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ChargePoint

390 hedge funds and large institutions have $1.45B invested in ChargePoint in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 138 increasing their positions, 90 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
-5
Holders Change %
-1.27%
% of All Funds
6.15%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
49
Increased
138
Reduced
90
Closed
51
Calls
$353M
Puts
$251M
Net Calls
+$102M
Net Calls Change
-$29.1M
Name Holding Trade Value Shares
Change
Shares
Change %
2L
276
25 LLC
Missouri
$13.6K
CAM
277
Close Asset Management
United Kingdom
$13K -$358K -2,065 -96%
Simplex Trading
278
Simplex Trading
Illinois
$13K
C
279
Covestor
United Kingdom
$12K +$5.27K +29 +78%
WAM
280
Worth Asset Management
Texas
$11.6K -$11.8K -67 -50%
AWM
281
Atticus Wealth Management
Florida
$11.6K -$12.1K -69 -51%
Nisa Investment Advisors
282
Nisa Investment Advisors
Missouri
$11.4K +$11.4K +65 New
CIA
283
Cape Investment Advisory
Georgia
$11.3K +$4.71K +27 +71%
PA
284
Parallel Advisors
California
$11.1K -$1.05K -6 -9%
FP
285
Financial Perspectives
Minnesota
$10.9K
TCM
286
Tradewinds Capital Management
Washington
$9.56K
AWM
287
Avior Wealth Management
Nebraska
$9.45K -$175 -1 -2%
SIC
288
Salem Investment Counselors
North Carolina
$9.23K
CFGS
289
Concourse Financial Group Securities
Alabama
$8.79K -$2.64K -15 -23%
JFA
290
JNBA Financial Advisors
Minnesota
$8.79K
CP
291
Castleview Partners
Texas
$8.79K
CWP
292
Concord Wealth Partners
Virginia
$8.79K
MFC
293
Mechanics Financial Corp
Ohio
$8.79K
CWA
294
Core Wealth Advisors
Florida
$8.79K +$8.79K +50 New
HFS
295
Hantz Financial Services
Michigan
$8K -$3.35K -18 -30%
LWCFA
296
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.96K
OIA
297
Optimum Investment Advisors
Illinois
$7.03K -$4.4K -25 -38%
BLC
298
Brown, Lisle/Cummings
Rhode Island
$7.03K
GWMIA
299
Global Wealth Management Investment Advisory
Florida
$7.03K +$7.03K +40 New
WAS
300
Winch Advisory Services
Wisconsin
$7K