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Charles Schwab
SCHW

Overview Fund Activity

1,964 hedge funds and large institutions have $112B invested in Charles Schwab in 2024 Q4 according to their latest regulatory filings, with 267 funds opening new positions, 699 increasing their positions, 747 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,964
Holders Change
+130
Holders Change %
+7.09%
% of All Funds
26.15%
Holding in Top 10
76
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+43.4%
% of All Funds
1.01%
New
267
Increased
699
Reduced
747
Closed
107
Calls
$1.44B
Puts
$2.33B
Net Calls
-$897M
Net Calls Change
-$489M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
$1.08B
2
Coatue Management
Coatue Management
New York
$334M
3
Millennium Management
Millennium Management
New York
$440M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$718M
5
Marshall Wace
Marshall Wace
United Kingdom
$309M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.41B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.63B
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$474M
4
Bank of America
Bank of America
North Carolina
$991M
5
TP
Theleme Partners
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
101
CIBC Private Wealth Group
Georgia
$131M -$2.86M -39,233 -2%
ACL
102
Azora Capital LP
Florida
$128M +$115M +1,547,155 +827%
Neuberger Berman Group
103
Neuberger Berman Group
New York
$126M +$102M +1,384,098 +431%
Parnassus Investments
104
Parnassus Investments
California
$125M +$39.2K +530 +0%
LIP
105
Liontrust Investment Partners
United Kingdom
$123M -$4.1M -55,426 -3%
EIC
106
Equity Investment Corp
Georgia
$119M -$2.62M -35,350 -2%
Manulife (Manufacturers Life Insurance)
107
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$118M -$32.6M -440,605 -22%
Assenagon Asset Management
108
Assenagon Asset Management
Luxembourg
$111M +$26.7M +360,692 +32%
State Board of Administration of Florida Retirement System
109
State Board of Administration of Florida Retirement System
Florida
$108M +$1M +13,513 +0.9%
William Blair & Company
110
William Blair & Company
Illinois
$106M -$9.04M -122,166 -8%
Two Sigma Advisers
111
Two Sigma Advisers
New York
$105M +$5.9M +79,700 +6%
Adage Capital Partners
112
Adage Capital Partners
Massachusetts
$103M -$770K -10,400 -0.7%
National Bank of Canada
113
National Bank of Canada
Quebec, Canada
$103M +$45.9M +619,779 +81%
MG
114
Markel Group
Virginia
$101M +$962K +13,000 +1%
Natixis Advisors
115
Natixis Advisors
Massachusetts
$96.6M +$1.23M +16,598 +1%
Squarepoint
116
Squarepoint
New York
$96.1M -$19.5M -263,724 -17%
Qube Research & Technologies (QRT)
117
Qube Research & Technologies (QRT)
United Kingdom
$95.2M -$24.4M -330,053 -20%
Bank of Nova Scotia
118
Bank of Nova Scotia
Ontario, Canada
$94.1M +$15.2M +205,662 +19%
New York State Teachers Retirement System (NYSTRS)
119
New York State Teachers Retirement System (NYSTRS)
New York
$93.4M -$2.3M -31,030 -2%
LPL Financial
120
LPL Financial
California
$93.1M +$4.08M +55,118 +5%
Ninety One (UK)
121
Ninety One (UK)
United Kingdom
$93.1M -$11.9M -161,324 -11%
SEI Investments
122
SEI Investments
Pennsylvania
$92.8M +$11.2M +151,778 +14%
Capital International Investors
123
Capital International Investors
California
$89.3M +$5.85M +79,082 +7%
Los Angeles Capital Management
124
Los Angeles Capital Management
California
$88M +$87.3M +1,180,163 +13,948%
Royal London Asset Management
125
Royal London Asset Management
United Kingdom
$87.8M +$254K +3,434 +0.3%
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