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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 %
NA
476
NewEdge Advisors
Louisiana
$7.24M +$375K +5,067 +5%
QCM
477
Quantinno Capital Management
New York
$7.22M +$3.23M +43,605 +81%
UM
478
UniSuper Management
Australia
$7.06M +$1.32M +17,830 +23%
Teacher Retirement System of Texas
479
Teacher Retirement System of Texas
Texas
$6.99M +$6.24M +84,297 +833%
1M
480
1248 Management
Missouri
$6.94M +$6.94M +93,729 New
OLA
481
Oliver Luxxe Assets
New Jersey
$6.92M +$4.28M +60,655 +162%
ATC
482
Argent Trust Co
Tennessee
$6.91M +$377K +5,094 +6%
IIM
483
INTECH Investment Management
Florida
$6.9M +$4.22M +56,960 +157%
AG
484
Ascent Group
Virginia
$6.87M +$408K +5,511 +6%
HIMCH
485
Hartford Investment Management Co (HIMCO)
Connecticut
$6.84M -$118K -1,601 -2%
PE
486
Point72 Europe
United Kingdom
$6.79M +$6.79M +91,700 New
OC
487
Oppenheimer & Co
New York
$6.77M -$654K -8,831 -9%
SCM
488
Shelton Capital Management
Colorado
$6.73M +$1M +13,542 +17%
ACP
489
Aviance Capital Partners
Florida
$6.73M +$108K +1,455 +2%
CICI
490
Capital Investment Counsel Inc
North Carolina
$6.66M -$189K -2,550 -3%
WP
491
Woodline Partners
California
$6.64M +$6.64M +89,776 New
SWM
492
Spire Wealth Management
Virginia
$6.63M +$100K +1,355 +2%
PD
493
Point72 (DIFC)
United Arab Emirates
$6.61M +$6.61M +89,378 New
BBL
494
Beck Bode LLC
Massachusetts
$6.59M +$6.59M +89,028 New
NIM
495
NEOS Investment Management
Connecticut
$6.56M +$1.57M +21,152 +31%
RCM
496
Radnor Capital Management
Pennsylvania
$6.54M -$403K -5,448 -6%
TSW
497
Thompson Siegel & Walmsley
Virginia
$6.45M -$3.08M -41,614 -32%
BAMF
498
BI Asset Management Fondsmaeglerselskab
Denmark
$6.44M +$3.58M +48,435 +126%
SW
499
SVB Wealth
Massachusetts
$6.42M +$6.42M +86,750 New
AAIM
500
American Assets Investment Management
California
$6.41M – – –
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