Charles Schwab
SCHW
SCHW
2,291 hedge funds and large institutions have $133B invested in Charles Schwab in 2026 Q1 according to their latest regulatory filings, with 191 funds opening new positions, 969 increasing their positions, 860 reducing their positions, and 152 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less funds holding
Funds holding: →
less ownership
Funds ownership: →
8% less capital invested
Capital invested by funds: $145B → $133B (-$12B)
14% less call options, than puts
Call options by funds: $1.21B | Put options by funds: $1.39B
17% less funds holding in top 10
Funds holding in top 10: 98 → 81 (-17)
Holders
2,291
Holding in Top 10
81
Calls
$1.21B
Puts
$1.39B
Top Buyers
| 1 | +$653M | |
| 2 | +$295M | |
| 3 | +$273M | |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$182M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$161M |
Top Sellers
| 1 | -$522M | |
| 2 | -$501M | |
| 3 | -$470M | |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
-$299M |
| 5 |
Millennium Management
New York
|
-$292M |