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SCHW

Charles Schwab
SCHW

2,168 hedge funds and large institutions have $139B invested in Charles Schwab in 2025 Q3 according to their latest regulatory filings, with 178 funds opening new positions, 926 increasing their positions, 762 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 117

22% more repeat investments, than reductions

Existing positions increased: 926 | Existing positions reduced: 762

1% more funds holding

Funds holding: 2,139 → 2,168 (+29)

1% more capital invested

Capital invested by funds: $137B → $139B (+$1.78B)

2.63% less ownership

Funds ownership: 82.89% → 80.26% (-2.6%)

9% less funds holding in top 10

Funds holding in top 10: 101 → 92 (-9)

19% less call options, than puts

Call options by funds: $1.75B | Put options by funds: $2.16B

Holders
2,168
Holders Change
+29
Holders Change %
+1.36%
% of All Funds
28.46%
Holding in Top 10
92
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-8.91%
% of All Funds
1.21%
New
178
Increased
926
Reduced
762
Closed
117
Calls
$1.75B
Puts
$2.16B
Net Calls
-$416M
Net Calls Change
-$625M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$582M
2
BlackRock
BlackRock
New York
+$386M
3
Citadel Advisors
Citadel Advisors
Florida
+$279M
4
Millennium Management
Millennium Management
New York
+$239M
5
Citigroup
Citigroup
New York
+$209M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.65B
2
JP Morgan Chase
JP Morgan Chase
New York
-$951M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$416M
4
UBS Group
UBS Group
Switzerland
-$378M
5
GIM
Generation Investment Management
United Kingdom
-$300M
Name Holding Trade Value Shares
Change 		Change in
Stake
CI
1001
Cigna Investments
Connecticut
$1.6M -$9.02K -95 -0.6%
EFG
1002
Embree Financial Group
Illinois
$1.59M +$14.9K +157 +1%
RPGK
1003
Retirement Planning Group (Kansas)
Kansas
$1.59M +$655K +6,899 +71%
RBWA
1004
RFG - Bristol Wealth Advisors
Massachusetts
$1.59M +$40.1K +423 +3%
FNBT
1005
FineMark National Bank & Trust
Florida
$1.59M -$46.6K -491 -3%
UBG
1006
United Bank (Georgia)
Georgia
$1.57M +$40.8K +430 +3%
IIA
1007
IPG Investment Advisors
California
$1.57M +$12.1K +127 +0.8%
WA
1008
Wealth Alliance
New York
$1.57M +$64.5K +680 +4%
EWM
1009
Elmwood Wealth Management
California
$1.56M – – –
CFG
1010
Cooper Financial Group
California
$1.56M +$187K +1,974 +14%
WS
1011
Wedbush Securities
California
$1.55M -$192K -2,019 -11%
MBT
1012
Montecito Bank & Trust
California
$1.55M +$1.54M +16,193 New
NB
1013
NBT Bank
New York
$1.54M +$98.6K +1,039 +7%
SBFM
1014
S-Bank Fund Management
Finland
$1.53M -$19.8K -209 -1%
HFS
1015
Howard Financial Services
Texas
$1.53M +$4.27K +45 +0.3%
RDFA
1016
Ritter Daniher Financial Advisory
Ohio
$1.52M +$1.51M +15,954 New
SWP
1017
Sagespring Wealth Partners
Tennessee
$1.52M +$149K +1,570 +11%
RCM
1018
Riverpark Capital Management
New York
$1.51M -$267K -2,812 -15%
CP
1019
Canopy Partners
Ohio
$1.51M -$137K -1,443 -8%
FCFC
1020
First Commonwealth Financial Corp
Pennsylvania
$1.51M +$3.89K +41 +0.3%
JLBC
1021
J.L. Bainbridge & Co
Florida
$1.49M -$10.4K -110 -0.7%
PCA
1022
Pallas Capital Advisors
Massachusetts
$1.49M +$13.5K +142 +0.9%
AIP
1023
Ameritas Investment Partners
Nebraska
$1.48M -$53.9K -568 -4%
CHAM
1024
Clear Harbor Asset Management
Connecticut
$1.48M -$30.4K -320 -2%
PL
1025
Perpetual Ltd
Australia
$1.48M +$399K +4,204 +37%
39 40
41
42 43

SCHW Hedge Fund Activity: Q3 2025 in Review

2,168 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab (SCHW) for Q3 2025, worth a combined $139B — up 1.3% from $137B a quarter earlier.

Buyers outnumbered sellers: 178 funds opened new SCHW positions and 117 closed out — a net gain of 61 holders — while 926 added to existing stakes and 762 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $582M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.65B.

  • 2,168 institutional investors held Charles Schwab (SCHW) as of Q3 2025, up from 2,139 in Q2 2025.
  • Funds reported $139B of Charles Schwab stock for Q3 2025, up 1.3% quarter-over-quarter.
  • 178 funds opened new Charles Schwab positions in Q3 2025 and 117 closed out, a net change of +61 holders.
  • The largest Charles Schwab buyer in Q3 2025 was D.E. Shaw & Co, an estimated $582M added.
  • The largest Charles Schwab seller in Q3 2025 was T. Rowe Price Associates, an estimated $1.65B sold.

Based on aggregated 13F filings for Q3 2025.