We are live on ! Find out more
CHPT icon

ChargePoint

333 hedge funds and large institutions have $296M invested in ChargePoint in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 104 increasing their positions, 93 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $116M | Put options by funds: $42.7M

12% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 93

0.45% more ownership

Funds ownership: 1.85%2.3% (+0.45%)

0% more capital invested

Capital invested by funds: $295M → $296M (+$644K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less funds holding

Funds holding: 364333 (-31)

35% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 74

Holders
333
Holders Change
-31
Holders Change %
-8.52%
% of All Funds
4.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
48
Increased
104
Reduced
93
Closed
74
Calls
$116M
Puts
$42.7M
Net Calls
+$73.8M
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
276
Creative Financial Designs
Indiana
$806
BWL
277
Bogart Wealth LLC
Virginia
$802
AF
278
Advisornet Financial
Minnesota
$782
CT
279
Caldwell Trust
Florida
$755
YAL
280
Your Advocates Ltd
Texas
$755
GEA
281
Glen Eagle Advisors
New Jersey
$717
WWP
282
WR Wealth Planners
Missouri
$649
GPFA
283
Game Plan Financial Advisors
Ohio
$604 -$326 -10 -33%
CAS
284
Coppell Advisory Solutions
Texas
$604 +$651 +20 New
KHC
285
Koesten Hirschmann & Crabtree
Kansas
$591
SC
286
SouthState Corp
Florida
$589
SAG
287
Spotlight Asset Group
Illinois
$581
QC
288
Quent Capital
New York
$545 +$130 +4 +29%
HF
289
Halpern Financial
Virginia
$529
GWSG
290
GPS Wealth Strategies Group
Colorado
$484 +$358 +11 +220%
MSG
291
Main Street Group
Virginia
$471 +$521 +16 New
CSB
292
City State Bank
Iowa
$468
CPG
293
Cornerstone Planning Group
New Jersey
$419 +$358 +11 New
GRP
294
Global Retirement Partners
California
$414 +$260 +8 +133%
AAP
295
Arax Advisory Partners
Colorado
$413 +$456 +14 New
CAM
296
Chesapeake Asset Management
New York
$377
HWM
297
HighMark Wealth Management
Minnesota
$338
BWP
298
Baldwin Wealth Partners
Massachusetts
$319 +$33 +1 +10%
CAM
299
Creekmur Asset Management
Illinois
$302
RAM
300
Riggs Asset Management
Pennsylvania
$302

CHPT Hedge Fund Activity: Q2 2024 in Review

333 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ChargePoint (CHPT) for Q2 2024, worth a combined $296M — up 0.22% from $295M a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of CHPT and 48 opened new positions — a net loss of 26 holders — while 93 trimmed existing stakes and 104 added.

The largest buyer was BlackRock, adding an estimated $20.4M. The largest seller was Citigroup, cutting an estimated $11.1M.

  • 333 institutional investors held ChargePoint (CHPT) as of Q2 2024, down from 364 in Q1 2024.
  • Funds reported $296M of ChargePoint stock for Q2 2024, up 0.22% quarter-over-quarter.
  • 48 funds opened new ChargePoint positions in Q2 2024 and 74 closed out, a net change of -26 holders.
  • The largest ChargePoint buyer in Q2 2024 was BlackRock, an estimated $20.4M added.
  • The largest ChargePoint seller in Q2 2024 was Citigroup, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2024.