Charles Schwab
SCHW
1,518 hedge funds and large institutions have $97.9B invested in Charles Schwab in 2022 Q3 according to their latest regulatory filings, with 158 funds opening new positions, 646 increasing their positions, 489 reducing their positions, and 105 closing their positions.
52% more funds holding in top 10
Funds holding in top 10: 73 → 111 (+38)
50% more first-time investments, than exits
New positions opened: 158 | Existing positions closed: 105
32% more repeat investments, than reductions
Existing positions increased: 646 | Existing positions reduced: 489
17% more capital invested
Capital invested by funds: $84B → $97.9B (+$13.9B)
11% more call options, than puts
Call options by funds: $923M | Put options by funds: $829M
2% more funds holding
Funds holding: 1,487 → 1,518 (+31)
1.75% more ownership
Funds ownership: 73.38% → 75.13% (+1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$1.37B |
| 2 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$1.15B |
| 3 |
Fisher Asset Management
Camas,
Washington
|
+$1.07B |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$194M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$187M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$866M |
| 2 |
Primecap Management
Pasadena,
California
|
-$418M |
| 3 |
BlackRock
New York
|
-$310M |
| 4 |
Goldman Sachs
New York
|
-$233M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$216M |
SCHW Hedge Fund Activity: Q3 2022 in Review
1,518 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab (SCHW) for Q3 2022, worth a combined $97.9B — up 17% from $84B a quarter earlier.
Buyers outnumbered sellers: 158 funds opened new SCHW positions and 105 closed out — a net gain of 53 holders — while 646 added to existing stakes and 489 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $1.37B. The largest seller was T. Rowe Price Associates, cutting an estimated $866M.
- 1,518 institutional investors held Charles Schwab (SCHW) as of Q3 2022, up from 1,487 in Q2 2022.
- Funds reported $97.9B of Charles Schwab stock for Q3 2022, up 17% quarter-over-quarter.
- 158 funds opened new Charles Schwab positions in Q3 2022 and 105 closed out, a net change of +53 holders.
- The largest Charles Schwab buyer in Q3 2022 was Janus Henderson Group, an estimated $1.37B added.
- The largest Charles Schwab seller in Q3 2022 was T. Rowe Price Associates, an estimated $866M sold.
Based on aggregated 13F filings for Q3 2022.