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Charles Schwab

1,726 hedge funds and large institutions have $80.4B invested in Charles Schwab in 2023 Q3 according to their latest regulatory filings, with 144 funds opening new positions, 742 increasing their positions, 629 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,726
Holders Change
-37
Holders Change %
-2.1%
% of All Funds
27.52%
Holding in Top 10
57
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-14.93%
% of All Funds
0.91%
New
144
Increased
742
Reduced
629
Closed
157
Calls
$1.71B
Puts
$1.86B
Net Calls
-$151M
Net Calls Change
+$96.5M
Name Holding Trade Value Shares
Change
Shares
Change %
GCS
1726
Gordian Capital (Singapore)
Singapore
$164
FGAM
1727
Financial Gravity Asset Management
Texas
$62 -$3.47K -56 -98%
LWANC
1728
Laurel Wealth Advisors (North Carolina)
North Carolina
$55
PCM
1729
Pentwater Capital Management
Florida
-$63.4M -1,118,983 Closed
Holocene Advisors
1730
Holocene Advisors
New York
-$32.1M -566,895 Closed
CS
1731
Clear Street
New York
-$23.1M -408,200 Closed
ADEF
1732
Adams Diversified Equity Fund
Maryland
-$20.3M -357,500 Closed
KI
1733
Kapitalo Investimentos
Brazil
-$14.3M -251,768 Closed
VIP
1734
Vantage Investment Partners
Missouri
-$13.2M -233,358 Closed
Arrowstreet Capital
1735
Arrowstreet Capital
Massachusetts
-$12.8M -225,283 Closed
IP
1736
Interval Partners
New York
-$11.3M -200,003 Closed
DWP
1737
Daymark Wealth Partners
Ohio
-$10.6M -186,552 Closed
BGDI
1738
BW Gestao de Investimentos
Brazil
-$10.5M -184,600 Closed
CM
1739
Churchill Management
California
-$9.01M -159,036 Closed
HF
1740
HRT Financial
New York
-$8.94M -157,756 Closed
PMEF
1741
Point72 Middle East FZE
United Arab Emirates
-$8.71M -153,690 Closed
KWILP
1742
Kiwi Wealth Investments Limited Partnership
New Zealand
-$8.3M -146,374 Closed
BC
1743
Brookfield Corp
Ontario, Canada
-$6.8M -119,900 Closed
AAF
1744
Andra AP-fonden
Sweden
-$6.07M -107,103 Closed
ECM
1745
ExodusPoint Capital Management
New York
-$4.59M -80,888 Closed
EGA
1746
Eagle Global Advisors
Texas
-$4.47M -78,907 Closed
WCM
1747
Wisconsin Capital Management
Wisconsin
-$4.1M -72,251 Closed
RCAP
1748
Resolute Capital Asset Partners
Colorado
-$3.97M -70,000 Closed
FEG
1749
Financial Enhancement Group
Indiana
-$4.3M -65,748 Closed
BFM
1750
Boothbay Fund Management
New York
-$3.7M -65,339 Closed