Charles Schwab
SCHW
1,986 hedge funds and large institutions have $112B invested in Charles Schwab in 2024 Q4 according to their latest regulatory filings, with 275 funds opening new positions, 706 increasing their positions, 751 reducing their positions, and 107 closing their positions.
157% more first-time investments, than exits
New positions opened: 275 | Existing positions closed: 107
43% more funds holding in top 10
Funds holding in top 10: 54 → 77 (+23)
16% more capital invested
Capital invested by funds: $96.2B → $112B (+$15.6B)
7% more funds holding
Funds holding: 1,848 → 1,986 (+138)
0.64% more ownership
Funds ownership: 83.4% → 84.04% (+0.64%)
6% less repeat investments, than reductions
Existing positions increased: 706 | Existing positions reduced: 751
38% less call options, than puts
Call options by funds: $1.44B | Put options by funds: $2.33B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
+$922M |
| 2 |
Coatue Management
New York
|
+$337M |
| 3 |
Millennium Management
New York
|
+$321M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$297M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$276M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$1.1B |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$500M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$496M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$456M |
| 5 |
TP
Theleme Partners
London,
United Kingdom
|
-$272M |
SCHW Hedge Fund Activity: Q4 2024 in Review
1,986 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab (SCHW) for Q4 2024, worth a combined $112B — up 16% from $96.2B a quarter earlier.
Buyers outnumbered sellers: 275 funds opened new SCHW positions and 107 closed out — a net gain of 168 holders — while 706 added to existing stakes and 751 trimmed.
The largest buyer was Viking Global Investors, adding an estimated $922M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.1B.
- 1,986 institutional investors held Charles Schwab (SCHW) as of Q4 2024, up from 1,848 in Q3 2024.
- Funds reported $112B of Charles Schwab stock for Q4 2024, up 16% quarter-over-quarter.
- 275 funds opened new Charles Schwab positions in Q4 2024 and 107 closed out, a net change of +168 holders.
- The largest Charles Schwab buyer in Q4 2024 was Viking Global Investors, an estimated $922M added.
- The largest Charles Schwab seller in Q4 2024 was T. Rowe Price Associates, an estimated $1.1B sold.
Based on aggregated 13F filings for Q4 2024.