SCHW icon

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
26.15%
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
$1.08B
2
Coatue Management
Coatue Management
New York
$334M
3
Millennium Management
Millennium Management
New York
$440M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$718M
5
Marshall Wace
Marshall Wace
United Kingdom
$309M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.41B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.63B
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$474M
4
Bank of America
Bank of America
North Carolina
$991M
5
TP
Theleme Partners
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Amundi
51
Amundi
France
$340M -$105M -1,434,301 -24%
LCOV
52
London Company of Virginia
Virginia
$338M -$16.6M -224,055 -5%
Coatue Management
53
Coatue Management
New York
$334M +$334M +4,510,020 New
Primecap Management
54
Primecap Management
California
$315M +$238M +3,216,000 +310%
Marshall Wace
55
Marshall Wace
United Kingdom
$309M +$273M +3,684,640 +742%
ClearBridge Investments
56
ClearBridge Investments
New York
$301M +$140M +1,888,426 +87%
Lord, Abbett & Co
57
Lord, Abbett & Co
New Jersey
$299M +$5.77M +78,021 +2%
BNP Paribas Financial Markets
58
BNP Paribas Financial Markets
France
$292M +$111M +1,497,277 +61%
RI
59
RPTC Inc
Wyoming
$283M – – –
Sumitomo Mitsui Trust Group
60
Sumitomo Mitsui Trust Group
Japan
$262M +$14.4M +194,807 +6%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$257M +$25.6M +346,380 +11%
FPP
62
Findlay Park Partners
United Kingdom
$248M +$39.3M +531,281 +19%
TAM
63
Timucuan Asset Management
Florida
$243M +$48.2K +651 +0%
ROIC
64
Route One Investment Company
California
$242M -$32.5M -438,900 -12%
PC
65
PointState Capital
New York
$237M +$237M +3,206,059 New
VanEck Associates
66
VanEck Associates
New York
$237M -$1.99M -26,849 -0.8%
NMO
67
Newlands Management Operations
Texas
$237M – – –
First Eagle Investment Management
68
First Eagle Investment Management
New York
$235M -$29M -392,250 -11%
FCM
69
Farallon Capital Management
California
$235M +$235M +3,169,000 New
Barclays
70
Barclays
United Kingdom
$231M -$178M -2,411,665 -44%
American Century Companies
71
American Century Companies
Missouri
$225M -$66.3M -896,385 -23%
D.E. Shaw & Co
72
D.E. Shaw & Co
New York
$222M +$45.5M +614,655 +26%
Kovitz Investment Group Partners
73
Kovitz Investment Group Partners
Illinois
$217M +$37.8M +510,085 +21%
DZ Bank
74
DZ Bank
Germany
$217M -$8.68M -117,254 -4%
California Public Employees Retirement System
75
California Public Employees Retirement System
California
$210M -$10.3M -139,010 -5%
1 2
3
4 5