Charles Schwab
SCHW
SCHW
2,294 hedge funds and large institutions have $145B invested in Charles Schwab in 2025 Q4 according to their latest regulatory filings, with 276 funds opening new positions, 934 increasing their positions, 830 reducing their positions, and 95 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: →
1.57% more ownership
Funds ownership: 80.21% → 81.77% (+1.6%)
5% more capital invested
Capital invested by funds: $139B → $145B (+$6.27B)
28% less call options, than puts
Call options by funds: $1.49B | Put options by funds: $2.08B
Holders
2,294
Holding in Top 10
98
Calls
$1.49B
Puts
$2.08B
Top Buyers
| 1 | +$626M | |
| 2 | +$219M | |
| 3 | +$217M | |
| 4 |
Primecap Management
Pasadena,
California
|
+$196M |
| 5 |
BlackRock
New York
|
+$179M |
Top Sellers
| 1 | -$792M | |
| 2 | -$764M | |
| 3 | -$619M | |
| 4 |
Lazard Asset Management
New York
|
-$372M |
| 5 |
Citigroup
New York
|
-$300M |
