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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 %
GEA
251
Glen Eagle Advisors
New Jersey
$278
GWSG
252
GPS Wealth Strategies Group
Colorado
$244
HWM
253
HighMark Wealth Management
Minnesota
$240
RAM
254
Riggs Asset Management
Pennsylvania
$222
CPG
255
Cornerstone Planning Group
New Jersey
$216
CAM
256
Creekmur Asset Management
Illinois
$214
PWA
257
Principia Wealth Advisory
Texas
$214 +$214 +10 New
WA
258
WPG Advisers
Maryland
$214 +$214 +10 New
CA
259
Continuum Advisory
Idaho
$212
FDCP
260
Foster Dykema Cabot & Partners
Massachusetts
$209
GRP
261
Global Retirement Partners
California
$204
SN
262
Sittner & Nelson
Oregon
$178
AAG
263
Armstrong Advisory Group
Massachusetts
$141
BCWM
264
Bartlett & Co Wealth Management
Ohio
$139
GM
265
GeoWealth Management
Illinois
$133 -$2.22K -100 -94%
SIS
266
Sound Income Strategies
Florida
$128 +$128 +6 New
ANBT
267
American National Bank & Trust
Texas
$119
TF
268
Tompkins Financial
New York
$118
TSMHT
269
Thurston Springer Miller Herd & Titak
Indiana
$117
HC
270
Hurley Capital
New York
$116 +$116 +5 New
AWM
271
Avior Wealth Management
Nebraska
$107
DIP
272
DT Investment Partners
Pennsylvania
$107
AIM
273
Anchor Investment Management
South Carolina
$107
PP
274
PFS Partners
New Jersey
$107
TC
275
Truvestments Capital
Florida
$107 +$107 +5 New