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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
TFA
1026
Tranquilli Financial Advisor
New Jersey
$1.48M +$103K +1,088 +8%
CC
1027
Chicago Capital
Illinois
$1.47M -$19K -200 -1%
CSC
1028
Cove Street Capital
California
$1.47M -$23.2K -244 -2%
WBCM
1029
Wilson & Boucher Capital Management
California
$1.47M -$330K -3,480 -18%
TP
1030
Tranquility Partners
Tennessee
$1.47M -$161K -1,694 -10%
FPAS
1031
Focus Partners Advisor Solutions
Missouri
$1.46M +$317K +3,339 +28%
CTC
1032
Central Trust Company
Missouri
$1.46M +$50.4K +531 +4%
SSWM
1033
Sheets Smith Wealth Management
North Carolina
$1.46M – – –
OTL
1034
Oak Thistle LLC
New York
$1.46M +$1.45M +15,325 New
CPC
1035
Cookson Peirce & Co
Pennsylvania
$1.46M +$5.88K +62 +0.4%
ACH
1036
ArrowMark Colorado Holdings
Colorado
$1.46M -$57K -600 -4%
BBHC
1037
Brown Brothers Harriman & Co
New York
$1.46M +$149K +1,568 +11%
VA
1038
VestGen Advisors
Illinois
$1.45M +$84.8K +893 +6%
RIL
1039
Rothschild Investment LLC
Illinois
$1.45M -$58K -611 -4%
PDL
1040
Portfolio Design Labs
California
$1.45M +$1.44M +15,144 New
PP
1041
Postrock Partners
Oregon
$1.44M – – –
WCA
1042
Westover Capital Advisors
Delaware
$1.44M +$540K +5,691 +61%
SDIC
1043
South Dakota Investment Council
South Dakota
$1.44M -$94.9K -1,000 -6%
NCM
1044
Neumann Capital Management
California
$1.44M -$9.49K -100 -0.7%
Blackstone Inc
1045
Blackstone Inc
New York
$1.43M +$1.43M +15,022 New
GA
1046
Greenhaven Associates
New York
$1.43M -$475K -5,000 -25%
TS
1047
Triglav Skladi
Slovenia
$1.43M +$1.42M +15,000 New
AWM
1048
Axxcess Wealth Management
California
$1.43M +$14K +148 +1%
FIA
1049
Foundations Investment Advisors
Arizona
$1.43M -$216K -2,279 -13%
ACA
1050
Aptus Capital Advisors
Alabama
$1.42M +$56.2K +592 +4%
40 41
42
43 44

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.