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ChargePoint

395 hedge funds and large institutions have $1.36B invested in ChargePoint in 2023 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 125 increasing their positions, 101 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
-11
Holders Change %
-2.71%
% of All Funds
6.32%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
58
Increased
125
Reduced
101
Closed
58
Calls
$294M
Puts
$163M
Net Calls
+$131M
Net Calls Change
-$8.57M
Name Holding Trade Value Shares
Change
Shares
Change %
CWP
301
Concord Wealth Partners
Virginia
$10.5K
MFC
302
Mechanics Financial Corp
Ohio
$10.5K
TWD
303
True Wealth Design
Ohio
$9.95K -$10.4K -50 -51%
GWM
304
Geneos Wealth Management
Colorado
$9.52K -$94.7K -448 -91%
LWCFA
305
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9.48K +$4.21K +20 +80%
NECFA
306
New England Capital Financial Advisors
Connecticut
$9.42K
WAS
307
Winch Advisory Services
Wisconsin
$9K
BLC
308
Brown, Lisle/Cummings
Rhode Island
$8.38K
CIA
309
Cape Investment Advisory
Georgia
$8.05K +$8.05K +38 New
C
310
Covestor
United Kingdom
$8K +$649 +3 +9%
QL
311
Quarry LP
New York
$6.82K -$31.8K -154 -82%
NFSG
312
Newbridge Financial Services Group
Florida
$6.75K +$3.17K +15 +88%
HCP
313
Hexagon Capital Partners
Arkansas
$6.28K
IGWM
314
ICA Group Wealth Management
Colorado
$5.76K
FWM
315
Focused Wealth Management
New York
$5.76K +$823 +4 +17%
CFD
316
Creative Financial Designs
Indiana
$5.59K -$10.4K -50 -65%
BWL
317
Bogart Wealth LLC
Virginia
$5.56K
RA
318
Rational Advisors
New York
$5.42K
AF
319
Advisornet Financial
Minnesota
$5.39K -$207 -1 -4%
YAL
320
Your Advocates Ltd
Texas
$5.24K
GEA
321
Glen Eagle Advisors
New Jersey
$4.97K
FCA
322
FinTrust Capital Advisors
South Carolina
$4.77K
SIS
323
Strategic Investment Solutions
Illinois
$4.71K +$4.71K +23 New
TJHA
324
Thomas J. Herzfeld Advisors
Florida
$4.66K
OC
325
Oakworth Capital
Alabama
$4.64K