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ChargePoint

376 hedge funds and large institutions have $786M invested in ChargePoint in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 136 increasing their positions, 90 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
-14
Holders Change %
-3.59%
% of All Funds
6%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
43
Increased
136
Reduced
90
Closed
55
Calls
$157M
Puts
$244M
Net Calls
-$87.6M
Net Calls Change
-$190M
Name Holding Trade Value Shares
Change
Shares
Change %
BWL
276
Bogart Wealth LLC
Virginia
$5.5K +$2.8K +28 +104%
AWM
277
Avior Wealth Management
Nebraska
$5.41K
TCM
278
Tradewinds Capital Management
Washington
$5.4K
SIC
279
Salem Investment Counselors
North Carolina
$5.22K
HFS
280
Hantz Financial Services
Michigan
$5K +$326 +3 +7%
JFA
281
JNBA Financial Advisors
Minnesota
$4.97K
CP
282
Castleview Partners
Texas
$4.97K
CWP
283
Concord Wealth Partners
Virginia
$4.97K
MFC
284
Mechanics Financial Corp
Ohio
$4.97K
CFGS
285
Concourse Financial Group Securities
Alabama
$4.97K
CWA
286
Core Wealth Advisors
Florida
$4.97K
RA
287
Rational Advisors
New York
$4.55K
BLC
288
Brown, Lisle/Cummings
Rhode Island
$3.98K
GWMIA
289
Global Wealth Management Investment Advisory
Florida
$3.98K
OIA
290
Optimum Investment Advisors
Illinois
$3.98K
OLVIG
291
Oliver Lagore Vanvalin Investment Group
Michigan
$3.85K
LFA
292
Level Financial Advisors
New York
$3.73K +$3.73K +38 New
AF
293
Allworth Financial
California
$3.69K -$7.48K -75 -67%
JPWM
294
Jamison Private Wealth Management
Georgia
$3.4K +$3.4K +34 New
AWM
295
Atticus Wealth Management
Florida
$3.28K -$3.28K -33 -50%
TFM
296
TFC Financial Management
Massachusetts
$3.15K
ME
297
McIlrath & Eck
Washington
$3.14K -$16.9K -172 -84%
BTI
298
Blue Trust Inc
Georgia
$3K +$1.69K +9 +129%
CAL
299
Capital Advisors Ltd
Ohio
$3K +$3K +31 New
CA
300
Crewe Advisors
Utah
$2.98K