Charles Schwab
SCHW
2,332 hedge funds and large institutions have $133B invested in Charles Schwab in 2026 Q1 according to their latest regulatory filings, with 198 funds opening new positions, 984 increasing their positions, 873 reducing their positions, and 154 closing their positions.
29% more first-time investments, than exits
New positions opened: 198 | Existing positions closed: 154
13% more repeat investments, than reductions
Existing positions increased: 984 | Existing positions reduced: 873
0% more funds holding
Funds holding: 2,326 → 2,332 (+6)
1.4% less ownership
Funds ownership: 81.94% → 80.54% (-1.4%)
8% less capital invested
Capital invested by funds: $146B → $133B (-$12.1B)
14% less call options, than puts
Call options by funds: $1.21B | Put options by funds: $1.39B
19% less funds holding in top 10
Funds holding in top 10: 100 → 81 (-19)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$653M |
| 2 |
Bank of New York Mellon
New York
|
+$295M |
| 3 |
Two Sigma Investments
New York
|
+$273M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$182M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$161M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
-$522M |
| 2 |
GIM
Generation Investment Management
London,
United Kingdom
|
-$501M |
| 3 |
Janus Henderson Group
London,
|
-$470M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
-$299M |
| 5 |
Millennium Management
New York
|
-$292M |
SCHW Hedge Fund Activity: Q1 2026 in Review
2,332 of the 8,173 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab (SCHW) for Q1 2026, worth a combined $133B — down 8.3% from $146B a quarter earlier.
Buyers outnumbered sellers: 198 funds opened new SCHW positions and 154 closed out — a net gain of 44 holders — while 984 added to existing stakes and 873 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $653M. The largest seller was D.E. Shaw & Co, cutting an estimated $522M.
- 2,332 institutional investors held Charles Schwab (SCHW) as of Q1 2026, up from 2,326 in Q4 2025.
- Funds reported $133B of Charles Schwab stock for Q1 2026, down 8.3% quarter-over-quarter.
- 198 funds opened new Charles Schwab positions in Q1 2026 and 154 closed out, a net change of +44 holders.
- The largest Charles Schwab buyer in Q1 2026 was JP Morgan Chase, an estimated $653M added.
- The largest Charles Schwab seller in Q1 2026 was D.E. Shaw & Co, an estimated $522M sold.
Based on aggregated 13F filings for Q1 2026.