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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
51
$340M
52
$338M
53
$334M
54
$315M
55
$309M
56
$301M
57
$299M
58
$292M
59
$283M
60
$262M
61
$257M
62
$248M
63
$243M
64
$242M
65
$237M
66
$237M
67
$237M
68
$235M
69
$235M
70
$231M
71
$225M
72
$222M
73
$217M
74
$217M
75
$210M