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Charles Schwab
SCHW

Overview Fund Activity

1,964 hedge funds and large institutions have $112B invested in Charles Schwab in 2024 Q4 according to their latest regulatory filings, with 267 funds opening new positions, 699 increasing their positions, 747 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,964
Holders Change
+130
Holders Change %
+7.09%
% of All Funds
26.14%
Holding in Top 10
76
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+43.4%
% of All Funds
1.01%
New
267
Increased
699
Reduced
747
Closed
107
Calls
$1.44B
Puts
$2.33B
Net Calls
-$897M
Net Calls Change
-$489M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$912M
2
Coatue Management
Coatue Management
New York
+$334M
3
Millennium Management
Millennium Management
New York
+$318M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$294M
5
Marshall Wace
Marshall Wace
United Kingdom
+$273M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.09B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$495M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$491M
4
Bank of America
Bank of America
North Carolina
-$451M
5
TP
Theleme Partners
United Kingdom
-$272M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
176
Susquehanna International Group
Pennsylvania
$47.7M +$31M +418,552 +185%
Asset Management One
177
Asset Management One
Japan
$47.7M +$3.24M +43,308 +7%
TCA
178
Teewinot Capital Advisers
New York
$47.1M -$10.4M -140,186 -18%
Ohio Public Employees Retirement System (OPERS)
179
Ohio Public Employees Retirement System (OPERS)
Ohio
$46.9M -$2.32M -31,375 -5%
Schroder Investment Management Group
180
Schroder Investment Management Group
United Kingdom
$46.6M +$4.26M +57,684 +10%
Swedbank
181
Swedbank
Sweden
$46.2M +$1.42M +19,160 +3%
CSS
182
Cubist Systematic Strategies
Connecticut
$46M -$14.8M -199,384 -24%
Zurich Cantonal Bank
183
Zurich Cantonal Bank
Switzerland
$45.7M +$5.7M +76,954 +14%
CIM
184
Corda Investment Management
Texas
$45.6M -$1.02M -13,826 -2%
MCM
185
Moore Capital Management
New York
$45.6M +$45.6M +615,664 New
PIM
186
Provident Investment Management
Michigan
$45.2M -$935K -12,630 -2%
Allianz Asset Management
187
Allianz Asset Management
Germany
$45.2M +$1.31M +17,699 +3%
SCP
188
Sandhill Capital Partners
New York
$44.6M -$13.6M -184,149 -23%
MML Investors Services
189
MML Investors Services
Massachusetts
$44.2M +$914K +12,351 +2%
BHC
190
Bowen Hanes & Co
Florida
$44.1M +$35.3M +477,277 +402%
MSV
191
MN Services Vermogensbeheer
Netherlands
$44.1M +$822K +11,100 +2%
State of New Jersey Common Pension Fund D
192
State of New Jersey Common Pension Fund D
New Jersey
$43.5M +$2.33M +31,541 +6%
AI
193
Ariel Investments
Illinois
$43M -$6.6M -89,191 -13%
Victory Capital Management
194
Victory Capital Management
Texas
$42.2M -$586K -7,924 -1%
Janney Montgomery Scott
195
Janney Montgomery Scott
Pennsylvania
$42.1M -$978K -13,212 -2%
TD Asset Management
196
TD Asset Management
Ontario, Canada
$41.8M +$1.4M +18,866 +3%
PI
197
PineBridge Investments
New York
$41.8M +$41.8M +564,608 New
State of Tennessee, Department of Treasury
198
State of Tennessee, Department of Treasury
Tennessee
$41.5M +$3.03M +40,997 +8%
MC
199
Mount Capital
United Kingdom
$41.2M – – –
Tudor Investment Corp
200
Tudor Investment Corp
Connecticut
$41.1M -$981K -13,256 -2%
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