Charles Schwab
SCHW
2,175 hedge funds and large institutions have $139B invested in Charles Schwab in 2025 Q3 according to their latest regulatory filings, with 178 funds opening new positions, 932 increasing their positions, 763 reducing their positions, and 117 closing their positions.
52% more first-time investments, than exits
New positions opened: 178 | Existing positions closed: 117
22% more repeat investments, than reductions
Existing positions increased: 932 | Existing positions reduced: 763
1% more funds holding
Funds holding: 2,146 → 2,175 (+29)
1% more capital invested
Capital invested by funds: $137B → $139B (+$1.76B)
2.63% less ownership
Funds ownership: 82.99% → 80.36% (-2.6%)
9% less funds holding in top 10
Funds holding in top 10: 102 → 93 (-9)
19% less call options, than puts
Call options by funds: $1.75B | Put options by funds: $2.16B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
+$582M |
| 2 |
BlackRock
New York
|
+$386M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$279M |
| 4 |
Millennium Management
New York
|
+$239M |
| 5 |
Citigroup
New York
|
+$209M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$1.65B |
| 2 |
JP Morgan Chase
New York
|
-$951M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$416M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$378M |
| 5 |
GIM
Generation Investment Management
London,
United Kingdom
|
-$300M |
SCHW Hedge Fund Activity: Q3 2025 in Review
2,175 of the 7,647 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab (SCHW) for Q3 2025, worth a combined $139B — up 1.3% from $137B a quarter earlier.
Buyers outnumbered sellers: 178 funds opened new SCHW positions and 117 closed out — a net gain of 61 holders — while 932 added to existing stakes and 763 trimmed.
The largest buyer was D.E. Shaw & Co, adding an estimated $582M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.65B.
- 2,175 institutional investors held Charles Schwab (SCHW) as of Q3 2025, up from 2,146 in Q2 2025.
- Funds reported $139B of Charles Schwab stock for Q3 2025, up 1.3% quarter-over-quarter.
- 178 funds opened new Charles Schwab positions in Q3 2025 and 117 closed out, a net change of +61 holders.
- The largest Charles Schwab buyer in Q3 2025 was D.E. Shaw & Co, an estimated $582M added.
- The largest Charles Schwab seller in Q3 2025 was T. Rowe Price Associates, an estimated $1.65B sold.
Based on aggregated 13F filings for Q3 2025.