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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 %
CTC
351
Central Trust Company
Missouri
$497
DIP
352
DT Investment Partners
Pennsylvania
$497
JWM
353
Janiczek Wealth Management
Colorado
$497
SCA
354
Stonebridge Capital Advisors
Minnesota
$497
AIM
355
Anchor Investment Management
South Carolina
$497
BHWM
356
Beaird Harris Wealth Management
Texas
$497
TCPG
357
Trivant Custom Portfolio Group
California
$497
MFT
358
Moisand Fitzgerald Tamayo
Florida
$497 +$199 +2 +67%
KFS
359
Kelly Financial Services
Massachusetts
$424
HWA
360
HHM Wealth Advisors
Tennessee
$403
SS
361
Sunbelt Securities
Texas
$398
WWP
362
WR Wealth Planners
Missouri
$398
VCM
363
Versant Capital Management
Arizona
$353 +$353 +4 New
Russell Investments Group
364
Russell Investments Group
United Kingdom
$318 +$106 +1 +50%
QC
365
Quent Capital
New York
$318 +$212 +2 +200%
ECM
366
Estabrook Capital Management
New York
$298
HWP
367
Hibernia Wealth Partners
Louisiana
$249 +$249 +3 New
AA
368
Addison Advisors
Vermont
$244
SWM
369
Sanctuary Wealth Management
Idaho
$199 +$199 +2 New
RG
370
Retirement Group
California
$154
RFG
371
RFP Financial Group
Georgia
$124
ACM
372
Antonetti Capital Management
Florida
$83
MIM
373
Macroview Investment Management
Maryland
$35
CSC
374
Caldwell Sutter Capital
California
$25 -$44
VAG
375
VisionPoint Advisory Group
Texas
$10 -$18