Charles Schwab
SCHW
1,875 hedge funds and large institutions have $108B invested in Charles Schwab in 2024 Q1 according to their latest regulatory filings, with 172 funds opening new positions, 766 increasing their positions, 683 reducing their positions, and 147 closing their positions.
17% more first-time investments, than exits
New positions opened: 172 | Existing positions closed: 147
12% more repeat investments, than reductions
Existing positions increased: 766 | Existing positions reduced: 683
3% more capital invested
Capital invested by funds: $105B → $108B (+$3.46B)
0% more funds holding
Funds holding: 1,873 → 1,875 (+2)
1.58% less ownership
Funds ownership: 85.87% → 84.29% (-1.6%)
10% less funds holding in top 10
Funds holding in top 10: 88 → 79 (-9)
31% less call options, than puts
Call options by funds: $1.68B | Put options by funds: $2.44B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$661M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$300M |
| 3 |
BlackRock
New York
|
+$287M |
| 4 |
Millennium Management
New York
|
+$263M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$254M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.75B |
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$456M |
| 3 |
Ninety One (UK)
London,
United Kingdom
|
-$370M |
| 4 |
Flossbach Von Storch
Cologne,
Germany
|
-$196M |
| 5 |
JP Morgan Chase
New York
|
-$188M |
SCHW Hedge Fund Activity: Q1 2024 in Review
1,875 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab (SCHW) for Q1 2024, worth a combined $108B — up 3.3% from $105B a quarter earlier.
Buyers outnumbered sellers: 172 funds opened new SCHW positions and 147 closed out — a net gain of 25 holders — while 766 added to existing stakes and 683 trimmed.
The largest buyer was Franklin Resources, adding an estimated $661M. The largest seller was Morgan Stanley, cutting an estimated $1.75B.
- 1,875 institutional investors held Charles Schwab (SCHW) as of Q1 2024, up from 1,873 in Q4 2023.
- Funds reported $108B of Charles Schwab stock for Q1 2024, up 3.3% quarter-over-quarter.
- 172 funds opened new Charles Schwab positions in Q1 2024 and 147 closed out, a net change of +25 holders.
- The largest Charles Schwab buyer in Q1 2024 was Franklin Resources, an estimated $661M added.
- The largest Charles Schwab seller in Q1 2024 was Morgan Stanley, an estimated $1.75B sold.
Based on aggregated 13F filings for Q1 2024.