Charles Schwab
SCHW
SCHW
2,109 hedge funds and large institutions have $137B invested in Charles Schwab in 2025 Q2 according to their latest regulatory filings, with 239 funds opening new positions, 861 increasing their positions, 765 reducing their positions, and 100 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
2,109
Holders Change
+109
Holders Change %
+5.45%
% of All Funds
28.27%
Holding in Top 10
100
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+14.94%
% of All Funds
1.34%
New
239
Increased
861
Reduced
765
Closed
100
Calls
$2.15B
Puts
$1.94B
Net Calls
+$209M
Net Calls Change
+$430M
Top Buyers
| 1 |
JPMorgan Chase & Co
New York
|
+$1.5B |
| 2 |
Brown Advisory
Baltimore,
Maryland
|
+$521M |
| 3 |
BlackRock
New York
|
+$488M |
| 4 |
Primecap Management
Pasadena,
California
|
+$459M |
| 5 |
Bank of New York Mellon
New York
|
+$285M |
Top Sellers
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.78B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$658M |
| 3 |
D.E. Shaw & Co
New York
|
-$582M |
| 4 |
Millennium Management
New York
|
-$462M |
| 5 |
Harris Associates
Chicago,
Illinois
|
-$424M |
