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ChargePoint

292 hedge funds and large institutions have $181M invested in ChargePoint in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 64 increasing their positions, 97 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $33.1M | Put options by funds: $16.3M

0.07% less ownership

Funds ownership: 1.97%1.91% (-0.07%)

8% less funds holding

Funds holding: 317292 (-25)

23% less capital invested

Capital invested by funds: $233M → $181M (-$52.8M)

31% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 65

34% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 97

Holders
292
Holders Change
-25
Holders Change %
-7.89%
% of All Funds
3.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
45
Increased
64
Reduced
97
Closed
65
Calls
$33.1M
Puts
$16.3M
Net Calls
+$16.9M
Net Calls Change
-$21.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FFWM
226
Future Financial Wealth Management
Ohio
$1.07K
AIC
227
Archer Investment Corporation
Indiana
$1.07K +$1.24K +50 New
SSB
228
Sandy Spring Bank
Maryland
$1.04K +$1.06K +43 +717%
TFGT
229
TS Financial Group (TSFG)
Illinois
$1K +$1.24K +50 New
RCA
230
Runnymede Capital Advisors
Ohio
$923 +$1.06K +43 New
FFA
231
Farther Finance Advisors
California
$911 -$5.05K -204 -83%
LWCFA
232
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$870
OLVIG
233
Oliver Lagore Vanvalin Investment Group
Michigan
$829
S
234
SignatureFD
Georgia
$782 -$6.11K -247 -87%
CA
235
CoreCap Advisors
Michigan
$671 +$124 +5 +19%
EAM
236
Eukles Asset Management
Ohio
$626
ME
237
McIlrath & Eck
Washington
$626
LFG
238
Larson Financial Group
Missouri
$611 +$520 +21 +263%
TAM
239
Tucker Asset Management
Colorado
$597
CFD
240
Creative Financial Designs
Indiana
$571
AF
241
Advisornet Financial
Minnesota
$554
CA
242
Clearstead Advisors
Ohio
$535
YAL
243
Your Advocates Ltd
Texas
$535
VWA
244
VSM Wealth Advisory
Maryland
$535 +$619 +25 New
CAS
245
Coppell Advisory Solutions
Texas
$444
GPFA
246
Game Plan Financial Advisors
Ohio
$438
WWP
247
WR Wealth Planners
Missouri
$375 -$99 -4 -18%
CIBC Private Wealth Group
248
CIBC Private Wealth Group
Georgia
$374
BTI
249
Blue Trust Inc
Georgia
$348
MSG
250
Main Street Group
Virginia
$341