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SCHWInstitutional Flow
Period: 2025-12-31 · 57 managers with activity
+0.02
NEUTRAL
Confidence: 100%
New Positions
1
Increased
28
Decreased
28
Exited
0
Quarterly Flow History
2024-03
-0.02
55m
2024-06
-0.06
49m
2024-09
+0.29
56m
2024-12
+0.08
59m
2025-03
+0.17
65m
2025-06
-0.15
61m
2025-09
+0.12
57m
2025-12
+0.02
59m
Accumulating (29)
| Manager | Action | Shares | Value |
|---|---|---|---|
| Capital Research | NEW POSITION | 330K | $33.0B |
| PRIMECAP | INCREASED | 23.3M+10% | $2325.5B |
| Harris (Oakmark) | INCREASED | 21.5M+5% | $2151.7B |
| Renaissance Tech | INCREASED | 1.8M+77% | $180.9B |
| Balyasny | INCREASED | 2.7M+17% | $272.1B |
| Maverick Capital | INCREASED | 1.3M+44% | $125.2B |
| ExodusPoint | INCREASED | 292K+2822% | $29.2B |
| Geode Capital | INCREASED | 5.1M+5% | $504.6B |
| Franklin Templeton | INCREASED | 3.6M+6% | $357.2B |
| Hudson Bay | INCREASED | 201K+4374% | $20.1B |
| Fisher Investments | INCREASED | 21.8M+1% | $2179.9B |
| DE Shaw | INCREASED | 1.1M+11% | $106.1B |
| American Century | INCREASED | 2.8M+4% | $282.0B |
| Point72 | INCREASED | 149K+195% | $14.9B |
| Farallon Capital | INCREASED | 3.3M+3% | $333.7B |
| Adage Capital | INCREASED | 1.7M+3% | $170.8B |
| Acadian | INCREASED | 68K+157% | $6.8M |
| Caxton | INCREASED | 23K+474% | $2.3B |
| Northern Trust | INCREASED | 52K+45% | $5.2B |
| Schonfeld | INCREASED | 287K+5% | $28.7B |
| Neuberger Berman (Eisman) | INCREASED | 40K+48% | $4.0B |
| Markel | INCREASED | 1.2M+1% | $124.6B |
| Giverny Capital | INCREASED | 1.6M+1% | $158.4B |
| DFA | INCREASED | 297K+3% | $29.6B |
| Davis Advisors | INCREASED | 302K+2% | $30.1B |
| PAR Capital | INCREASED | 912K+0% | $91.1B |
| Tudor | INCREASED | 6K+28% | $599.5M |
| Invesco | INCREASED | 354+205% | $35.4M |
| Kayne Anderson | INCREASED | 309+7% | $30.9M |
Distributing (28)
| Manager | Action | Shares | Prev Value |
|---|---|---|---|
| Dodge & Cox | DECREASED | 76.5M-8% | $7644.5B |
| Viking Global | DECREASED | 13.9M-16% | $1386.0B |
| Two Sigma | DECREASED | 25K-99% | $2.5B |
| Arrowstreet | DECREASED | 3.3M-38% | $328.7B |
| WorldQuant | DECREASED | 119K-91% | $11.9B |
| Ruane Cunniff (Sequoia) | DECREASED | 5.6M-11% | $559.0B |
| Millennium | DECREASED | 3.6M-16% | $362.3B |
| D1 Capital | DECREASED | 3.2M-17% | $315.2B |
| State Street | DECREASED | 72.6M-1% | $7256.1B |
| Artisan Partners | DECREASED | 17.2M-3% | $1719.1B |
| Citadel | DECREASED | 1.8M-20% | $177.5B |
| Route One | DECREASED | 1.8M-18% | $183.7B |
| Yacktman | DECREASED | 3.9M-6% | $393.3B |
| ClearBridge | DECREASED | 4.4M-5% | $436.9B |
| Epoch | DECREASED | 34K-82% | $3.4B |
| Bridgewater | DECREASED | 330K-32% | $33.0B |
| Moore Capital | DECREASED | 503K-18% | $50.2B |
| AQR Capital | DECREASED | 55-100% | $5.5M |
| Mondrian | DECREASED | 1.7M-1% | $174.4B |
| BlackRock | DECREASED | 85K-18% | $8.5B |
| Gabelli | DECREASED | 47K-10% | $4.7B |
| Marshall Wace | DECREASED | 43K-7% | $4.3B |
| Brevan Howard | DECREASED | 3K-35% | $314.9M |
| Cascade (Gates) | DECREASED | 34K-4% | $3.4B |
| Winton | DECREASED | 60K-2% | $6.0B |
| Gotham Asset | DECREASED | 46K-2% | $4.6B |
| Thornburg | DECREASED | 755K-0% | $75.4B |
| Wellington | DECREASED | 5K-3% | $522.0M |
Data derived from SEC 13F filings. Updated quarterly. Not financial advice.← Back to FundFlow overview·View full whale holdings →