Charles Schwab
SCHW
SCHW
2,120 hedge funds and large institutions have $137B invested in Charles Schwab in 2025 Q2 according to their latest regulatory filings, with 240 funds opening new positions, 864 increasing their positions, 770 reducing their positions, and 103 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
11% more call options, than puts
Call options by funds: $2.15B | Put options by funds: $1.94B
6% more funds holding
Funds holding: 2,006 → 2,120 (+114)
0.35% more ownership
Funds ownership: 82.34% → 82.69% (+0.35%)
Holders
2,120
Holding in Top 10
100
Calls
$2.15B
Puts
$1.94B
Top Buyers
| 1 | +$1.5B | |
| 2 | +$521M | |
| 3 | +$488M | |
| 4 |
Primecap Management
Pasadena,
California
|
+$459M |
| 5 |
Bank of New York Mellon
New York
|
+$285M |
Top Sellers
| 1 | -$1.78B | |
| 2 | -$658M | |
| 3 | -$582M | |
| 4 |
Millennium Management
New York
|
-$462M |
| 5 |
Harris Associates
Chicago,
Illinois
|
-$424M |