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Charles Schwab
SCHW

Overview Fund Activity

2,000 hedge funds and large institutions have $117B invested in Charles Schwab in 2025 Q1 according to their latest regulatory filings, with 214 funds opening new positions, 877 increasing their positions, 659 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,000
Holders Change
+36
Holders Change %
+1.83%
% of All Funds
27.17%
Holding in Top 10
87
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+14.47%
% of All Funds
1.18%
New
214
Increased
877
Reduced
659
Closed
137
Calls
$1.49B
Puts
$1.71B
Net Calls
-$221M
Net Calls Change
+$676M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.74B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.55B
3
Citadel Advisors
Citadel Advisors
Florida
+$1.44B
4
BlackRock
BlackRock
New York
+$1.41B
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.04B

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$14.5B
2
Coatue Management
Coatue Management
New York
-$334M
3
Marshall Wace
Marshall Wace
United Kingdom
-$252M
4
First Eagle Investment Management
First Eagle Investment Management
New York
-$235M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
Macquarie Group
76
Macquarie Group
Australia
$240M +$212M +2,713,394 +759%
PC
77
PointState Capital
New York
$240M -$11.4M -145,523 -5%
Mitsubishi UFJ Asset Management
78
Mitsubishi UFJ Asset Management
Japan
$239M +$48M +613,279 +25%
Canada Pension Plan Investment Board
79
Canada Pension Plan Investment Board
Ontario, Canada
$232M +$13M +165,485 +6%
Assenagon Asset Management
80
Assenagon Asset Management
Luxembourg
$231M +$114M +1,452,719 +97%
DZ Bank
81
DZ Bank
Germany
$229M -$548K -7,003 -0.2%
Neuberger Berman Group
82
Neuberger Berman Group
New York
$224M +$90.1M +1,151,057 +68%
Wells Fargo
83
Wells Fargo
California
$217M +$3.48M +44,453 +2%
Kovitz Investment Group Partners
84
Kovitz Investment Group Partners
Illinois
$210M -$19.6M -249,984 -9%
Point72 Asset Management
85
Point72 Asset Management
Connecticut
$208M +$138M +1,767,794 +199%
Nordea Investment Management
86
Nordea Investment Management
Sweden
$207M +$197M +2,531,221 +1,956%
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$207M +$10.6M +135,589 +5%
FWIA
88
Fort Washington Investment Advisors
Ohio
$203M +$452K +5,772 +0.2%
New York State Common Retirement Fund
89
New York State Common Retirement Fund
New York
$196M +$31.4M +400,810 +19%
Raymond James Financial
90
Raymond James Financial
Florida
$195M -$5.59M -71,441 -3%
US Bancorp
91
US Bancorp
Minnesota
$194M +$3.48M +44,395 +2%
VanEck Associates
92
VanEck Associates
New York
$194M -$57.1M -729,651 -23%
CB
93
Cooke & Bieler
Pennsylvania
$189M -$25.5M -326,262 -12%
AQR Capital Management
94
AQR Capital Management
Connecticut
$183M +$160M +2,061,332 +694%
VAM
95
Veritas Asset Management
United Kingdom
$180M -$16.8M -214,963 -9%
DCP
96
Darsana Capital Partners
New York
$176M +$176M +2,250,000 New
Bank Julius Baer & Co
97
Bank Julius Baer & Co
Switzerland
$172M +$8.83M +104,780 +5%
Citigroup
98
Citigroup
New York
$171M +$81.6M +1,041,786 +91%
Adage Capital Partners
99
Adage Capital Partners
Massachusetts
$171M +$61.6M +786,300 +56%
BMO
100
Beck Mack & Oliver
New York
$170M +$3.79M +48,359 +2%
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