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ChargePoint

377 hedge funds and large institutions have $348M invested in ChargePoint in 2023 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 98 increasing their positions, 112 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
+1
Holders Change %
+0.27%
% of All Funds
5.53%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
81
Increased
98
Reduced
112
Closed
72
Calls
$130M
Puts
$50.3M
Net Calls
+$79.6M
Net Calls Change
+$167M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
301
Advisornet Financial
Minnesota
$1.68K +$513 +11 +44%
JPWM
302
Jamison Private Wealth Management
Georgia
$1.6K
AWM
303
Atticus Wealth Management
Florida
$1.55K
ME
304
McIlrath & Eck
Washington
$1.48K
GPFA
305
Game Plan Financial Advisors
Ohio
$1.4K +$1.4K +30 New
EAM
306
Eukles Asset Management
Ohio
$1.37K
RTL
307
Red Tortoise LLC
Georgia
$1.32K +$1.32K +28 New
FWM
308
Focused Wealth Management
New York
$1.29K
CFD
309
Creative Financial Designs
Indiana
$1.25K
BWL
310
Bogart Wealth LLC
Virginia
$1.24K -$1.29K -28 -51%
YAL
311
Your Advocates Ltd
Texas
$1.17K
LPP
312
Life Planning Partners
Florida
$1.14K +$1.14K +24 New
VCM
313
Versant Capital Management
Arizona
$1.13K +$938 +20 +500%
GEA
314
Glen Eagle Advisors
New Jersey
$1.11K
TJHA
315
Thomas J. Herzfeld Advisors
Florida
$1.04K
OC
316
Oakworth Capital
Alabama
$1.04K
HGERS
317
Householder Group Estate & Retirement Specialist
Arizona
$1K
CSB
318
City State Bank
Iowa
$1K
IRC
319
Investors Research Corp
Georgia
$936 -$47 -1 -5%
NECFA
320
New England Capital Financial Advisors
Connecticut
$936
CAS
321
Coppell Advisory Solutions
Texas
$936 +$936 +20 New
PI
322
PEAK6 Investments
Illinois
$929 -$203K -4,377 -100%
SC
323
SouthState Corp
Florida
$913
OCM
324
Orion Capital Management
California
$908 +$908 +19 New
PWMG
325
Private Wealth Management Group
New Jersey
$876 +$876 +19 New