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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
FNBOO
1451
First National Bank of Omaha
Nebraska
$529K +$22.9K +241 +5%
AWAU
1452
Alliance Wealth Advisors (Utah)
Utah
$529K +$759 +8 +0.1%
JTF
1453
J. Team Financial
Texas
$526K +$523K +5,510 New
VI
1454
Versor Investments
New York
$525K +$522K +5,500 New
GWS
1455
Greykasell Wealth Strategies
California
$524K – – –
RWM
1456
Revisor Wealth Management
Ohio
$524K -$17.3K -182 -3%
KCM
1457
KRS Capital Management
Michigan
$523K +$285 +3 +0.1%
AF
1458
Apexium Financial
Texas
$523K +$95 +1 +0%
SAM
1459
Sompo Asset Management
Japan
$522K -$214K -2,250 -29%
BMCM
1460
Bryn Mawr Capital Management
Pennsylvania
$522K -$2.47K -26 -0.5%
AA
1461
Addison Advisors
Vermont
$521K – – –
YC
1462
Yarbrough Capital
Tennessee
$521K – – –
OWA
1463
Octavia Wealth Advisors
Ohio
$520K -$23.2K -244 -4%
AWM
1464
Accurate Wealth Management
Florida
$519K +$1.71K +18 +0.3%
LNB
1465
Ledyard National Bank
$517K – – –
WPWM
1466
Western Pacific Wealth Management
Illinois
$517K – – –
TWP
1467
Tempus Wealth Planning
California
$517K -$25.5K -269 -5%
CH
1468
Cromwell Holdings
Wyoming
$514K – – –
DI
1469
DAGCO Inc
Ohio
$513K – – –
WIM
1470
WealthPlan Investment Management
Nebraska
$512K +$25.6K +270 +5%
QPWM
1471
Quadrant Private Wealth Management
Pennsylvania
$508K +$11.1K +117 +2%
KFA
1472
Kelleher Financial Advisors
New York
$507K +$504K +5,313 New
PPW
1473
Parcion Private Wealth
Washington
$506K +$68.3K +720 +16%
BHBT
1474
Burke & Herbert Bank & Trust
Virginia
$506K – – –
SM
1475
Sciencast Management
New Jersey
$506K -$3.74M -39,350 -88%
57 58
59
60 61

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.