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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 %
AWM
151
AE Wealth Management
Kansas
$331K +$19.3K +92 +6%
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$330K -$220K -1,049 -40%
DIA
153
Dana Investment Advisors
Wisconsin
$326K
AAM
154
Advisors Asset Management
Colorado
$326K -$45.2K -216 -12%
HWM
155
HB Wealth Management
Georgia
$319K +$8.38K +40 +3%
GVAG
156
Great Valley Advisor Group
Delaware
$318K +$116K +553 +57%
GLA
157
Good Life Advisors
Pennsylvania
$316K +$192K +915 +154%
WIM
158
WealthPlan Investment Management
Nebraska
$310K -$1.05K -5 -0.3%
Susquehanna International Group
159
Susquehanna International Group
Pennsylvania
$307K -$563K -2,690 -65%
LA
160
LBP AM
France
$306K +$306K +1,459 New
Envestnet Asset Management
161
Envestnet Asset Management
Illinois
$301K -$1.17M -5,583 -80%
Public Employees Retirement Association of Colorado
162
Public Employees Retirement Association of Colorado
Colorado
$301K
CFSG
163
Clark Financial Services Group
Missouri
$296K +$1.47K +7 +0.5%
Parallax Volatility Advisers
164
Parallax Volatility Advisers
California
$293K -$454K -2,168 -61%
AIM
165
Aigen Investment Management
New York
$293K +$293K +1,397 New
BPA
166
Beacon Pointe Advisors
California
$289K -$75.2K -359 -21%
Zurich Cantonal Bank
167
Zurich Cantonal Bank
Switzerland
$289K
PAMS
168
Pictet Asset Management (Switzerland)
Switzerland
$285K
TSS
169
Two Sigma Securities
New York
$284K +$133K +637 +88%
AFS
170
AFG Fiduciary Services
Massachusetts
$280K +$53.8K +257 +24%
Principal Financial Group
171
Principal Financial Group
Iowa
$280K -$56.3K -269 -17%
AWS
172
Atria Wealth Solutions
New York
$266K +$11.7K +56 +5%
ARG
173
Advisory Resource Group
Oklahoma
$266K +$8.38K +40 +3%
CF
174
Centaurus Financial
California
$263K +$263K +1,256 New
VIM
175
VELA Investment Management
Ohio
$260K