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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 %
OIA
426
Optimum Investment Advisors
Illinois
-$3.98K -40 Closed
QP
427
Quilter Plc
United Kingdom
-$698K -35 Closed
TFM
428
TFC Financial Management
Massachusetts
-$3.15K -32 Closed
CAL
429
Capital Advisors Ltd
Ohio
-$3K -31 Closed
CA
430
Crewe Advisors
Utah
-$2.98K -30 Closed
RA
431
Rational Advisors
New York
-$4.55K -26 Closed
EWA
432
EverSource Wealth Advisors
Alabama
-$1.74K -18 Closed
MPWT
433
MassMutual Private Wealth & Trust
Connecticut
-$1.6K -16 Closed
BI
434
Bramshill Investments
Florida
-$1.49K -15 Closed
BIA
435
Bell Investment Advisors
California
-$970 -10 Closed
VNA
436
Valley National Advisers
Pennsylvania
-$1K -10 Closed
UB
437
UMB Bank
Missouri
-$1.01K -10 Closed
Legacy Financial Group (Iowa)
438
Legacy Financial Group (Iowa)
Iowa
-$601 -6 Closed
MFT
439
Moisand Fitzgerald Tamayo
Florida
-$497 -5 Closed
SCA
440
Stonebridge Capital Advisors
Minnesota
-$497 -5 Closed
TCPG
441
Trivant Custom Portfolio Group
California
-$497 -5 Closed
WWP
442
WR Wealth Planners
Missouri
-$398 -4 Closed
HWP
443
Hibernia Wealth Partners
Louisiana
-$249 -3 Closed
Russell Investments Group
444
Russell Investments Group
United Kingdom
-$318 -3 Closed
RG
445
Retirement Group
California
-$154 -2 Closed
MIM
446
Macroview Investment Management
Maryland
-$35