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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
KHC
251
Koesten Hirschmann & Crabtree
Kansas
$333
CSB
252
City State Bank
Iowa
$332
QC
253
Quent Capital
New York
$316 -$74 -3 -17%
EWA
254
EverSource Wealth Advisors
Alabama
$303 +$347 +14 New
GEA
255
Glen Eagle Advisors
New Jersey
$278
CAM
256
Chesapeake Asset Management
New York
$267
GWSG
257
GPS Wealth Strategies Group
Colorado
$244
HWM
258
HighMark Wealth Management
Minnesota
$240
RAM
259
Riggs Asset Management
Pennsylvania
$222
CPG
260
Cornerstone Planning Group
New Jersey
$216
CAM
261
Creekmur Asset Management
Illinois
$214
PWA
262
Principia Wealth Advisory
Texas
$214 +$248 +10 New
WA
263
WPG Advisers
Maryland
$214 +$248 +10 New
CA
264
Continuum Advisory
Idaho
$212
FDCP
265
Foster Dykema Cabot & Partners
Massachusetts
$209
GRP
266
Global Retirement Partners
California
$204
SN
267
Sittner & Nelson
Oregon
$178
AAG
268
Armstrong Advisory Group
Massachusetts
$141
BCWM
269
Bartlett & Co Wealth Management
Ohio
$139
GM
270
GeoWealth Management
Illinois
$133 -$2.48K -100 -94%
SIS
271
Sound Income Strategies
Florida
$128 +$149 +6 New
ANBT
272
American National Bank & Trust
Texas
$119
TF
273
Tompkins Financial
New York
$118
TSMHT
274
Thurston Springer Miller Herd & Titak
Indiana
$117
HC
275
Hurley Capital
New York
$116 +$124 +5 New