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Charles Schwab

1,864 hedge funds and large institutions have $108B invested in Charles Schwab in 2024 Q1 according to their latest regulatory filings, with 171 funds opening new positions, 761 increasing their positions, 680 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,864
Holders Change
+1
Holders Change %
+0.05%
% of All Funds
27.02%
Holding in Top 10
78
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-10.34%
% of All Funds
1.13%
New
171
Increased
761
Reduced
680
Closed
147
Calls
$1.68B
Puts
$2.44B
Net Calls
-$762M
Net Calls Change
-$922M
Name Holding Trade Value Shares
Change
Shares
Change %
MIC
1876
Maxi Investments CY
Cyprus
-$5.17M -75,167 Closed
DFO
1877
Duquesne Family Office
New York
-$4.93M -71,700 Closed
RCAP
1878
Resolute Capital Asset Partners
Colorado
-$4.47M -65,000 Closed
TAF
1879
Tredje AP-fonden
Sweden
-$4.37M -63,523 Closed
MGM
1880
Miura Global Management
New York
-$3.99M -58,000 Closed
PI
1881
PEAK6 Investments
Illinois
-$3.86M -56,040 Closed
Parallax Volatility Advisers
1882
Parallax Volatility Advisers
California
-$3.47M -50,497 Closed
LFCM
1883
Long Focus Capital Management
Puerto Rico
-$3.44M -50,000 Closed
PI
1884
PineBridge Investments
New York
-$3.32M -48,239 Closed
WIS
1885
Wright Investors Service
Connecticut
-$3.24M -47,164 Closed
ACM
1886
Arvin Capital Management
Texas
-$3.11M -45,269 Closed
GAM
1887
Groupama Asset Management
France
-$3M -43,548 Closed
HT
1888
HAP Trading
New York
-$2.9M -42,095 Closed
UAM
1889
UAS Asset Management
New York
-$2.83M -41,075 Closed
ZIG
1890
Zurich Insurance Group
Switzerland
-$2.66M -38,600 Closed
FI
1891
FJ Investments
Utah
-$2.66M -38,600 Closed
NFC
1892
Northeast Financial Consultants
Connecticut
-$2.43M -35,319 Closed
CLOS
1893
Compagnie Lombard Odier SCmA
Switzerland
-$2.41M -35,000 Closed
M1FG
1894
Mach-1 Financial Group
Arkansas
-$2.3M -33,358 Closed
MMA
1895
Mizuho Markets Americas
New York
-$2.29M -33,256 Closed
OAM
1896
Occidental Asset Management
California
-$2.18M -31,649 Closed
SIM
1897
Sterling Investment Management
Arizona
-$2.16M -31,450 Closed
CAM
1898
Crown Advisors Management
California
-$2.06M -30,000 Closed
SAG
1899
SageView Advisory Group
California
-$1.88M -29,148 Closed
NFG
1900
Nations Financial Group
Iowa
-$1.95M -28,294 Closed