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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 %
GIM
26
Generation Investment Management
United Kingdom
$614M +$36.8M +508,147 +6%
Legal & General Group
27
Legal & General Group
United Kingdom
$613M -$3.01M -41,656 -0.5%
Janus Henderson Group
28
Janus Henderson Group
United Kingdom
$612M -$8.03M -111,037 -1%
AIM
29
Allen Investment Management
New York
$612M -$2M -27,650 -0.3%
RCG
30
Ruane, Cunniff & Goldfarb
New York
$588M -$24.4M -337,513 -4%
Charles Schwab
31
Charles Schwab
California
$555M +$11M +151,735 +2%
BAMCO Inc
32
BAMCO Inc
New York
$538M -$50.3M -695,325 -9%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$536M +$33.3M +460,813 +7%
Lazard Asset Management
34
Lazard Asset Management
New York
$528M +$43.2M +596,589 +9%
UBS AM
35
UBS AM
Illinois
$514M -$61.2M -845,734 -11%
Deutsche Bank
36
Deutsche Bank
Germany
$484M -$61.2M -845,889 -11%
Principal Financial Group
37
Principal Financial Group
Iowa
$456M +$35.1M +484,839 +8%
YAM
38
Yacktman Asset Management
Texas
$454M -$2.56M -35,367 -0.6%
Barclays
39
Barclays
United Kingdom
$437M +$137M +1,898,841 +46%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$418M +$17.3M +238,550 +4%
Ensign Peak Advisors
41
Ensign Peak Advisors
Utah
$414M -$8.9M -123,006 -2%
VanEck Associates
42
VanEck Associates
New York
$410M +$20.5M +283,949 +5%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$394M +$47M +649,235 +14%
LCOV
44
London Company of Virginia
Virginia
$393M -$11.4M -157,343 -3%
Boston Partners
45
Boston Partners
Massachusetts
$391M +$68.4M +944,048 +21%
TP
46
Theleme Partners
United Kingdom
$367M -$40.5M -560,000 -10%
Schroder Investment Management Group
47
Schroder Investment Management Group
United Kingdom
$357M -$35.8M -495,542 -9%
Millennium Management
48
Millennium Management
New York
$350M +$289M +3,989,756 +470%
Amundi
49
Amundi
France
$348M -$65.8M -902,836 -16%
FMI
50
Fiduciary Management Inc
Wisconsin
$348M -$25.2M -348,409 -7%