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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 %
KK
201
KLP Kapitalforvaltning
Norway
$56.1M +$2.18M +23,900 +4%
Handelsbanken Fonder
202
Handelsbanken Fonder
Sweden
$55.5M +$8.69M +95,275 +19%
CIM
203
Corda Investment Management
Texas
$54.4M -$1.09M -11,940 -2%
SCP
204
Sandhill Capital Partners
New York
$54.3M +$268K +2,942 +0.5%
LF
205
Lansforsakringar Fondforvaltning
Sweden
$53.9M -$2.79M -30,565 -5%
Voloridge Investment Management
206
Voloridge Investment Management
Florida
$53.7M +$50.3M +551,326 +1,480%
PA
207
PFG Advisors
Arizona
$53.2M +$53.2M +1,991,895 +65,501%
State of New Jersey Common Pension Fund D
208
State of New Jersey Common Pension Fund D
New Jersey
$53.1M – – –
RAM
209
Resona Asset Management
Japan
$53M +$2.32M +25,490 +5%
Allianz Asset Management
210
Allianz Asset Management
Germany
$51.9M -$5.12M -56,063 -9%
Rafferty Asset Management
211
Rafferty Asset Management
New York
$51.8M +$839K +9,193 +2%
Nomura Asset Management
212
Nomura Asset Management
Japan
$51.3M +$2.46M +26,952 +5%
First Trust Advisors
213
First Trust Advisors
Illinois
$51.3M +$37.1M +406,146 +261%
MC
214
Mount Capital
United Kingdom
$50.8M – – –
DGM
215
Delta Global Management
New York
$49.4M -$13.2M -144,729 -21%
Man Group
216
Man Group
United Kingdom
$49.1M +$17.7M +194,115 +56%
Squarepoint
217
Squarepoint
New York
$48.7M -$8.88M -97,360 -15%
Mariner
218
Mariner
Kansas
$48.6M -$2.44M -26,722 -5%
PI
219
PineBridge Investments
New York
$47.1M -$4.05M -44,438 -8%
Creative Planning
220
Creative Planning
Kansas
$46.4M -$1.87M -20,504 -4%
ACL
221
Azora Capital LP
Florida
$46.3M -$101M -1,112,376 -69%
ASRS
222
Arizona State Retirement System
Arizona
$46M -$2.81M -30,814 -6%
NSAM
223
North Star Asset Management
Wisconsin
$45.7M -$202K -2,216 -0.4%
CIPU
224
Caledonia Investments plc (UK)
United Kingdom
$45.7M +$45.7M +501,000 New
Janney Montgomery Scott
225
Janney Montgomery Scott
Pennsylvania
$45.4M -$3.1M -34,024 -6%
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