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ChargePoint

287 hedge funds and large institutions have $180M invested in ChargePoint in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 63 increasing their positions, 95 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
-26
Holders Change %
-8.31%
% of All Funds
3.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
44
Increased
63
Reduced
95
Closed
65
Calls
$33.1M
Puts
$16.3M
Net Calls
+$16.9M
Net Calls Change
-$21.7M
Name Holding Trade Value Shares
Change
Shares
Change %
NA
151
NewEdge Advisors
Louisiana
$17.1K -$128 -6 -0.7%
SS
152
SBI Securities
Japan
$16.6K +$16.6K +775 New
IWC
153
Integrated Wealth Concepts
Massachusetts
$16.6K -$37.2K -1,736 -69%
BCM
154
Brookstone Capital Management
Illinois
$15.5K +$1.18K +55 +8%
BWA
155
Blodgett Wealth Advisors
California
$15.4K +$15.4K +719 New
WWM
156
Western Wealth Management
Colorado
$15.1K -$535 -25 -3%
WS
157
Wedbush Securities
California
$15K -$151 -7 -1%
M&T Bank
158
M&T Bank
New York
$14.8K -$27.9K -1,286 -65%
JTWM
159
Jackson Thornton Wealth Management
Alabama
$14.6K +$14.6K +683 New
BBVA
160
Banco Bilbao Vizcaya Argentaria
Spain
$14.5K -$1.7K -76 -10%
IC
161
IEQ Capital
California
$14.1K
AWA
162
Arkadios Wealth Advisors
Georgia
$14.1K -$1.86K -87 -12%
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$14K -$1.57K -75 -10%
RWP
164
RWA Wealth Partners
Massachusetts
$14K
HA
165
Herold Advisors
New York
$13.9K
CW
166
CreativeOne Wealth
Kansas
$13.2K -$1.22K -57 -8%
MMA
167
Miracle Mile Advisors
California
$13.1K +$835 +39 +7%
AB
168
Amalgamated Bank
New York
$13K
ISL
169
Ingalls & Snyder LLC
New York
$13K
Mariner
170
Mariner
Kansas
$12.8K -$30.1K -1,406 -70%
OIA
171
OneDigital Investment Advisors
Kansas
$12.6K -$3.96K -185 -24%
TAM
172
Titleist Asset Management
Texas
$12.4K -$190K -8,894 -94%
Wolverine Trading
173
Wolverine Trading
Illinois
$12.3K -$33.8K -1,524 -73%
TWM
174
Tradition Wealth Management
Minnesota
$12.1K
Fidelity Investments
175
Fidelity Investments
Massachusetts
$12K -$149K -6,972 -93%