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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 %
DM
2001
Delphi Management
Massachusetts
– -$839K -12,946 Closed
NERM
2002
New England Research & Management
Illinois
– -$771K -11,900 Closed
DLHL
2003
Donald L. Hagan LLC
Florida
– -$751K -11,583 Closed
BAM
2004
Bayview Asset Management
Florida
– -$648K -10,000 Closed
WG
2005
Winton Group
United Kingdom
– -$645K -9,957 Closed
CI
2006
Cavalier Investments
Georgia
– -$632K -9,754 Closed
DFG
2007
Demars Financial Group
Washington
– -$616K -9,500 Closed
KLCM
2008
KG&L Capital Management
Louisiana
– -$587K -9,061 Closed
MM
2009
MQS Management
New York
– -$489K -7,550 Closed
BIC
2010
Beach Investment Counsel
Pennsylvania
– -$468K -7,228 Closed
VI
2011
Versor Investments
New York
– -$453K -6,995 Closed
PP
2012
Paloma Partners
Connecticut
– -$434K -6,695 Closed
FW
2013
FullCircle Wealth
Texas
– -$468K -6,498 Closed
PIA
2014
Powell Investment Advisors
Florida
– -$421K -6,490 Closed
N
2015
Numerai
California
– -$404K -6,232 Closed
EWA
2016
Encompass Wealth Advisors
Oregon
– -$402K -6,200 Closed
ZIMP
2017
Zimmermann Investment Management & Planning
Pennsylvania
– -$376K -5,805 Closed
ARC
2018
Advisor Resource Council
Texas
– -$312K -4,821 Closed
SPWM
2019
Schrum Private Wealth Management
Florida
– -$279K -4,312 Closed
CC
2020
Callan Capital
California
– -$278K -4,287 Closed
WG
2021
Welch Group
Alabama
– -$278K -4,286 Closed
HOWA
2022
Heritage Oak Wealth Advisors
Florida
– -$276K -4,251 Closed
CCI
2023
Credit Capital Investments
New Jersey
– -$272K -4,200 Closed
CA
2024
Calton & Associates
Florida
– -$265K -4,094 Closed
BWM
2025
Baron Wealth Management
Michigan
– -$264K -4,079 Closed
79 80
81
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