SCHW icon

Charles Schwab
SCHW

Overview Fund Activity

1,964 hedge funds and large institutions have $112B invested in Charles Schwab in 2024 Q4 according to their latest regulatory filings, with 267 funds opening new positions, 699 increasing their positions, 747 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,964
Holders Change
+130
Holders Change %
+7.09%
% of All Funds
26.14%
Holding in Top 10
76
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+43.4%
% of All Funds
1.01%
New
267
Increased
699
Reduced
747
Closed
107
Calls
$1.44B
Puts
$2.33B
Net Calls
-$897M
Net Calls Change
-$489M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$912M
2
Coatue Management
Coatue Management
New York
+$334M
3
Millennium Management
Millennium Management
New York
+$318M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$294M
5
Marshall Wace
Marshall Wace
United Kingdom
+$273M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.09B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$495M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$491M
4
Bank of America
Bank of America
North Carolina
-$451M
5
TP
Theleme Partners
United Kingdom
-$272M
Name Holding Trade Value Shares
Change 		Shares
Change %
VOYA Investment Management
226
VOYA Investment Management
Georgia
$33.5M -$3.35M -45,239 -9%
HJGA
227
Hardman Johnston Global Advisors
Connecticut
$33.3M -$6.9M -93,200 -17%
BAM
228
Berkshire Asset Management
Pennsylvania
$32.9M -$621K -7,592 -2%
DnB Asset Management
229
DnB Asset Management
Norway
$32.6M -$4.47M -60,356 -12%
AO
230
Allen Operations
New York
$32.6M -$4.64M -62,718 -12%
TI
231
Trexquant Investment
Connecticut
$32M +$19.5M +263,526 +156%
Lido Advisors
232
Lido Advisors
California
$30.7M +$2.15M +29,028 +8%
HP
233
Hosking Partners
United Kingdom
$30.5M -$1.04M -13,988 -3%
SOMRS
234
State of Michigan Retirement System
Michigan
$30M -$81.4K -1,100 -0.3%
MIM
235
MetLife Investment Management
New Jersey
$29.8M +$517K +6,988 +2%
AssetMark Inc
236
AssetMark Inc
California
$29.7M +$17M +229,832 +134%
HighTower Advisors
237
HighTower Advisors
Illinois
$29.7M -$491K -6,635 -2%
DekaBank Deutsche Girozentrale
238
DekaBank Deutsche Girozentrale
Germany
$29.3M – – –
Commonwealth Equity Services
239
Commonwealth Equity Services
Massachusetts
$28.7M -$1.72M -23,261 -6%
CAM
240
Cresset Asset Management
Illinois
$28.5M -$11.1M -149,683 -28%
CF
241
Corebridge Financial
Texas
$28.5M -$1.2M -16,216 -4%
Jane Street
242
Jane Street
New York
$28.4M -$41.1M -555,897 -59%
PHK
243
Point72 Hong Kong
Hong Kong
$28.1M +$20.2M +273,390 +256%
Cetera Investment Advisers
244
Cetera Investment Advisers
Illinois
$28.1M -$588K -7,944 -2%
DADC
245
D.A. Davidson & Co
Montana
$28M -$566K -7,643 -2%
GIA
246
Gateway Investment Advisers
Ohio
$27.8M -$40.1K -542 -0.1%
NRCM
247
North Reef Capital Management
California
$27.8M -$16.7M -225,000 -38%
FRAF
248
Första AP-fonden
Sweden
$27M +$2.36M +31,900 +10%
ERIM
249
Eagle Ridge Investment Management
Connecticut
$26.9M +$99K +1,338 +0.4%
PPC
250
Park Presidio Capital
California
$26.8M -$461K -6,223 -2%
8 9
10
11 12