Charles Schwab
SCHW
1,623 hedge funds and large institutions have $130B invested in Charles Schwab in 2022 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 650 increasing their positions, 544 reducing their positions, and 78 closing their positions.
169% more first-time investments, than exits
New positions opened: 210 | Existing positions closed: 78
33% more capital invested
Capital invested by funds: $97.9B → $130B (+$32B)
19% more repeat investments, than reductions
Existing positions increased: 650 | Existing positions reduced: 544
18% more funds holding in top 10
Funds holding in top 10: 111 → 131 (+20)
10.98% more ownership
Funds ownership: 75.13% → 86.12% (+11%)
7% more funds holding
Funds holding: 1,517 → 1,623 (+106)
1% less call options, than puts
Call options by funds: $1.19B | Put options by funds: $1.2B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
+$17.5B |
| 2 |
Morgan Stanley
New York
|
+$665M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$649M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$344M |
| 5 |
BlackRock
New York
|
+$303M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$922M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$849M |
| 3 |
DCP
DSM Capital Partners
Palm Beach Gardens,
Florida
|
-$341M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$289M |
| 5 |
Dodge & Cox
San Francisco,
California
|
-$239M |
SCHW Hedge Fund Activity: Q4 2022 in Review
1,623 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab (SCHW) for Q4 2022, worth a combined $130B — up 33% from $97.9B a quarter earlier.
Buyers outnumbered sellers: 210 funds opened new SCHW positions and 78 closed out — a net gain of 132 holders — while 650 added to existing stakes and 544 trimmed.
The largest buyer was Toronto Dominion Bank, adding an estimated $17.5B. The largest seller was Janus Henderson Group, cutting an estimated $922M.
- 1,623 institutional investors held Charles Schwab (SCHW) as of Q4 2022, up from 1,517 in Q3 2022.
- Funds reported $130B of Charles Schwab stock for Q4 2022, up 33% quarter-over-quarter.
- 210 funds opened new Charles Schwab positions in Q4 2022 and 78 closed out, a net change of +132 holders.
- The largest Charles Schwab buyer in Q4 2022 was Toronto Dominion Bank, an estimated $17.5B added.
- The largest Charles Schwab seller in Q4 2022 was Janus Henderson Group, an estimated $922M sold.
Based on aggregated 13F filings for Q4 2022.