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Charles Schwab

1,864 hedge funds and large institutions have $108B invested in Charles Schwab in 2024 Q1 according to their latest regulatory filings, with 171 funds opening new positions, 761 increasing their positions, 680 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,864
Holders Change
+1
Holders Change %
+0.05%
% of All Funds
27.02%
Holding in Top 10
78
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-10.34%
% of All Funds
1.13%
New
171
Increased
761
Reduced
680
Closed
147
Calls
$1.68B
Puts
$2.44B
Net Calls
-$762M
Net Calls Change
-$922M
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Nova Scotia
126
Bank of Nova Scotia
Ontario, Canada
$79.3M +$5.4M +74,696 +7%
TG
127
TCW Group
California
$78.3M -$2.27M -31,438 -3%
Primecap Management
128
Primecap Management
California
$77.6M -$13.4M -185,808 -15%
Los Angeles Capital Management
129
Los Angeles Capital Management
California
$76.8M -$15.8M -218,861 -17%
ASC
130
Atalanta Sosnoff Capital
New York
$76.7M -$7.48M -103,381 -9%
Prudential Financial
131
Prudential Financial
New Jersey
$76.5M -$2.23M -30,801 -3%
SEI Investments
132
SEI Investments
Pennsylvania
$76.5M +$6.94M +96,002 +10%
CCP
133
Clarkston Capital Partners
Michigan
$75.7M -$82.2K -1,136 -0.1%
CIC
134
Crawford Investment Counsel
Georgia
$75.4M +$1.62M +22,457 +2%
Cerity Partners
135
Cerity Partners
New York
$75.3M +$2.61M +35,947 +4%
Natixis Advisors
136
Natixis Advisors
Massachusetts
$75.1M +$8.05M +111,304 +12%
LPL Financial
137
LPL Financial
California
$74.3M +$9.02M +124,733 +14%
TAM
138
Tocqueville Asset Management
New York
$74M -$14.5M -200,957 -16%
Canada Life
139
Canada Life
Manitoba, Canada
$73.4M -$5.97M -82,516 -8%
DCP
140
Darsana Capital Partners
New York
$72.3M +$72.3M +1,000,000 New
TIM
141
Thornburg Investment Management
New Mexico
$72.2M -$13.8K -191 -0%
GT
142
Glenmede Trust
Pennsylvania
$72M -$41.8K -578 -0.1%
Wealth Enhancement Advisory Services
143
Wealth Enhancement Advisory Services
Minnesota
$70.6M +$2.29M +31,664 +3%
SL
144
Summitry LLC
California
$69.8M +$2.11M +29,184 +3%
Korea Investment Corp
145
Korea Investment Corp
South Korea
$68.4M -$7.07M -97,752 -9%
BHC
146
Bowen Hanes & Co
Florida
$67.8M +$642K +8,875 +1%
JWBC
147
John W. Bristol & Co
New York
$67.5M +$97.4K +1,346 +0.1%
Westfield Capital Management
148
Westfield Capital Management
Massachusetts
$67.3M +$8.47M +117,139 +14%
SO
149
STRS Ohio
Ohio
$66.4M -$1.76M -24,267 -3%
Squarepoint
150
Squarepoint
New York
$66.4M +$38.9M +537,359 +141%