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Charles Schwab
SCHW

Overview Fund Activity

2,000 hedge funds and large institutions have $117B invested in Charles Schwab in 2025 Q1 according to their latest regulatory filings, with 214 funds opening new positions, 877 increasing their positions, 659 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,000
Holders Change
+36
Holders Change %
+1.83%
% of All Funds
27.17%
Holding in Top 10
87
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+14.47%
% of All Funds
1.18%
New
214
Increased
877
Reduced
659
Closed
137
Calls
$1.49B
Puts
$1.71B
Net Calls
-$221M
Net Calls Change
+$676M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.74B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.55B
3
Citadel Advisors
Citadel Advisors
Florida
+$1.44B
4
BlackRock
BlackRock
New York
+$1.41B
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.04B

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$14.5B
2
Coatue Management
Coatue Management
New York
-$334M
3
Marshall Wace
Marshall Wace
United Kingdom
-$252M
4
First Eagle Investment Management
First Eagle Investment Management
New York
-$235M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
Aberdeen Group
151
Aberdeen Group
United Kingdom
$79.4M -$12.3M -158,428 -13%
CLGM
152
Capitolis Liquid Global Markets
New York
$77.9M +$72M +920,300 +1,222%
State of Wisconsin Investment Board
153
State of Wisconsin Investment Board
Wisconsin
$77.7M +$4.3M +54,878 +6%
SO
154
STRS Ohio
Ohio
$75.7M +$2.24M +28,651 +3%
MAM
155
Madison Asset Management
Wisconsin
$75M -$297K -3,798 -0.4%
GT
156
Glenmede Trust
Pennsylvania
$75M +$1.2M +15,340 +2%
Marshall Wace
157
Marshall Wace
United Kingdom
$74.9M -$252M -3,224,338 -77%
BGM
158
Burkehill Global Management
New York
$74.4M +$74.4M +950,000 New
GC
159
Giverny Capital
Quebec, Canada
$74.3M +$89.2K +1,139 +0.1%
Schroder Investment Management Group
160
Schroder Investment Management Group
United Kingdom
$73.2M +$24.1M +309,579 +49%
Stifel Financial
161
Stifel Financial
Missouri
$73.2M +$7.28M +92,959 +11%
CCP
162
Clarkston Capital Partners
Michigan
$71.7M -$7.97M -101,761 -10%
Prudential Financial
163
Prudential Financial
New Jersey
$71.6M +$7.9M +100,894 +12%
Chevy Chase Trust
164
Chevy Chase Trust
Maryland
$71.2M +$8.75M +111,813 +14%
PCM
165
PAR Capital Management
Massachusetts
$70.8M – – –
PFM
166
Premier Fund Managers
United Kingdom
$70M +$28.2K +362 +0%
Toronto Dominion Bank
167
Toronto Dominion Bank
Ontario, Canada
$69.6M -$14.5B -184,604,137 -100%
JWBC
168
John W. Bristol & Co
New York
$67.9M -$1.48M -18,853 -2%
William Blair & Company
169
William Blair & Company
Illinois
$67.6M -$44.4M -566,974 -40%
Jane Street
170
Jane Street
New York
$66.9M +$36.9M +471,065 +123%
Walleye Capital
171
Walleye Capital
New York
$65.9M -$7.22M -92,290 -10%
Corient Private Wealth
172
Corient Private Wealth
Florida
$63.2M -$2.36M -30,128 -4%
ASC
173
Atalanta Sosnoff Capital
New York
$63.1M +$1.44M +18,380 +2%
Allspring Global Investments
174
Allspring Global Investments
North Carolina
$62.9M +$6.07M +78,169 +11%
CS
175
Central Securities
New York
$62.6M – – –
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