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Charles Schwab

1,663 hedge funds and large institutions have $77.3B invested in Charles Schwab in 2023 Q1 according to their latest regulatory filings, with 292 funds opening new positions, 791 increasing their positions, 458 reducing their positions, and 215 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,663
Holders Change
+47
Holders Change %
+2.91%
% of All Funds
26.62%
Holding in Top 10
51
Holding in Top 10 Change
-79
Holding in Top 10 Change %
-60.77%
% of All Funds
0.82%
New
292
Increased
791
Reduced
458
Closed
215
Calls
$1.83B
Puts
$2.22B
Net Calls
-$383M
Net Calls Change
-$368M
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
1676
Suvretta Capital Management
New York
-$50.3M -604,204 Closed
GWM
1677
Greenwich Wealth Management
Connecticut
-$40M -480,866 Closed
ACL
1678
Azora Capital LP
Florida
-$37M -444,570 Closed
FFM
1679
Fullerton Fund Management
Singapore
-$36.8M -441,464 Closed
NRCM
1680
North Reef Capital Management
California
-$34.9M -419,414 Closed
CI
1681
Cambiar Investors
Colorado
-$33.1M -398,126 Closed
ECM
1682
Ensemble Capital Management
California
-$30.5M -366,459 Closed
AIA
1683
Avalon Investment & Advisory
Texas
-$29.7M -356,462 Closed
CIM
1684
Confluence Investment Management
Missouri
-$22.8M -274,315 Closed
HWCM
1685
Hudson Way Capital Management
Texas
-$21.3M -256,306 Closed
ILCM
1686
Ivy Lane Capital Management
Florida
-$18.7M -225,000 Closed
Walleye Capital
1687
Walleye Capital
New York
-$18.7M -224,247 Closed
CAM
1688
ClariVest Asset Management
California
-$15.4M -184,698 Closed
KA
1689
Kerrisdale Advisers
Florida
-$13.6M -163,102 Closed
MPA
1690
Marvin & Palmer Associates
Delaware
-$10M -120,122 Closed
PE
1691
Point72 Europe
United Kingdom
-$9.91M -118,999 Closed
PCM
1692
Prana Capital Management
Connecticut
-$9.89M -118,829 Closed
SPC
1693
Stony Point Capital
New York
-$9.25M -111,105 Closed
VRS
1694
Virginia Retirement Systems
Virginia
-$8.63M -103,700 Closed
Walleye Trading
1695
Walleye Trading
New York
-$7.91M -94,996 Closed
OMC
1696
Overbrook Management Corp
New York
-$7.82M -93,869 Closed
IPGDR
1697
Investidor Profissional Gestao de Recursos
Brazil
-$7.3M -87,717 Closed
TIP
1698
Torray Investment Partners
Maryland
-$6.01M -72,221 Closed
CCM
1699
Channing Capital Management
Illinois
-$5.96M -71,640 Closed
BSA
1700
Braun Stacey Associates
New York
-$5.87M -70,510 Closed