Schwab Corporation Sees Notable Hedge Fund Interest in Recent 13F Filings

Recent data from Holdings Channel reveals that The Charles Schwab Corporation (Symbol: SCHW) was included in the 13F filings of 12 hedge funds for the reporting period ending March 31, 2025. This concentration suggests a need for investors to examine these holdings more closely.

However, it’s essential to note that 13F filings only disclose a fund’s long positions. Funds aren’t obligated to share their short positions, which means that a hedge fund could be taking a bearish stance while simultaneously holding long positions. For instance, a fund might short a stock but still hold some shares. Thus, a 13F filing could create a misleading impression of bullish sentiment without revealing the full picture.

Despite this limitation, analyzing groups of 13F filings can yield valuable insights, particularly when comparing data across reporting periods. Here, we outline the changes in SCHW holdings among recently reported funds:

Out of the observed funds, 7 increased their SCHW positions from December 31, 2024, to March 31, 2025, while 2 funds reduced their holdings.

Expanding our analysis, we aggregated SCHW share counts across all the funds reporting as of March 31, 2025, from a total of 2,575 funds. We compared these figures to the share counts held by the same funds on December 31, 2024. In this period, funds collectively raised their holdings of SCHW by 4,531,407 shares. The total increased from 63,812,778 to 68,344,185, marking a rise of approximately 7.10%. The leading three funds holding SCHW as of March 31, 2025, included:

We will continue to monitor the latest 13F filings from hedge fund managers and highlight significant trends derived from this aggregate data. While individual filings can sometimes misrepresent fund sentiment due to their long-only nature, the collective findings from groups of funds provide a more comprehensive view and can lead to valuable stock research opportunities, including insights regarding The Charles Schwab Corporation (Symbol: SCHW).

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The views and opinions expressed herein are those of the author and do not necessarily reflect those of Nasdaq, Inc.