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ChargePoint

313 hedge funds and large institutions have $233M invested in ChargePoint in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 68 increasing their positions, 109 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
-15
Holders Change %
-4.57%
% of All Funds
4.53%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
32
Increased
68
Reduced
109
Closed
43
Calls
$63.9M
Puts
$25.3M
Net Calls
+$38.6M
Net Calls Change
-$35.2M
Name Holding Trade Value Shares
Change
Shares
Change %
HW
326
Hamilton Wealth
California
-$44.6K -1,476 Closed
Focus Partners Wealth
327
Focus Partners Wealth
Massachusetts
-$42K -1,390 Closed
BCV
328
Banque Cantonale Vaudoise
Switzerland
-$38K -1,235 Closed
DWA
329
Delap Wealth Advisory
Oregon
-$31K -1,026 Closed
Wealth Enhancement Advisory Services
330
Wealth Enhancement Advisory Services
Minnesota
-$25.2K -833 Closed
SG
331
StoneX Group
New York
-$24.8K -823 Closed
Mercer Global Advisors
332
Mercer Global Advisors
Colorado
-$23.4K -775 Closed
UCFA
333
United Capital Financial Advisors
Texas
-$23.4K -774 Closed
AAS
334
Avantax Advisory Services
Texas
-$22.2K -735 Closed
DT
335
Diversified Trust
Tennessee
-$21.5K -713 Closed
DWP
336
Daymark Wealth Partners
Ohio
-$19.8K -655 Closed
AWM
337
Angeles Wealth Management
California
-$18.9K -625 Closed
PCM
338
Prelude Capital Management
New York
-$17.8K -588 Closed
SAG
339
SageView Advisory Group
California
-$17.4K -577 Closed
CFC
340
Coyle Financial Counsel
Illinois
-$20.5K -540 Closed
ATC
341
Advantage Trust Company
Kansas
-$3.02K -100 Closed
RWMG
342
Redwood Wealth Management Group
New Jersey
-$2.13K -71 Closed
MG
343
Mather Group
Illinois
-$2.36K -62 Closed
TCM
344
TruNorth Capital Management
Michigan
-$1.51K -50 Closed
CP
345
Castleview Partners
Texas
-$1.51K -50 Closed
QL
346
Quarry LP
New York
-$808 -27 Closed
BWP
347
Baldwin Wealth Partners
Massachusetts
-$319 -11 Closed
AFWM
348
Abich Financial Wealth Management
Virginia
-$181 -6 Closed
Toronto Dominion Bank
349
Toronto Dominion Bank
Ontario, Canada
-$187 -6 Closed
GWP
350
Gen-Wealth Partners
Michigan
-$151 -5 Closed