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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 %
MPM
2026
MBB Public Markets
Illinois
– -$262K -4,050 Closed
SWM
2027
SFG Wealth Management
Maryland
– -$262K -4,050 Closed
CWM
2028
Centric Wealth Management
Illinois
– -$285K -3,757 Closed
TCA
2029
Transcend Capital Advisors
New Jersey
– -$243K -3,753 Closed
PSC
2030
Portman Square Capital
United Kingdom
– -$237K -3,663 Closed
QP
2031
Quilter Plc
United Kingdom
– -$235K -3,626 Closed
HWP
2032
Hibernia Wealth Partners
Louisiana
– -$234K -3,616 Closed
JHCP
2033
Jackson Hole Capital Partners
Oklahoma
– -$223K -3,446 Closed
CCG
2034
Cypress Capital Group
Florida
– -$222K -3,433 Closed
CT
2035
Chicago Trust
Illinois
– -$217K -3,353 Closed
WHG
2036
Westwood Holdings Group
Texas
– -$216K -3,326 Closed
CC
2037
Corton Capital
Ontario, Canada
– -$215K -3,324 Closed
FFO
2038
Fiduciary Family Office
Florida
– -$212K -3,269 Closed
WP
2039
WealthShield Partners
North Carolina
– -$206K -3,174 Closed
CCMT
2040
CMT Capital Markets Trading
Germany
– -$206K -3,172 Closed
MAM
2041
Magellan Asset Management
Australia
– -$189K -2,921 Closed
DWS
2042
Dynamic Wealth Strategies
California
– -$99K -1,535 Closed
NFA
2043
Northwest Financial Advisors
Virginia
– -$84.8K -1,309 Closed
RAM
2044
Ramirez Asset Management
New York
– -$84.3K -1,300 Closed
IAS
2045
IMA Advisory Services
Colorado
– -$82.7K -1,276 Closed
ATS
2046
Ashton Thomas Securities
New York
– -$60.6K -935 Closed
RWA
2047
Redmont Wealth Advisors
Illinois
– -$55K -848 Closed
HGA
2048
Hobbs Group Advisors
South Carolina
– -$45.1K -696 Closed
AF
2049
Arrow Financial
New York
– -$40.5K -625 Closed
PWM
2050
Partnership Wealth Management
Maryland
– -$38.9K -600 Closed
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