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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 %
NI
1901
Nuance Investments
Missouri
-$1.78M -25,829 Closed
MA
1902
MYDA Advisors
New York
-$1.65M -24,000 Closed
II
1903
Inspire Investing
Idaho
-$1.63M -23,666 Closed
KI
1904
Kapitalo Investimentos
Brazil
-$1.59M -23,087 Closed
HCA
1905
Harbor Capital Advisors
Illinois
-$1.58M -23,003 Closed
WG
1906
Winton Group
United Kingdom
-$1.54M -22,320 Closed
FA
1907
FDx Advisors
Illinois
-$1.43M -20,791 Closed
BBP
1908
Banco BTG Pactual
Brazil
-$1.39M -20,000 Closed
LCM
1909
Laurion Capital Management
New York
-$1.35M -19,587 Closed
AGC
1910
Alden Global Capital
Florida
-$1.21M -17,650 Closed
RL
1911
Retireful LLC
Michigan
-$1.17M -17,075 Closed
CC
1912
Centiva Capital
New York
-$1.17M -16,978 Closed
NF
1913
Nikulski Financial
Iowa
-$1.15M -16,735 Closed
AI
1914
Atom Investors
Texas
-$1.1M -16,056 Closed
EAM
1915
Eschler Asset Management
United Kingdom
-$935K -15,024 Closed
TFS
1916
Thoroughbred Financial Services
Tennessee
-$940K -13,670 Closed
ES
1917
Eagle Strategies
New York
-$902K -13,117 Closed
PRC
1918
Pearl River Capital
Michigan
-$893K -12,978 Closed
UC
1919
Unio Capital
New Jersey
-$734K -10,675 Closed
CA
1920
Capital Advantage
California
-$711K -10,336 Closed
OTL
1921
Oak Thistle LLC
New York
-$692K -10,052 Closed
UWS
1922
Unique Wealth Strategies
Illinois
-$686K -9,971 Closed
BA
1923
Bridge Advisory
California
-$684K -9,935 Closed
MWM
1924
Meridian Wealth Management
Kentucky
-$672K -9,762 Closed
OCBCO
1925
Oversea-Chinese Banking Corp (OCBC)
Singapore
-$667K -9,588 Closed