Charles Schwab
SCHW
2,331 hedge funds and large institutions have $145B invested in Charles Schwab in 2025 Q4 according to their latest regulatory filings, with 300 funds opening new positions, 944 increasing their positions, 832 reducing their positions, and 97 closing their positions.
209% more first-time investments, than exits
New positions opened: 300 | Existing positions closed: 97
13% more repeat investments, than reductions
Existing positions increased: 944 | Existing positions reduced: 832
8% more funds holding in top 10
Funds holding in top 10: 93 → 100 (+7)
7% more funds holding
Funds holding: 2,174 → 2,331 (+157)
1.54% more ownership
Funds ownership: 80.36% → 81.9% (+1.5%)
4% more capital invested
Capital invested by funds: $139B → $145B (+$6.17B)
28% less call options, than puts
Call options by funds: $1.49B | Put options by funds: $2.08B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$626M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$219M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$217M |
| 4 |
Primecap Management
Pasadena,
California
|
+$196M |
| 5 |
BlackRock
New York
|
+$179M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$792M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$764M |
| 3 |
Dodge & Cox
San Francisco,
California
|
-$619M |
| 4 |
Lazard Asset Management
New York
|
-$372M |
| 5 |
Citigroup
New York
|
-$300M |
SCHW Hedge Fund Activity: Q4 2025 in Review
2,331 of the 8,284 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab (SCHW) for Q4 2025, worth a combined $145B — up 4.4% from $139B a quarter earlier.
Buyers outnumbered sellers: 300 funds opened new SCHW positions and 97 closed out — a net gain of 203 holders — while 944 added to existing stakes and 832 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $626M. The largest seller was T. Rowe Price Associates, cutting an estimated $792M.
- 2,331 institutional investors held Charles Schwab (SCHW) as of Q4 2025, up from 2,174 in Q3 2025.
- Funds reported $145B of Charles Schwab stock for Q4 2025, up 4.4% quarter-over-quarter.
- 300 funds opened new Charles Schwab positions in Q4 2025 and 97 closed out, a net change of +203 holders.
- The largest Charles Schwab buyer in Q4 2025 was JP Morgan Chase, an estimated $626M added.
- The largest Charles Schwab seller in Q4 2025 was T. Rowe Price Associates, an estimated $792M sold.
Based on aggregated 13F filings for Q4 2025.