Charles Schwab
SCHW
SCHW
2,006 hedge funds and large institutions have $117B invested in Charles Schwab in 2025 Q1 according to their latest regulatory filings, with 213 funds opening new positions, 880 increasing their positions, 662 reducing their positions, and 137 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
2% more funds holding
Funds holding: 1,970 → 2,006 (+36)
1.56% less ownership
Funds ownership: 83.9% → 82.34% (-1.6%)
13% less call options, than puts
Call options by funds: $1.49B | Put options by funds: $1.71B
Holders
2,006
Holding in Top 10
87
Calls
$1.49B
Puts
$1.71B
Top Buyers
| 1 | +$1.74B | |
| 2 | +$1.55B | |
| 3 | +$1.44B | |
| 4 |
BlackRock
New York
|
+$1.41B |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$1.04B |
Top Sellers
| 1 | -$14.5B | |
| 2 | -$334M | |
| 3 | -$252M | |
| 4 |
First Eagle Investment Management
New York
|
-$235M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$125M |