existing positions reduced: 867
0% more funds holding
Funds holding: 2,315 → 2,318 (+3)
1.32% less ownership
Funds ownership: 81.85% → 80.53% (-1.3%)
8% less capital invested
Capital invested by funds: $145B → $133B (-$11.9B)
14% less call options, than puts
Call options by funds: $1.21B | Put options by funds: $1.39B
17% less funds holding in top 10
Funds holding in top 10: 98 → 81 (-17)
Holders
2,318
Holders Change
+3
Holders Change %
+0.13%
% of All Funds
28.55%
Holding in Top 10
81
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-17.35%
% of All Funds
1%
New
197
Increased
979
Reduced
867
Closed
151
Calls
$1.21B
Puts
$1.39B
Net Calls
-$190M
Net Calls Change
+$395M
Top Buyers
| 1 |
JP Morgan Chase
New York
|
+$653M |
| 2 |
Bank of New York Mellon
New York
|
+$295M |
| 3 |
Two Sigma Investments
New York
|
+$273M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$182M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$161M |
Top Sellers
| 1 |
D.E. Shaw & Co
New York
|
-$522M |
| 2 |
GIM
Generation Investment Management
London,
United Kingdom
|
-$501M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$470M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
-$299M |
| 5 |
Millennium Management
New York
|
-$292M |
