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Charles Schwab
SCHW

Overview Fund Activity

2,109 hedge funds and large institutions have $137B invested in Charles Schwab in 2025 Q2 according to their latest regulatory filings, with 239 funds opening new positions, 861 increasing their positions, 765 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,109
Holders Change
+109
Holders Change %
+5.45%
% of All Funds
28.27%
Holding in Top 10
100
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+14.94%
% of All Funds
1.34%
New
239
Increased
861
Reduced
765
Closed
100
Calls
$2.15B
Puts
$1.94B
Net Calls
+$209M
Net Calls Change
+$430M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.5B
2
Brown Advisory
Brown Advisory
Maryland
+$521M
3
BlackRock
BlackRock
New York
+$488M
4
Primecap Management
Primecap Management
California
+$459M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$285M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$1.78B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$658M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$582M
4
Millennium Management
Millennium Management
New York
-$462M
5
Harris Associates
Harris Associates
Illinois
-$424M
Name Holding Trade Value Shares
Change 		Shares
Change %
URS
301
Utah Retirement Systems
Utah
$25.2M +$89.3K +979 +0.4%
FDP
302
Financiere des Professionnels
Quebec, Canada
$25.1M +$757K +8,294 +3%
UIM
303
USS Investment Management
United Kingdom
$25.1M +$2.93M +32,178 +13%
MT
304
Midwest Trust
Kansas
$24.8M +$24.8M +271,837 New
BCIM
305
British Columbia Investment Management
British Columbia, Canada
$24.8M -$5.29M -57,928 -18%
MIF
306
Mediolanum International Funds
Ireland
$24.6M +$10.9M +121,531 +80%
CPCPP
307
Canada Post Corporation Pension Plan
Canada
$24.3M +$24.3M +266,819 New
GHA
308
GW Henssler & Associates
Georgia
$24.2M -$745K -8,166 -3%
WPW
309
Warther Private Wealth
Ohio
$24.2M -$360K -3,941 -1%
HBCM
310
Heron Bay Capital Management
Michigan
$24.2M -$205K -2,248 -0.8%
PHK
311
Point72 Hong Kong
Hong Kong
$24.1M +$13.6M +149,194 +130%
NIG
312
NFJ Investment Group
Texas
$23.9M -$813K -8,906 -3%
PFSRSONJ
313
Police & Firemen's Retirement System of New Jersey
New Jersey
$23.7M +$1.64M +17,987 +7%
CIBC Asset Management
314
CIBC Asset Management
Ontario, Canada
$23.2M -$320K -3,511 -1%
Walleye Capital
315
Walleye Capital
New York
$22.9M -$53.8M -590,194 -70%
Hudson Bay Capital Management
316
Hudson Bay Capital Management
Connecticut
$22.8M -$31M -340,194 -58%
DIA
317
Davidson Investment Advisors
Montana
$22.5M +$262K +2,870 +1%
ECM
318
ExodusPoint Capital Management
New York
$22.3M +$20.5M +224,528 +1,112%
Mercer Global Advisors
319
Mercer Global Advisors
Colorado
$22.2M +$2.04M +22,399 +10%
ECM
320
Eisler Capital Management
United Kingdom
$22M -$10.2M -111,510 -32%
RT
321
Rockland Trust
Massachusetts
$22M +$21.6M +237,010 +5,141%
DS
322
Dudley & Shanley
Florida
$22M +$36.5K +400 +0.2%
M&T Bank
323
M&T Bank
New York
$21.9M -$1.07M -11,757 -5%
WC
324
Whitney & Co
New York
$21.7M +$93K +1,019 +0.4%
VMPIC
325
Varma Mutual Pension Insurance Co
Finland
$21.7M +$776K +8,500 +4%
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