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SCHW
Charles Schwab
SCHW
SCHW
2,315 hedge funds and large institutions have $145B invested in Charles Schwab in 2025 Q4 according to their latest regulatory filings, with 290 funds opening new positions, 939 increasing their positions, 832 reducing their positions, and 95 closing their positions.
New
Increased
Maintained
Reduced
Closed
205% more first-time investments, than exits
New positions opened: 290 | Existing positions closed: 95
13% more repeat investments, than reductions
Existing positions increased: 939 | Existing positions reduced: 832
7% more funds holding
Funds holding: 2,166 → 2,315 (+149)
7% more funds holding in top 10
Funds holding in top 10: 92 → 98 (+6)
1.59% more ownership
Funds ownership: 80.26% → 81.85% (+1.6%)
5% more capital invested
Capital invested by funds: $139B → $145B (+$6.31B)
28% less call options, than puts
Call options by funds: $1.49B | Put options by funds: $2.08B
Holders
2,315
Holders Change
+149
Holders Change %
+6.88%
% of All Funds
28.17%
Holding in Top 10
98
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.52%
% of All Funds
1.19%
New
290
Increased
939
Reduced
832
Closed
95
Calls
$1.49B
Puts
$2.08B
Net Calls
-$584M
Net Calls Change
-$168M
Top Buyers
| 1 |
JP Morgan Chase
New York
|
+$626M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$219M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$217M |
| 4 |
Primecap Management
Pasadena,
California
|
+$196M |
| 5 |
BlackRock
New York
|
+$179M |
Top Sellers
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$792M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$764M |
| 3 |
Dodge & Cox
San Francisco,
California
|
-$619M |
| 4 |
Lazard Asset Management
New York
|
-$372M |
| 5 |
Citigroup
New York
|
-$300M |
