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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 %
MIM
2126
Monashee Investment Management
Massachusetts
– -$5.87M -75,000 Closed
QOP
2127
Quinn Opportunity Partners
Virginia
– -$4.95M -63,214 Closed
FCM
2128
FJ Capital Management
Virginia
– -$4.78M -61,043 Closed
Parallax Volatility Advisers
2129
Parallax Volatility Advisers
California
– -$4.6M -58,715 Closed
WAM
2130
Wolverine Asset Management
Illinois
– -$4.51M -57,575 Closed
SC
2131
SummitTX Capital
Texas
– -$4.43M -56,574 Closed
CWM
2132
Cabot Wealth Management
Massachusetts
– -$3.51M -44,873 Closed
USAA
2133
United Services Automobile Association
Texas
– -$3.07M -39,512 Closed
JGC
2134
J. Goldman & Co
New York
– -$2.62M -33,428 Closed
Twin Tree Management
2135
Twin Tree Management
Texas
– -$2.51M -32,063 Closed
MSK
2136
Melissa S. Kampmann
– -$2.37M -30,335 Closed
AF
2137
Ally Financial
Michigan
– -$2.11M -27,000 Closed
CP
2138
Cumberland Partners
Ontario, Canada
– -$1.96M -25,000 Closed
RCM
2139
Rokos Capital Management
United Kingdom
– -$1.61M -20,524 Closed
ERIC
2140
Eagle Rock Investment Company
Georgia
– -$1.59M -20,279 Closed
AI
2141
AXS Investments
New York
– -$1.3M -16,617 Closed
PIC
2142
PCJ Investment Counsel
Ontario, Canada
– -$1.17M -15,000 Closed
SI
2143
Scharf Investments
California
– -$1.16M -14,765 Closed
IA
2144
Inspire Advisors
Idaho
– -$906K -11,576 Closed
TFS
2145
Thoroughbred Financial Services
Tennessee
– -$813K -10,388 Closed
EAM
2146
Eschler Asset Management
United Kingdom
– -$810K -10,345 Closed
AFM
2147
Anson Funds Management
Texas
– -$783K -10,000 Closed
LA
2148
Legacy Advisors
Pennsylvania
– -$707K -9,038 Closed
VC
2149
Veracity Capital
Georgia
– -$615K -7,859 Closed
VI
2150
Versor Investments
New York
– -$587K -7,500 Closed
84 85
86
87 88