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ChargePoint

328 hedge funds and large institutions have $295M invested in ChargePoint in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 103 increasing their positions, 92 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
-32
Holders Change %
-8.89%
% of All Funds
4.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
47
Increased
103
Reduced
92
Closed
74
Calls
$116M
Puts
$42.7M
Net Calls
+$73.8M
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Shares
Change %
YAL
276
Your Advocates Ltd
Texas
$755
GEA
277
Glen Eagle Advisors
New Jersey
$717
WWP
278
WR Wealth Planners
Missouri
$649
GPFA
279
Game Plan Financial Advisors
Ohio
$604 -$302 -10 -33%
CAS
280
Coppell Advisory Solutions
Texas
$604 +$604 +20 New
KHC
281
Koesten Hirschmann & Crabtree
Kansas
$591
SC
282
SouthState Corp
Florida
$589
SAG
283
Spotlight Asset Group
Illinois
$581
QC
284
Quent Capital
New York
$545 +$121 +4 +29%
HF
285
Halpern Financial
Virginia
$529
GWSG
286
GPS Wealth Strategies Group
Colorado
$484 +$333 +11 +220%
MSG
287
Main Street Group
Virginia
$471 +$471 +16 New
CSB
288
City State Bank
Iowa
$468
CPG
289
Cornerstone Planning Group
New Jersey
$419 +$419 +11 New
GRP
290
Global Retirement Partners
California
$414 +$237 +8 +133%
AAP
291
Arax Advisory Partners
Colorado
$413 +$413 +14 New
HWM
292
HighMark Wealth Management
Minnesota
$338
BWP
293
Baldwin Wealth Partners
Massachusetts
$319 +$29 +1 +10%
RAM
294
Riggs Asset Management
Pennsylvania
$302
CAM
295
Creekmur Asset Management
Illinois
$302
MCM
296
MV Capital Management
Maryland
$302 +$151 +5 +100%
CA
297
Continuum Advisory
Idaho
$299 +$299 +10 New
NB
298
NBT Bank
New York
$294
FDCP
299
Foster Dykema Cabot & Partners
Massachusetts
$294
LFG
300
Larson Financial Group
Missouri
$251 -$1.76K -56 -88%