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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
AIFAIM
1601
American Institute for Advanced Investment Management
Arizona
$372K -$2.09K -22 -0.6%
TCM
1602
Triumph Capital Management
Colorado
$371K -$854 -9 -0.2%
FHC
1603
First Horizon Corporation
Tennessee
$371K +$369K +3,883 New
OCG
1604
Opus Capital Group
Ohio
$370K – – –
RCP
1605
Rothschild Capital Partners
New York
$369K – – –
BFG
1606
Berger Financial Group
Minnesota
$367K +$5.79K +61 +2%
ATS
1607
Ashton Thomas Securities
New York
$367K +$365K +3,847 New
FFO
1608
Fiduciary Family Office
Florida
$366K -$61.7K -650 -15%
LSA
1609
Leonteq Securities AG
Switzerland
$365K +$203K +2,137 +127%
JTWM
1610
Jackson Thornton Wealth Management
Alabama
$363K +$367K +3,869 New
PWM
1611
Purus Wealth Management
California
$362K -$7.88K -83 -2%
BWM
1612
Baron Wealth Management
Michigan
$360K -$17.1K -180 -5%
AGA
1613
Accuvest Global Advisors
Utah
$359K +$357K +3,760 New
MGWM
1614
Marks Group Wealth Management
Minnesota
$358K – – –
PCM
1615
Penserra Capital Management
California
$358K +$100K +1,056 +39%
SIM
1616
Studio Investment Management
Illinois
$358K -$11K -116 -3%
DP
1617
Denver PWM
Colorado
$357K – – –
FFB
1618
First Financial Bankshares
Texas
$356K +$107K +1,126 +43%
CWG
1619
Cornerstone Wealth Group
North Carolina
$356K +$41.3K +435 +13%
VWM
1620
Venturi Wealth Management
Texas
$355K +$98.2K +1,035 +39%
QFA
1621
Quantum Financial Advisors
California
$352K – – –
FCMT
1622
Founders Capital Management (Texas)
Texas
$351K – – –
TWM
1623
TriaGen Wealth Management
California
$351K -$9.87K -104 -3%
BCA
1624
Bay Colony Advisors
Massachusetts
$351K +$34.3K +361 +11%
BWS
1625
Broadway Wealth Solutions
Texas
$350K +$11.4K +120 +3%
63 64
65
66 67

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.