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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 %
SN
351
Sittner & Nelson
Oregon
$1.74K
BAM
352
Bellevue Asset Management
Washington
$1.68K
EI
353
Ellevest Inc
New York
$1.63K -$1.84K -9 -53%
SWA
354
SOA Wealth Advisors
New York
$1.62K -$4.87K -24 -75%
AIC
355
Archer Investment Corporation
Indiana
$1.57K +$1.57K +8 New
PP
356
Pacifica Partners
Canada
$1.37K
CWM
357
CarsonAllaria Wealth Management
Illinois
$1.2K
GRP
358
Global Retirement Partners
California
$1.18K -$4.39K -26 -79%
ANBT
359
American National Bank & Trust
Texas
$1.16K
TF
360
Tompkins Financial
New York
$1.15K
SSB
361
Sandy Spring Bank
Maryland
$1.15K
JWA
362
JFS Wealth Advisors
Pennsylvania
$1.15K
BWM
363
Baystate Wealth Management
Massachusetts
$1.15K +$1.15K +6 New
SCA
364
Stonebridge Capital Advisors
Minnesota
$1.05K -$419 -2 -29%
PP
365
PFS Partners
New Jersey
$1.05K
CTC
366
Central Trust Company
Missouri
$1.05K
CCMI
367
Creative Capital Management Investments
California
$1.05K
TFA
368
Toth Financial Advisory
Virginia
$1.05K
TCPG
369
Trivant Custom Portfolio Group
California
$1.05K +$1.05K +5 New
BHWM
370
Beaird Harris Wealth Management
Texas
$1.05K +$1.05K +5 New
BTI
371
Blue Trust Inc
Georgia
$1K -$400 -2 -29%
HCM
372
Highlander Capital Management
New Jersey
$1K
RI
373
Ridgewood Investments
New Jersey
$911 +$911 +4 New
KFS
374
Kelly Financial Services
Massachusetts
$893
JWM
375
Janiczek Wealth Management
Colorado
$872