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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
NMC
1426
Nine Masts Capital
Hong Kong
$555K -$242K -2,553 -31%
BWG
1427
Beta Wealth Group
California
$554K -$114K -1,201 -17%
WAS
1428
WESPAC Advisors SoCal
California
$554K – – –
IFPG
1429
Intrepid Financial Planning Group
Indiana
$554K -$47.5K -500 -8%
RWP
1430
Ridgecrest Wealth Partners
California
$552K +$1.42K +15 +0.3%
PMFA
1431
Plante Moran Financial Advisors
Michigan
$550K -$1.14K -12 -0.2%
SHGA
1432
Sand Hill Global Advisors
California
$549K – – –
DI
1433
Diligent Investors
California
$548K – – –
OL
1434
Optas LLC
Texas
$547K +$30.3K +319 +6%
IWA
1435
Icon Wealth Advisors
Texas
$546K -$1.61K -17 -0.3%
BCG
1436
BayBridge Capital Group
California
$545K -$133K -1,400 -20%
UAG
1437
United Advisor Group
Ohio
$543K +$540K +5,692 New
JEST
1438
JTC Employer Solutions Trustee
Jersey
$541K – – –
SI
1439
Severin Investments
Missouri
$540K +$537K +5,654 New
ZBNA
1440
Zions Bancorporation, National Association
Utah
$540K +$265K +2,796 +98%
CRI
1441
Commonwealth Retirement Investments
Virginia
$539K -$57.5K -606 -10%
KWM
1442
Kingsview Wealth Management
Oregon
$539K +$6.45K +68 +1%
WB
1443
WesBanco Bank
West Virginia
$538K +$285 +3 +0.1%
ACM
1444
Avalon Capital Management
California
$538K -$4.46K -47 -0.8%
MHR
1445
Matthew Hamilton Rosenberg
$536K – – –
DIM
1446
Delta Investment Management
California
$536K +$31K +327 +6%
CFM
1447
Catalyst Funds Management
Australia
$535K +$532K +5,600 New
PTC
1448
Private Trust Company
Ohio
$533K +$40.1K +422 +8%
DWA
1449
Douglass Winthrop Advisors
New York
$532K +$116K +1,218 +28%
ZIM
1450
Zacks Investment Management
Illinois
$531K +$528K +5,560 New
56 57
58
59 60

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.