SCHW icon

Charles Schwab

1,864 hedge funds and large institutions have $108B invested in Charles Schwab in 2024 Q1 according to their latest regulatory filings, with 171 funds opening new positions, 761 increasing their positions, 680 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,864
Holders Change
+1
Holders Change %
+0.05%
% of All Funds
27.02%
Holding in Top 10
78
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-10.34%
% of All Funds
1.13%
New
171
Increased
761
Reduced
680
Closed
147
Calls
$1.68B
Puts
$2.44B
Net Calls
-$762M
Net Calls Change
-$922M
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
226
Creative Planning
Kansas
$30.6M -$885K -12,230 -3%
AIG
227
American International Group
New York
$30.3M -$184K -2,545 -0.6%
DekaBank Deutsche Girozentrale
228
DekaBank Deutsche Girozentrale
Germany
$30.2M -$51.1K -709 -0.2%
Aviva
229
Aviva
United Kingdom
$30M +$283K +3,909 +1%
CWM
230
CIBC World Markets
New York
$29.9M -$8.38M -115,842 -22%
SOMRS
231
State of Michigan Retirement System
Michigan
$29.5M +$21.7K +300 +0.1%
GIA
232
Gateway Investment Advisers
Ohio
$29.3M -$65.8K -909 -0.2%
RP
233
Regal Partners
Australia
$29.2M
GKIM
234
GW&K Investment Management
Massachusetts
$28.9M +$2.62M +36,204 +10%
Balyasny Asset Management
235
Balyasny Asset Management
Illinois
$28.5M +$28.2M +390,156 +9,674%
Cetera Investment Advisers
236
Cetera Investment Advisers
Illinois
$28.4M +$20.4M +282,474 +256%
MSR
237
Main Street Research
Connecticut
$28.3M +$1.48M +20,441 +6%
HJGA
238
Hardman Johnston Global Advisors
Connecticut
$28.2M +$28.2M +389,227 New
BAM
239
Berkshire Asset Management
Pennsylvania
$28M +$27.2M +376,603 +3,647%
Susquehanna International Group
240
Susquehanna International Group
Pennsylvania
$27.9M -$25.5M -352,100 -48%
TI
241
Trexquant Investment
Connecticut
$27.8M +$27.8M +384,663 New
Comerica Bank
242
Comerica Bank
Texas
$26.5M +$180K +2,491 +0.7%
Bessemer Group
243
Bessemer Group
New Jersey
$26.5M +$1.77M +24,431 +7%
PPC
244
Park Presidio Capital
California
$26.4M +$644K +8,900 +2%
DADC
245
D.A. Davidson & Co
Montana
$26.3M +$3.34M +46,128 +15%
Walleye Capital
246
Walleye Capital
New York
$26.2M +$26.2M +361,595 New
WI
247
Wafra Inc
New York
$25.9M +$4.72M +65,261 +22%
ERIM
248
Eagle Ridge Investment Management
Connecticut
$25.8M +$102K +1,405 +0.4%
GC
249
Grimes & Company
Massachusetts
$25.7M +$521K +7,197 +2%
DWM
250
Destination Wealth Management
California
$25.4M +$952K +13,156 +4%