Charles Schwab
SCHW
SCHW
2,269 hedge funds and large institutions have $145B invested in Charles Schwab in 2025 Q4 according to their latest regulatory filings, with 262 funds opening new positions, 927 increasing their positions, 826 reducing their positions, and 94 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
1.51% more ownership
Funds ownership: 80.19% → 81.7% (+1.5%)
4% more capital invested
Capital invested by funds: $139B → $145B (+$5.98B)
28% less call options, than puts
Call options by funds: $1.47B | Put options by funds: $2.04B
Holders
2,269
Holding in Top 10
98
Calls
$1.47B
Puts
$2.04B
Top Buyers
| 1 | +$626M | |
| 2 | +$219M | |
| 3 | +$217M | |
| 4 |
Primecap Management
Pasadena,
California
|
+$196M |
| 5 |
Rockefeller Capital Management
New York
|
+$186M |
Top Sellers
| 1 | -$792M | |
| 2 | -$764M | |
| 3 | -$619M | |
| 4 |
Lazard Asset Management
New York
|
-$372M |
| 5 |
Citigroup
New York
|
-$300M |