Charles Schwab
SCHW
2,024 hedge funds and large institutions have $120B invested in Charles Schwab in 2025 Q1 according to their latest regulatory filings, with 212 funds opening new positions, 891 increasing their positions, 668 reducing their positions, and 137 closing their positions.
55% more first-time investments, than exits
New positions opened: 212 | Existing positions closed: 137
33% more repeat investments, than reductions
Existing positions increased: 891 | Existing positions reduced: 668
14% more funds holding in top 10
Funds holding in top 10: 77 → 88 (+11)
7% more capital invested
Capital invested by funds: $112B → $120B (+$7.86B)
2% more funds holding
Funds holding: 1,986 → 2,024 (+38)
0.19% less ownership
Funds ownership: 84.04% → 83.85% (-0.19%)
13% less call options, than puts
Call options by funds: $1.49B | Put options by funds: $1.71B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.75B |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.56B |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.44B |
| 4 |
BlackRock
New York
|
+$1.41B |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$1.04B |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$14.5B |
| 2 |
Coatue Management
New York
|
-$334M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$253M |
| 4 |
First Eagle Investment Management
New York
|
-$235M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$125M |
SCHW Hedge Fund Activity: Q1 2025 in Review
2,024 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab (SCHW) for Q1 2025, worth a combined $120B — up 7% from $112B a quarter earlier.
Buyers outnumbered sellers: 212 funds opened new SCHW positions and 137 closed out — a net gain of 75 holders — while 891 added to existing stakes and 668 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $1.75B. The largest seller was Toronto Dominion Bank, cutting an estimated $14.5B.
- 2,024 institutional investors held Charles Schwab (SCHW) as of Q1 2025, up from 1,986 in Q4 2024.
- Funds reported $120B of Charles Schwab stock for Q1 2025, up 7% quarter-over-quarter.
- 212 funds opened new Charles Schwab positions in Q1 2025 and 137 closed out, a net change of +75 holders.
- The largest Charles Schwab buyer in Q1 2025 was Fidelity Investments, an estimated $1.75B added.
- The largest Charles Schwab seller in Q1 2025 was Toronto Dominion Bank, an estimated $14.5B sold.
Based on aggregated 13F filings for Q1 2025.