CHPT icon

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 %
CTA
326
Colonial Trust Advisors
South Carolina
$868
PFBT
327
Parkside Financial Bank & Trust
Missouri
$866 +$547 +12 +171%
SWA
328
SOA Wealth Advisors
New York
$819 +$364 +8 +80%
AF
329
Allworth Financial
California
$808 -$951 -20 -54%
KHC
330
Koesten Hirschmann & Crabtree
Kansas
$728
HF
331
Halpern Financial
Virginia
$721 +$721 +18 New
QC
332
Quent Capital
New York
$660 +$519 +11 +367%
CTC
333
Central Trust Company
Missouri
$614 +$378 +8 +160%
TAM
334
Tucker Asset Management
Colorado
$604
HWM
335
HighMark Wealth Management
Minnesota
$524
BWP
336
Baldwin Wealth Partners
Massachusetts
$468
MAWCM
337
Mine & Arao Wealth Creation & Management
California
$468
RAM
338
Riggs Asset Management
Pennsylvania
$468
B
339
Birchbrook
Maine
$468 +$468 +10 New
CAM
340
Creekmur Asset Management
Illinois
$468 +$468 +10 New
FDCP
341
Foster Dykema Cabot & Partners
Massachusetts
$456 +$456 +10 New
NB
342
NBT Bank
New York
$456 +$456 +10 New
SN
343
Sittner & Nelson
Oregon
$388
SIS
344
Strategic Investment Solutions
Illinois
$351 -$20.4K -465 -98%
AIC
345
Archer Investment Corporation
Indiana
$351
BCWM
346
Bartlett & Co Wealth Management
Ohio
$315 +$90 +2 +40%
PP
347
Pacifica Partners
Canada
$297
ANBT
348
American National Bank & Trust
Texas
$260
SSB
349
Sandy Spring Bank
Maryland
$258
TF
350
Tompkins Financial
New York
$257