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ChargePoint

328 hedge funds and large institutions have $295M invested in ChargePoint in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 103 increasing their positions, 92 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
-32
Holders Change %
-8.89%
% of All Funds
4.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
47
Increased
103
Reduced
92
Closed
74
Calls
$116M
Puts
$42.7M
Net Calls
+$73.8M
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
151
Brave Asset Management
New Jersey
$34.7K
CWM
152
Core Wealth Management
Florida
$33.1K
NI
153
NCP Inc
California
$32.6K
DWA
154
Delap Wealth Advisory
Oregon
$31K +$31K +1,026 New
IWC
155
Integrated Wealth Concepts
Massachusetts
$31K +$4.11K +136 +15%
Jones Financial Companies
156
Jones Financial Companies
Missouri
$30.2K +$30.2K +1,002 New
TC
157
TownSquare Capital
Utah
$29.9K +$12.4K +410 +71%
AWM
158
Apollon Wealth Management
South Carolina
$28.8K +$2.39K +79 +9%
BPA
159
Beacon Pointe Advisors
California
$27.3K -$2.42K -80 -8%
ORC
160
O'Rourke & Company
Massachusetts
$27K -$25.1K -820 -48%
CIBC Asset Management
161
CIBC Asset Management
Ontario, Canada
$25.9K +$8.7K +288 +51%
BBVA
162
Banco Bilbao Vizcaya Argentaria
Spain
$25.7K +$2.41K +80 +10%
Group One Trading
163
Group One Trading
Illinois
$25.2K +$11.7K +386 +86%
Wealth Enhancement Advisory Services
164
Wealth Enhancement Advisory Services
Minnesota
$25.2K +$2.78K +92 +12%
SG
165
StoneX Group
New York
$24.8K +$24.8K +823 New
SB
166
Strategic Blueprint
Georgia
$24.8K -$8.12K -269 -25%
NA
167
NewEdge Advisors
Louisiana
$24.4K +$60 +2 +0.2%
PPW
168
Presilium Private Wealth
Pennsylvania
$24.2K +$24.2K +800 New
Verition Fund Management
169
Verition Fund Management
Connecticut
$24.1K +$24.1K +798 New
PAS
170
Point72 Asia (Singapore)
Singapore
$23.9K +$23.9K +793 New
Mercer Global Advisors
171
Mercer Global Advisors
Colorado
$23.4K +$5.83K +193 +33%
UCFA
172
United Capital Financial Advisors
Texas
$23.4K +$23.4K +774 New
OIA
173
OneDigital Investment Advisors
Kansas
$23.4K +$1.93K +64 +9%
BCM
174
Brookstone Capital Management
Illinois
$22.8K +$22.8K +527 New
SB
175
Simmons Bank
Arkansas
$22.7K