Charles Schwab
SCHW
1,874 hedge funds and large institutions have $105B invested in Charles Schwab in 2023 Q4 according to their latest regulatory filings, with 285 funds opening new positions, 763 increasing their positions, 640 reducing their positions, and 121 closing their positions.
136% more first-time investments, than exits
New positions opened: 285 | Existing positions closed: 121
52% more funds holding in top 10
Funds holding in top 10: 58 → 88 (+30)
30% more capital invested
Capital invested by funds: $80.5B → $105B (+$24.2B)
19% more repeat investments, than reductions
Existing positions increased: 763 | Existing positions reduced: 640
8% more funds holding
Funds holding: 1,736 → 1,874 (+138)
3.04% more ownership
Funds ownership: 82.83% → 85.87% (+3%)
7% more call options, than puts
Call options by funds: $2.42B | Put options by funds: $2.26B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.57B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$1B |
| 3 |
JP Morgan Chase
New York
|
+$508M |
| 4 |
Dodge & Cox
San Francisco,
California
|
+$473M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
+$208M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$239M |
| 2 |
D.E. Shaw & Co
New York
|
-$191M |
| 3 |
Renaissance Technologies
New York
|
-$184M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$184M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$143M |
SCHW Hedge Fund Activity: Q4 2023 in Review
1,874 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab (SCHW) for Q4 2023, worth a combined $105B — up 30% from $80.5B a quarter earlier.
Buyers outnumbered sellers: 285 funds opened new SCHW positions and 121 closed out — a net gain of 164 holders — while 763 added to existing stakes and 640 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.57B. The largest seller was Millennium Management, cutting an estimated $239M.
- 1,874 institutional investors held Charles Schwab (SCHW) as of Q4 2023, up from 1,736 in Q3 2023.
- Funds reported $105B of Charles Schwab stock for Q4 2023, up 30% quarter-over-quarter.
- 285 funds opened new Charles Schwab positions in Q4 2023 and 121 closed out, a net change of +164 holders.
- The largest Charles Schwab buyer in Q4 2023 was Morgan Stanley, an estimated $1.57B added.
- The largest Charles Schwab seller in Q4 2023 was Millennium Management, an estimated $239M sold.
Based on aggregated 13F filings for Q4 2023.