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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
SAM
1201
Silvercrest Asset Management
New York
$963K – – –
VPW
1202
Variant Private Wealth
Virginia
$963K -$11.5K -121 -1%
HKIMG
1203
Hutchens & Kramer Investment Management Group
Indiana
$963K -$54.8K -577 -5%
AMM
1204
American Money Management
California
$959K +$3.32K +35 +0.3%
AAM
1205
Advisors Asset Management
Colorado
$957K -$236K -2,483 -20%
BWM
1206
BigSur Wealth Management
Florida
$955K – – –
EDRH
1207
Edmond de Rothschild Holding
Switzerland
$955K – – –
LWCFA
1208
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$954K +$957K +10,080 New
PFA
1209
Pure Financial Advisors
California
$953K +$23.5K +248 +3%
CGFA
1210
Colton Groome Financial Advisors
North Carolina
$952K +$22.8K +240 +2%
NG
1211
Novem Group
New York
$945K +$37.4K +394 +4%
BWP
1212
Balboa Wealth Partners
Arizona
$942K -$125K -1,315 -12%
IF
1213
Ironwood Financial
Arizona
$936K – – –
SC
1214
Syon Capital
California
$934K +$473K +4,978 +104%
PWMAG
1215
Pinnacle Wealth Management Advisory Group
New Jersey
$934K +$14K +147 +2%
CNTOF
1216
Canandaigua National Trust of Florida
New York
$930K -$58.4K -615 -6%
HIM
1217
Hillsdale Investment Management
Ontario, Canada
$924K +$919K +9,680 New
EAM
1218
Erste Asset Management
Austria
$923K -$8.48M -89,333 -90%
MC
1219
Matisse Capital
Oregon
$919K -$226K -2,385 -20%
PA
1220
PFG Advisors
Arizona
$919K -$188M -1,985,311 -100%
LRIA
1221
Leonard Rickey Investment Advisors
Washington
$910K +$49.8K +525 +6%
TCOT
1222
Trust Company of Toledo
Ohio
$910K +$65.7K +692 +8%
KPWS
1223
Kestra Private Wealth Services
Texas
$909K +$6.26K +66 +0.7%
LCGC
1224
Legacy Capital Group California
California
$909K +$904K +9,520 New
NP
1225
Nilsine Partners
Colorado
$904K +$43.9K +462 +5%
47 48
49
50 51

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.