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ChargePoint

376 hedge funds and large institutions have $786M invested in ChargePoint in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 136 increasing their positions, 90 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
-14
Holders Change %
-3.59%
% of All Funds
6%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
43
Increased
136
Reduced
90
Closed
55
Calls
$157M
Puts
$244M
Net Calls
-$87.6M
Net Calls Change
-$190M
Name Holding Trade Value Shares
Change
Shares
Change %
TAM
326
Tucker Asset Management
Colorado
$1.28K
HWM
327
HighMark Wealth Management
Minnesota
$1.11K
UB
328
UMB Bank
Missouri
$1.01K +$1.01K +10 New
VNA
329
Valley National Advisers
Pennsylvania
$1K -$300 -3 -23%
FDCC
330
Foster Dykema Cabot & Co
Massachusetts
$1K
TFGT
331
TS Financial Group (TSFG)
Illinois
$1K
CMP
332
Coston McIsaac & Partners
Maine
$1K
RAM
333
Riggs Asset Management
Pennsylvania
$994
SWA
334
SOA Wealth Advisors
New York
$994
MAWCM
335
Mine & Arao Wealth Creation & Management
California
$994
BWP
336
Baldwin Wealth Partners
Massachusetts
$994
BIA
337
Bell Investment Advisors
California
$970
SN
338
Sittner & Nelson
Oregon
$825
AIC
339
Archer Investment Corporation
Indiana
$746
PFBT
340
Parkside Financial Bank & Trust
Missouri
$726 +$726 +7 New
GRP
341
Global Retirement Partners
California
$682 +$85 +1 +14%
PP
342
Pacifica Partners
Canada
$624
Legacy Financial Group (Iowa)
343
Legacy Financial Group (Iowa)
Iowa
$601 +$601 +6 New
CWM
344
CarsonAllaria Wealth Management
Illinois
$572
ANBT
345
American National Bank & Trust
Texas
$552
BWM
346
Baystate Wealth Management
Massachusetts
$547
SSB
347
Sandy Spring Bank
Maryland
$547
TF
348
Tompkins Financial
New York
$547
PP
349
PFS Partners
New Jersey
$497
BCWM
350
Bartlett & Co Wealth Management
Ohio
$497