Charles Schwab
SCHW
SCHW
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
Holding in Top 10
76
Calls
$1.44B
Puts
$2.33B
Top Buyers
| 1 | +$912M | |
| 2 | +$334M | |
| 3 | +$318M | |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$294M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$273M |
Top Sellers
| 1 | -$1.09B | |
| 2 | -$495M | |
| 3 | -$491M | |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$451M |
| 5 |
TP
Theleme Partners
London,
United Kingdom
|
-$272M |