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ChargePoint

362 hedge funds and large institutions have $2.27B invested in ChargePoint in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 143 increasing their positions, 72 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+16
Holders Change %
+4.62%
% of All Funds
6.12%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
69
Increased
143
Reduced
72
Closed
47
Calls
$661M
Puts
$466M
Net Calls
+$194M
Net Calls Change
+$190M
Name Holding Trade Value Shares
Change
Shares
Change %
IRC
301
Investors Research Corp
Georgia
$6K +$286 +1 +5%
GWSG
302
GPS Wealth Strategies Group
Colorado
$6K +$4.64K +17 +340%
FHA
303
First Horizon Advisors
Tennessee
$6K +$6K +23 New
BLC
304
Brown, Lisle/Cummings
Rhode Island
$5.48K
SC
305
SouthState Corp
Florida
$5K
PFGIA
306
Patriot Financial Group Insurance Agency
Massachusetts
$5K
CWA
307
Clearview Wealth Advisors
Oregon
$5K
AWM
308
Avior Wealth Management
Nebraska
$5K +$4K +16 +400%
NFSG
309
Newbridge Financial Services Group
Florida
$5K +$5K +17 New
PCG
310
Private Capital Group
Connecticut
$4K -$4.29K -15 -52%
DWP
311
Destiny Wealth Partners
Florida
$4K
HBW
312
Hazlett, Burt & Watson
West Virginia
$4K
FF
313
FourThought Financial
Florida
$3K -$1.8K -6 -38%
HCP
314
Hexagon Capital Partners
Arkansas
$3K
BWP
315
Baldwin Wealth Partners
Massachusetts
$3K
MAWCM
316
Mine & Arao Wealth Creation & Management
California
$3K
CIM
317
Contravisory Investment Management
Massachusetts
$3K
RAM
318
Riggs Asset Management
Pennsylvania
$3K
LWCFA
319
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K +$1.5K +5 +100%
CAL
320
Capital Advisors Ltd
Ohio
$3K +$2K +8 +200%
VNA
321
Valley National Advisers
Pennsylvania
$3K +$3K +10 New
BCMIO
322
Beacon Capital Management Inc (Ohio)
Ohio
$3K +$3K +10 New
CMP
323
Coston McIsaac & Partners
Maine
$3K +$3K +10 New
HS
324
Horan Securities
United States
$3K +$3K +11 New
Bank of Montreal
325
Bank of Montreal
Ontario, Canada
$2.46K +$924 +3,007 +60%