Charles Schwab
SCHW
SCHW
2,141 hedge funds and large institutions have $139B invested in Charles Schwab in 2025 Q3 according to their latest regulatory filings, with 176 funds opening new positions, 913 increasing their positions, 757 reducing their positions, and 117 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
2.72% less ownership
Funds ownership: 82.79% → 80.07% (-2.7%)
9% less funds holding in top 10
Funds holding in top 10: 100 → 91 (-9)
19% less call options, than puts
Call options by funds: $1.75B | Put options by funds: $2.16B
Holders
2,141
Holding in Top 10
91
Calls
$1.75B
Puts
$2.16B
Top Buyers
| 1 | +$585M | |
| 2 | +$388M | |
| 3 | +$280M | |
| 4 |
Millennium Management
New York
|
+$240M |
| 5 |
Citigroup
New York
|
+$211M |
Top Sellers
| 1 | -$1.66B | |
| 2 | -$956M | |
| 3 | -$418M | |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$380M |
| 5 |
GIM
Generation Investment Management
London,
United Kingdom
|
-$302M |