Charter Communications, Inc.

CHTR • NASDAQ

Charter Communications, Inc. is a telecommunications services company in the communication services sector on NASDAQ, led by Michael J. Lovett, with a market cap of $25.9B. As of Q3 2025, 72% of shares are held by 772 institutional investors, with DODGE & COX as the largest holder at 8.64%.

President and Chief Executive OfficerMichael J. Lovett

Market Cap$25.9B

Telecommunications Services

Communication Services

Employees101.1K

Websitecorporate.charter.com

Country

United States of America

Overview

Overview of institutional ownership in CHTR as of Q3 2025 with a market cap of $37.6B

All Institutions

Institutions: 772
Value Held: $27.2B
Shares Held: 102.0M
Avg Position: $35.2M
Median Position: $776.7K

Hedge Funds

Hedge Funds: 60
Value Held: $1.3B
Shares Held: 7.8M
Avg Position: $21.7M
Median Position: $2.0M

Ownership Breakdown

Institutional (non-HF)

68.88%

$25.9B

Hedge Funds

3.47%

$1.3B

Retail & Other

27.65%

$10.4B

Based on market cap of $37.6B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in CHTR as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
DODGE & COX Long Only Manager	Dana Morton Emery CEO	$3.2B 1.75% of portfolio	8.64% 11.8M shares	Q2 2016 Held for 9y 5m	$185.33B
VANGUARD GROUP INC Institution	Salim Ramji CEO	$2.6B 0.04% of portfolio	6.85% 9.4M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
C Capital International Investors Institution	-	$2.5B 0.41% of portfolio	6.69% 9.1M shares	Q2 2015 Held for 10y 5m	$615.90B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$2.2B 0.08% of portfolio	5.83% 8.0M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
B BlackRock, Inc. Institution	-	$1.9B 0.03% of portfolio	5.16% 7.0M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
HARRIS ASSOCIATES L P Long Only Manager	David Gregory Herro Chairman	$961.4M 1.54% of portfolio	2.56% 3.5M shares	Q3 2015 Held for 10y 2m	$62.4B
FRANKLIN RESOURCES INC Institution	Gregory E. Johnson CEO	$827.2M 0.21% of portfolio	2.20% 3.0M shares	≤ Q2 2013 Held for 12y 5m+	$395.56B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$688.8M 0.04% of portfolio	1.84% 2.5M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$662.4M 0.10% of portfolio	1.76% 2.4M shares	≤ Q2 2013 Held for 12y 5m+	$633.08B
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$629.5M 0.04% of portfolio	1.68% 2.3M shares	≤ Q2 2013 Held for 12y 5m+	$1.56T

Net Capital Flow

Institutional buying and selling activity for CHTR in Q3 2025

Net Flow: −$962.6M
Buyers: 240
Sellers: 497
Total Bought: +$3.0B
Total Sold: −$3.9B
Avg Position: $30.9M

Biggest Buyers

Institution	Net Bought	Current Position
STATE STREET CORP Institution	+$405.9M +1.5M shares	$2.2B 8.0M shares
Capital Research Global Investors RIA/Wealth	+$327.2M +1.2M shares	$327.2M 1.2M shares
VANGUARD GROUP INC Institution	+$311.0M +1.1M shares	$2.6B 9.4M shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$305.3M +1.1M shares	$342.2M 1.2M shares
DODGE & COX Long Only Manager	+$187.4M +681.1K shares	$3.2B 11.8M shares
UBS Group AG Institution	+$184.5M +670.6K shares	$444.4M 1.6M shares
F First Eagle Investment Management, LLC Long Only Manager	+$164.5M +597.9K shares	$372.0M 1.4M shares
Invesco Ltd. ETF Provider	+$153.9M +559.4K shares	$662.4M 2.4M shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	+$130.3M +473.5K shares	$522.5M 1.9M shares
JUPITER ASSET MANAGEMENT LTD Long Only Manager	+$43.1M +156.5K shares	$45.4M 165.2K shares

Biggest Sellers

Institution	Net Sold	Current Position
PZENA INVESTMENT MANAGEMENT LLC Long Only Manager	−$617.6M −2.2M shares	$111.4M 405.1K shares
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	−$267.2M −971.1K shares	$139.9M 508.7K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$251.5M −914.3K shares	$12.1M 44.1K shares
B BlackRock, Inc. Institution	−$227.8M −827.9K shares	$1.9B 7.0M shares
BARCLAYS PLC Institution	−$201.7M −733.2K shares	$184.1M 669.4K shares
C Capital World Investors Institution	−$192.2M −698.8K shares	$124.9M 454.1K shares
FMR LLC Institution	−$166.5M −605.2K shares	$237.7M 864.1K shares
C Capital International Investors Institution	−$162.6M −591.0K shares	$2.5B 9.1M shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	−$132.7M −482.5K shares	$300.8M 1.1M shares
BANK OF AMERICA CORP /DE/ Institution	−$113.1M −411.1K shares	$168.5M 612.4K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited CHTR in Q3 2025

New Positions: 37
New Value: $33.4M
Exited Positions: 183
Exited Value: $624.7M

New Positions

Institution	Position Value
Q Quaker Capital Investments, LLC Institution	$13.0M 47.4K shares
D DAVIS-REA LTD. Institution	$9.5M 34.5K shares
SONA ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	$3.4M 12.5K shares
Optimize Financial Inc RIA/Wealth	$1.6M 5.7K shares
Tempus Wealth Planning, LLC RIA/Wealth	$645.9K 2.3K shares
P Persistent Asset Partners Ltd Institution	$644.0K 2.3K shares
Sivia Capital Partners, LLC RIA/Wealth	$644.0K 2.3K shares
R Rangeley Capital, LLC Hedge Fund•Event Driven	$550.2K 2.0K shares
T TEMA ETFS LLC Institution	$479.0K 1.7K shares
N NorthCrest Asset Manangement, LLC Long Only Manager	$391.2K 1.4K shares

Exited Positions

Institution	Previous Position
SANDS CAPITAL MANAGEMENT, LLC Long Only Manager	$99.1M 242.4K shares
S Senator Investment Group LP Institution	$59.0M 144.4K shares
PRIMECAP MANAGEMENT CO/CA/ Long Only Manager	$58.7M 143.5K shares
Robeco Investment Management, Inc. Long Only Manager	$45.8M 112.1K shares
Kingstone Capital Partners Texas, LLC RIA/Wealth	$44.0M 107.6K shares
Jain Global LLC Hedge Fund•Multi-Strategy	$39.0M 95.4K shares
Brandywine Global Investment Management, LLC Long Only Manager	$34.3M 83.8K shares
A Aureus Asset Management, LLC RIA/Wealth	$34.2M 83.7K shares
H Honeycomb Asset Management LP Hedge Fund•Long/Short	$24.1M 59.0K shares
Engineers Gate Manager LP Hedge Fund•Quant	$21.7M 53.0K shares

Options Activity

Institutions with the largest Call and Put options positions in CHTR as of Q3 2025

Call Positions: 41
Call Value: $1.1B
Put Positions: 37
Put Value: $850.1M

Call Positions

Institution	Position Value
L Long Focus Capital Management, LLC Hedge Fund•Global Macro	$231.9M 8.4K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$224.9M 8.2K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$103.2M 3.8K contracts
S Squarepoint Ops LLC Hedge Fund•Quant	$97.6M 3.5K contracts
Walleye Trading LLC RIA/Wealth	$91.2M 3.3K contracts
L LMR Partners LLP Institution	$37.6M 1.4K contracts
J JANE STREET GROUP, LLC Institution	$34.9M 1.3K contracts
CITIGROUP INC Institution	$31.7M 1.2K contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$28.3M 1.0K contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$24.2M 880.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$224.4M 8.2K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$108.1M 3.9K contracts
GOLDMAN SACHS GROUP INC Institution	$60.5M 2.2K contracts
WELLS FARGO & COMPANY/MN Institution	$56.4M 2.1K contracts
W WOLVERINE TRADING, LLC Institution	$40.4M 1.5K contracts
S Squarepoint Ops LLC Hedge Fund•Quant	$38.8M 1.4K contracts
N NATIXIS Institution	$35.8M 1.3K contracts
Marshall Wace LLP Institution	$33.0M 1.2K contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$30.7M 1.1K contracts
J JANE STREET GROUP, LLC Institution	$29.9M 1.1K contracts

Most Committed Institutions

Institutions with CHTR as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Makaira Partners LLC Hedge Fund•Value	Thomas Moore Bancroft CIO	23.17% $45.1M	0.12% 164.0K shares	Q4 2023 Held for 1y 11m	$194.7M
L Lind Value II ApS Institution	-	22.89% $60.6M	0.16% 220.4K shares	Q3 2025 Held for 2 months	$265.0M
KIZE CAPITAL LP Hedge Fund•Long/Short	Daniel Seth Moss CEO	20.66% $18.1M	0.05% 65.8K shares	Q4 2020 Held for 4y 11m	$87.7M
14B Captial Management LP Hedge Fund•Long/Short	Ilya Nmn Zaides CIO	12.07% $20.6M	0.05% 75.0K shares	Q2 2025 Held for 5 months	$170.9M
C Cryder Capital Partners LLP Institution	-	9.79% $177.4M	0.47% 644.7K shares	Q3 2019 Held for 6y 2m	$1.8B
M Mount Capital Ltd Institution	-	8.81% $24.6M	0.07% 89.3K shares	Q4 2021 Held for 3y 11m	$278.8M
Capco Asset Management, LLC Hedge Fund•Value	William Hughes Harrell Managing Partner	6.47% $27.8M	0.07% 100.9K shares	Q1 2020 Held for 5y 8m	$428.9M
T Triple Frond Partners LLC Institution	-	5.68% $44.1M	0.12% 160.5K shares	Q4 2014 Held for 10y 11m	$776.7M
L Long Focus Capital Management, LLC Hedge Fund•Global Macro	John Byron Helmers CEO	5.06% $86.3M	0.23% 313.5K shares	Q2 2024 Held for 1y 5m	$1.7B
BANYAN CAPTIAL MANAGEMENT, INC. RIA/Wealth	Drew Douglas Estes President	5.05% $10.6M	0.03% 38.7K shares	Q4 2018 Held for 6y 11m	$210.7M

Hedge Fund Spotlight

Discover hedge funds investing in CHTR

Polar Securities Inc.

Hedge Fund • Multi-Strategy

Portfolio ManagerRichard Gregory Lemaich

Portfolio Value: $3.4B
Positions: 454
Last Reported: Q3 2025

Sector Allocation

Position in Charter Communications, Inc.

Market Value: $2.0M
Shares Held: 7.1K
Portfolio Weight: 0.06%
Owned Since: 2024-Q3

Top Holding	Sector	Market Value	Weight
1 PHYS Sprott Physical Gold Trust PHYS	Unknown Unknown	$282.9M	8.42%
2 VRNA Verona Pharma VRNA	Unknown Unknown	$103.5M	3.08%
3 Nvidia NVDA	Semiconductors Technology	$90.7M	2.70%

View full profile

Charter Communications, Inc.

Overview

All Institutions

Hedge Funds

Ownership Breakdown

Biggest Investors

Net Capital Flow

Biggest Buyers

Biggest Sellers

Entry and Exit Activity

New Positions

Exited Positions

Options Activity

Call Positions

Put Positions

Most Committed Institutions

Hedge Fund Spotlight

Position in Charter Communications, Inc.

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