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Charles Schwab

1,965 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, 700 increasing their positions, 747 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.65% more ownership

Funds ownership: 82.24%83.88% (+1.6%)

6% less repeat investments, than reductions

Existing positions increased: 700 | Existing positions reduced: 747

38% less call options, than puts

Call options by funds: $1.44B | Put options by funds: $2.33B

Holders
1,965
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
76
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.44B
Puts
$2.33B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
26
$720M
27
$718M
28
$614M
29
$610M
30
$602M
31
$593M
32
$552M
33
$534M
34
$511M
35
$482M
36
$480M
37
$474M
38
$471M
39
$464M
40
$460M
41
$440M
42
$424M
43
$402M
44
$390M
45
$390M
46
$361M
47
$359M
48
$354M
49
$348M
50
$344M