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ChargePoint

313 hedge funds and large institutions have $233M invested in ChargePoint in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 68 increasing their positions, 109 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
-15
Holders Change %
-4.57%
% of All Funds
4.53%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
32
Increased
68
Reduced
109
Closed
43
Calls
$63.9M
Puts
$25.3M
Net Calls
+$38.6M
Net Calls Change
-$35.2M
Name Holding Trade Value Shares
Change
Shares
Change %
HGERS
251
Householder Group Estate & Retirement Specialist
Arizona
$1K -$300 -15 -23%
NS
252
NBC Securities
Alabama
$1K
HNB
253
Huntington National Bank
Ohio
$822 -$2.74K -100 -77%
EAM
254
Eukles Asset Management
Ohio
$801
ME
255
McIlrath & Eck
Washington
$801
TAM
256
Tucker Asset Management
Colorado
$764
CFD
257
Creative Financial Designs
Indiana
$732
BWL
258
Bogart Wealth LLC
Virginia
$727
CA
259
CoreCap Advisors
Michigan
$722 -$500 -18 -41%
AF
260
Advisornet Financial
Minnesota
$710
CA
261
Clearstead Advisors
Ohio
$685 -$2.82K -103 -80%
YAL
262
Your Advocates Ltd
Texas
$685
CFGS
263
Concourse Financial Group Securities
Alabama
$685 +$685 +25 New
AF
264
Allworth Financial
California
$596
WWP
265
WR Wealth Planners
Missouri
$589
GPFA
266
Game Plan Financial Advisors
Ohio
$548
CAS
267
Coppell Advisory Solutions
Texas
$548
SC
268
SouthState Corp
Florida
$534
QC
269
Quent Capital
New York
$495
BTI
270
Blue Trust Inc
Georgia
$491 -$3.41K -111 -87%
SWA
271
SOA Wealth Advisors
New York
$480 -$320 -12 -40%
HF
272
Halpern Financial
Virginia
$459
CIBC Private Wealth Group
273
CIBC Private Wealth Group
Georgia
$458 -$30.8K -1,144 -99%
MSG
274
Main Street Group
Virginia
$436
KHC
275
Koesten Hirschmann & Crabtree
Kansas
$427