Charles Schwab
SCHW
2,140 hedge funds and large institutions have $137B invested in Charles Schwab in 2025 Q2 according to their latest regulatory filings, with 243 funds opening new positions, 871 increasing their positions, 779 reducing their positions, and 104 closing their positions.
134% more first-time investments, than exits
New positions opened: 243 | Existing positions closed: 104
15% more funds holding in top 10
Funds holding in top 10: 88 → 101 (+13)
15% more capital invested
Capital invested by funds: $120B → $137B (+$17.7B)
12% more repeat investments, than reductions
Existing positions increased: 871 | Existing positions reduced: 779
11% more call options, than puts
Call options by funds: $2.15B | Put options by funds: $1.94B
6% more funds holding
Funds holding: 2,024 → 2,140 (+116)
0.96% less ownership
Funds ownership: 83.85% → 82.89% (-0.96%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$1.38B |
| 2 |
Brown Advisory
Baltimore,
Maryland
|
+$478M |
| 3 |
BlackRock
New York
|
+$448M |
| 4 |
Primecap Management
Pasadena,
California
|
+$421M |
| 5 |
Bank of New York Mellon
New York
|
+$262M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.64B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$604M |
| 3 |
D.E. Shaw & Co
New York
|
-$534M |
| 4 |
Millennium Management
New York
|
-$424M |
| 5 |
Harris Associates
Chicago,
Illinois
|
-$389M |
SCHW Hedge Fund Activity: Q2 2025 in Review
2,140 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab (SCHW) for Q2 2025, worth a combined $137B — up 15% from $120B a quarter earlier.
Buyers outnumbered sellers: 243 funds opened new SCHW positions and 104 closed out — a net gain of 139 holders — while 871 added to existing stakes and 779 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $1.38B. The largest seller was Citadel Advisors, cutting an estimated $1.64B.
- 2,140 institutional investors held Charles Schwab (SCHW) as of Q2 2025, up from 2,024 in Q1 2025.
- Funds reported $137B of Charles Schwab stock for Q2 2025, up 15% quarter-over-quarter.
- 243 funds opened new Charles Schwab positions in Q2 2025 and 104 closed out, a net change of +139 holders.
- The largest Charles Schwab buyer in Q2 2025 was JP Morgan Chase, an estimated $1.38B added.
- The largest Charles Schwab seller in Q2 2025 was Citadel Advisors, an estimated $1.64B sold.
Based on aggregated 13F filings for Q2 2025.