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SCHW

Charles Schwab
SCHW

1,986 hedge funds and large institutions have $112B invested in Charles Schwab in 2024 Q4 according to their latest regulatory filings, with 275 funds opening new positions, 706 increasing their positions, 751 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 275 | Existing positions closed: 107

43% more funds holding in top 10

Funds holding in top 10: 54 → 77 (+23)

16% more capital invested

Capital invested by funds: $96.2B → $112B (+$15.6B)

7% more funds holding

Funds holding: 1,848 → 1,986 (+138)

0.64% more ownership

Funds ownership: 83.4% → 84.04% (+0.64%)

6% less repeat investments, than reductions

Existing positions increased: 706 | Existing positions reduced: 751

38% less call options, than puts

Call options by funds: $1.44B | Put options by funds: $2.33B

Holders
1,986
Holders Change
+138
Holders Change %
+7.47%
% of All Funds
26.16%
Holding in Top 10
77
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+42.59%
% of All Funds
1.01%
New
275
Increased
706
Reduced
751
Closed
107
Calls
$1.44B
Puts
$2.33B
Net Calls
-$897M
Net Calls Change
-$489M

Top Buyers

Rank Fund Capital Flow
1
Viking Global Investors
Viking Global Investors
Connecticut
+$922M
2
Coatue Management
Coatue Management
New York
+$337M
3
Millennium Management
Millennium Management
New York
+$321M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$297M
5
Marshall Wace
Marshall Wace
United Kingdom
+$276M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.1B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$500M
3
N
Nuveen
North Carolina
-$496M
4
Bank of America
Bank of America
North Carolina
-$456M
5
TP
Theleme Partners
United Kingdom
-$272M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
901
RMR Capital Management
California
$1.4M -$214K -2,856 -13%
MFG
902
MidWestOne Financial Group
Iowa
$1.4M -$296K -3,958 -17%
FDS
903
First Dallas Securities
Texas
$1.39M +$26.3K +352 +2%
KFSC
904
Keystone Financial Services (Colorado)
Colorado
$1.38M +$23.2K +310 +2%
BF
905
BOK Financial
Oklahoma
$1.38M -$414K -5,535 -23%
FFN
906
Focus Financial Network
Minnesota
$1.37M -$104K -1,394 -7%
TAM
907
Trust Asset Management
Texas
$1.37M – – –
FTWA
908
Fifth Third Wealth Advisors
Ohio
$1.36M +$284K +3,789 +26%
NCM
909
Next Capital Management
New York
$1.36M -$752K -10,054 -35%
CT
910
Caldwell Trust
Florida
$1.36M +$9.65K +129 +0.7%
PAM
911
Panagora Asset Management
Massachusetts
$1.35M -$269K -3,590 -16%
CAM
912
Cidel Asset Management
Ontario, Canada
$1.35M – – –
BW
913
BIP Wealth
Georgia
$1.35M +$14.7K +197 +1%
HC
914
Hara Capital
Washington
$1.34M +$634K +8,472 +88%
SFO
915
Stenger Family Office
Illinois
$1.32M +$1.33M +17,813 New
SAM
916
Shell Asset Management
Netherlands
$1.32M -$18.3K -245 -1%
JLBC
917
J.L. Bainbridge & Co
Florida
$1.31M -$3.74K -50 -0.3%
AAM
918
Advisors Asset Management
Colorado
$1.31M -$88.7K -1,185 -6%
MWC
919
MBM Wealth Consultants
Missouri
$1.31M +$46.8K +625 +4%
HAM
920
Hickory Asset Management
Ohio
$1.3M +$1.32M +17,584 New
SG
921
StoneX Group
New York
$1.3M +$1.32M +17,581 New
RWM
922
Ritholtz Wealth Management
New York
$1.3M +$107K +1,429 +9%
GAA
923
Guardian Asset Advisors
Pennsylvania
$1.3M -$66.2K -885 -5%
CHAM
924
Clear Harbor Asset Management
Connecticut
$1.3M -$748 -10 -0.1%
Nomura Holdings
925
Nomura Holdings
Japan
$1.29M -$10.8M -143,912 -89%
35 36
37
38 39

SCHW Hedge Fund Activity: Q4 2024 in Review

1,986 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab (SCHW) for Q4 2024, worth a combined $112B — up 16% from $96.2B a quarter earlier.

Buyers outnumbered sellers: 275 funds opened new SCHW positions and 107 closed out — a net gain of 168 holders — while 706 added to existing stakes and 751 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $922M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.1B.

  • 1,986 institutional investors held Charles Schwab (SCHW) as of Q4 2024, up from 1,848 in Q3 2024.
  • Funds reported $112B of Charles Schwab stock for Q4 2024, up 16% quarter-over-quarter.
  • 275 funds opened new Charles Schwab positions in Q4 2024 and 107 closed out, a net change of +168 holders.
  • The largest Charles Schwab buyer in Q4 2024 was Viking Global Investors, an estimated $922M added.
  • The largest Charles Schwab seller in Q4 2024 was T. Rowe Price Associates, an estimated $1.1B sold.

Based on aggregated 13F filings for Q4 2024.