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ChargePoint

292 hedge funds and large institutions have $181M invested in ChargePoint in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 64 increasing their positions, 97 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $33.1M | Put options by funds: $16.3M

0.07% less ownership

Funds ownership: 1.97%1.91% (-0.07%)

8% less funds holding

Funds holding: 317292 (-25)

23% less capital invested

Capital invested by funds: $233M → $181M (-$52.8M)

31% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 65

34% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 97

Holders
292
Holders Change
-25
Holders Change %
-7.89%
% of All Funds
3.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
45
Increased
64
Reduced
97
Closed
65
Calls
$33.1M
Puts
$16.3M
Net Calls
+$16.9M
Net Calls Change
-$21.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
151
Janney Montgomery Scott
Pennsylvania
$18K +$1.98K +80 +10%
PPW
152
Presilium Private Wealth
Pennsylvania
$17.1K
NA
153
NewEdge Advisors
Louisiana
$17.1K -$149 -6 -0.7%
SS
154
SBI Securities
Japan
$16.6K +$19.2K +775 New
IWC
155
Integrated Wealth Concepts
Massachusetts
$16.6K -$43K -1,736 -69%
IFG
156
Independent Financial Group
California
$16.1K -$10K -404 -35%
BCM
157
Brookstone Capital Management
Illinois
$15.5K +$1.36K +55 +8%
BWA
158
Blodgett Wealth Advisors
California
$15.4K +$17.8K +719 New
WWM
159
Western Wealth Management
Colorado
$15.1K -$619 -25 -3%
WS
160
Wedbush Securities
California
$15K -$173 -7 -1%
M&T Bank
161
M&T Bank
New York
$14.8K -$31.8K -1,286 -65%
JTWM
162
Jackson Thornton Wealth Management
Alabama
$14.6K +$16.9K +683 New
BBVA
163
Banco Bilbao Vizcaya Argentaria
Spain
$14.5K -$1.88K -76 -10%
IC
164
IEQ Capital
California
$14.1K
AWA
165
Arkadios Wealth Advisors
Georgia
$14.1K -$2.15K -87 -12%
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$14K -$1.86K -75 -10%
RWP
167
RWA Wealth Partners
Massachusetts
$14K
HA
168
Herold Advisors
New York
$13.9K
CW
169
CreativeOne Wealth
Kansas
$13.2K -$1.41K -57 -8%
MMA
170
Miracle Mile Advisors
California
$13.1K +$965 +39 +7%
AB
171
Amalgamated Bank
New York
$13K
ISL
172
Ingalls & Snyder LLC
New York
$13K
HW
173
Hamilton Wealth
California
$13K +$15K +606 New
Mariner
174
Mariner
Kansas
$12.8K -$34.8K -1,406 -70%
OIA
175
OneDigital Investment Advisors
Kansas
$12.6K -$4.58K -185 -24%