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Charles Schwab
SCHW

Overview Fund Activity

2,109 hedge funds and large institutions have $137B invested in Charles Schwab in 2025 Q2 according to their latest regulatory filings, with 239 funds opening new positions, 861 increasing their positions, 765 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,109
Holders Change
+109
Holders Change %
+5.45%
% of All Funds
28.27%
Holding in Top 10
100
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+14.94%
% of All Funds
1.34%
New
239
Increased
861
Reduced
765
Closed
100
Calls
$2.15B
Puts
$1.94B
Net Calls
+$209M
Net Calls Change
+$430M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.5B
2
Brown Advisory
Brown Advisory
Maryland
+$521M
3
BlackRock
BlackRock
New York
+$488M
4
Primecap Management
Primecap Management
California
+$459M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$285M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$1.78B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$658M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$582M
4
Millennium Management
Millennium Management
New York
-$462M
5
Harris Associates
Harris Associates
Illinois
-$424M
Name Holding Trade Value Shares
Change 		Shares
Change %
Treasurer of the State of North Carolina
176
Treasurer of the State of North Carolina
North Carolina
$72.7M +$3.53M +38,701 +5%
ERSOT
177
Employees Retirement System of Texas
Texas
$72M -$748K -8,203 -1%
ESBC
178
E.S. Barr & Co
Kentucky
$71.6M -$906K -9,935 -1%
BCM
179
Becker Capital Management
Oregon
$69M -$31.7K -347 -0%
Swedbank
180
Swedbank
Sweden
$68.9M +$9.5M +104,138 +16%
Mitsubishi UFJ Trust & Banking
181
Mitsubishi UFJ Trust & Banking
Japan
$68.9M -$168K -1,841 -0.2%
William Blair & Company
182
William Blair & Company
Illinois
$68.7M -$10.1M -111,138 -13%
PA
183
Paralel Advisors
Colorado
$68.4M – – –
TD Asset Management
184
TD Asset Management
Ontario, Canada
$68.4M +$203K +2,228 +0.3%
CM
185
Cercano Management
Washington
$67.5M -$36.1M -395,213 -35%
Asset Management One
186
Asset Management One
Japan
$66.6M +$34.8K +381 +0.1%
Allspring Global Investments
187
Allspring Global Investments
North Carolina
$65.8M -$8.05M -88,297 -11%
PAM
188
Panagora Asset Management
Massachusetts
$65.5M +$63.9M +700,063 +3,848%
AssetMark Inc
189
AssetMark Inc
California
$65.5M +$26.2M +286,871 +67%
MC
190
Maplelane Capital
New York
$65.3M +$47M +515,280 +258%
Ohio Public Employees Retirement System (OPERS)
191
Ohio Public Employees Retirement System (OPERS)
Ohio
$63.5M +$1.32M +14,503 +2%
Balyasny Asset Management
192
Balyasny Asset Management
Illinois
$63.4M -$420M -4,600,797 -87%
AAM
193
Aureus Asset Management
Massachusetts
$59.6M -$982K -10,760 -2%
MML Investors Services
194
MML Investors Services
Massachusetts
$59.6M +$2.87M +31,441 +5%
Mackenzie Financial
195
Mackenzie Financial
Ontario, Canada
$59.4M +$3.21M +35,225 +6%
MSV
196
MN Services Vermogensbeheer
Netherlands
$58.8M +$8.43M +92,400 +17%
SCM
197
Snyder Capital Management
California
$57.6M -$9.23M -101,134 -14%
State of Tennessee, Department of Treasury
198
State of Tennessee, Department of Treasury
Tennessee
$57.6M +$1.31M +14,382 +2%
Jane Street
199
Jane Street
New York
$57.1M -$20.9M -228,989 -27%
PIM
200
Provident Investment Management
Michigan
$56.6M -$251K -2,754 -0.4%
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