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SCHW
Charles Schwab
SCHW
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
New York
|
+$582M |
| 2 |
BlackRock
New York
|
+$386M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$279M |
| 4 |
Millennium Management
New York
|
+$239M |
| 5 |
Citigroup
New York
|
+$209M |
