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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
MJRIC
1351
Mogy Joel R Investment Counsel
California
$658K – – –
PCM
1352
Pointe Capital Management
Michigan
$657K – – –
KCP
1353
Kera Capital Partners
California
$657K +$428K +4,508 +190%
RIM
1354
RW Investment Management
Idaho
$655K -$24.6K -259 -4%
IAIM
1355
International Assets Investment Management
Florida
$654K – – –
AAM
1356
Auxier Asset Management
Oregon
$654K – – –
PTP
1357
Platform Technology Partners
New York
$654K -$30.8K -325 -5%
GPA
1358
Garrison Point Advisors
California
$651K -$3.8K -40 -0.6%
MWM
1359
Modern Wealth Management
Kansas
$650K -$144K -1,519 -18%
MA
1360
MCF Advisors
Kentucky
$648K +$5.6K +59 +0.9%
BA
1361
Bridgewater Advisors
New York
$646K +$32.7K +345 +5%
TCM
1362
Traynor Capital Management
Pennsylvania
$646K -$32.9K -347 -5%
MFA
1363
Mayflower Financial Advisors
Massachusetts
$646K +$3.42K +36 +0.5%
ACM
1364
Arcataur Capital Management
Wisconsin
$645K -$7.59K -80 -1%
SRA
1365
Secured Retirement Advisors
Minnesota
$645K -$401K -4,223 -38%
AC
1366
AXQ Capital
New Jersey
$645K -$250K -2,629 -28%
DWM
1367
Defined Wealth Management
Oregon
$644K +$380 +4 +0.1%
PWM
1368
Palacios Wealth Management
Florida
$642K +$41.6K +438 +7%
BOM
1369
Bank of Marin
California
$641K +$23.6K +249 +4%
IFG
1370
Independent Financial Group
California
$641K +$2.56K +27 +0.4%
TC
1371
TAGStone Capital
North Carolina
$639K +$1.23K +13 +0.2%
PWM
1372
Prosperity Wealth Management
California
$636K +$31.7K +334 +5%
5W
1373
5T Wealth
California
$633K +$380 +4 +0.1%
CCWM
1374
Cassaday & Co Wealth Management
Virginia
$629K +$7.12K +75 +1%
CCA
1375
Coign Capital Advisors
Utah
$628K +$625K +6,581 New
53 54
55
56 57

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.