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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 %
DGM
201
Delta Global Management
New York
$40.5M +$40.5M +547,682 New
KK
202
KLP Kapitalforvaltning
Norway
$39.9M +$39.9M +538,572 New
LF
203
Lansforsakringar Fondforvaltning
Sweden
$39.6M +$39.6M +534,637 New
Handelsbanken Fonder
204
Handelsbanken Fonder
Sweden
$39.5M +$3.91M +52,845 +11%
Rafferty Asset Management
205
Rafferty Asset Management
New York
$39M +$1.55M +20,938 +4%
Mariner
206
Mariner
Kansas
$38.7M -$6.76M -91,310 -15%
Public Sector Pension Investment Board (PSP Investments)
207
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$38.6M +$19.3M +261,158 +101%
Capital Fund Management (CFM)
208
Capital Fund Management (CFM)
France
$38.3M +$6.46M +87,219 +20%
Creative Planning
209
Creative Planning
Kansas
$38M +$163K +2,203 +0.4%
CFM
210
Coronation Fund Managers
South Africa
$37.5M +$1.27M +17,175 +4%
ACM
211
Aquatic Capital Management
Illinois
$37.5M +$22.7M +307,258 +154%
NSAM
212
North Star Asset Management
Wisconsin
$37.1M +$174K +2,346 +0.5%
BCIM
213
British Columbia Investment Management
British Columbia, Canada
$36.7M -$36.9M -498,057 -50%
Mackenzie Financial
214
Mackenzie Financial
Ontario, Canada
$36.7M +$1.83M +24,677 +5%
Credit Agricole
215
Credit Agricole
France
$36.3M +$25.3M +341,567 +229%
OA
216
Oak Associates
Ohio
$35.9M +$1.66M +22,472 +5%
ABC
217
Associated Banc-Corp
Wisconsin
$35.5M -$582K -7,870 -2%
RAM
218
Resona Asset Management
Japan
$35.4M +$205K +2,771 +0.6%
Nomura Asset Management
219
Nomura Asset Management
Japan
$34.8M -$29.2M -395,041 -46%
Man Group
220
Man Group
United Kingdom
$34.4M +$7.49M +101,187 +28%
ASRS
221
Arizona State Retirement System
Arizona
$34.3M +$2.21M +29,824 +7%
First Manhattan
222
First Manhattan
New York
$34.2M +$490K +6,621 +1%
Nisa Investment Advisors
223
Nisa Investment Advisors
Missouri
$34.1M +$60K +811 +0.2%
COA
224
Crown Oak Advisors
California
$33.9M +$9.7K +131 +0%
CIC
225
Carnegie Investment Counsel
Ohio
$33.7M -$212K -2,865 -0.6%
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