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ChargePoint

287 hedge funds and large institutions have $180M invested in ChargePoint in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 63 increasing their positions, 95 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
-26
Holders Change %
-8.31%
% of All Funds
3.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
44
Increased
63
Reduced
95
Closed
65
Calls
$33.1M
Puts
$16.3M
Net Calls
+$16.9M
Net Calls Change
-$21.7M
Name Holding Trade Value Shares
Change
Shares
Change %
RCA
226
Runnymede Capital Advisors
Ohio
$923 +$923 +43 New
FFA
227
Farther Finance Advisors
California
$911 -$4.32K -204 -83%
LWCFA
228
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$870
OLVIG
229
Oliver Lagore Vanvalin Investment Group
Michigan
$829
S
230
SignatureFD
Georgia
$782 -$5.22K -247 -87%
CA
231
CoreCap Advisors
Michigan
$671 +$108 +5 +19%
EAM
232
Eukles Asset Management
Ohio
$626
ME
233
McIlrath & Eck
Washington
$626
LFG
234
Larson Financial Group
Missouri
$611 +$442 +21 +263%
TAM
235
Tucker Asset Management
Colorado
$597
CFD
236
Creative Financial Designs
Indiana
$571
AF
237
Advisornet Financial
Minnesota
$554
YAL
238
Your Advocates Ltd
Texas
$535
CA
239
Clearstead Advisors
Ohio
$535
VWA
240
VSM Wealth Advisory
Maryland
$535 +$535 +25 New
CAS
241
Coppell Advisory Solutions
Texas
$444
GPFA
242
Game Plan Financial Advisors
Ohio
$438
WWP
243
WR Wealth Planners
Missouri
$375 -$83 -4 -18%
CIBC Private Wealth Group
244
CIBC Private Wealth Group
Georgia
$374
BTI
245
Blue Trust Inc
Georgia
$348
MSG
246
Main Street Group
Virginia
$341
KHC
247
Koesten Hirschmann & Crabtree
Kansas
$333
CSB
248
City State Bank
Iowa
$332
QC
249
Quent Capital
New York
$316 -$63 -3 -17%
EWA
250
EverSource Wealth Advisors
Alabama
$303 +$303 +14 New