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ChargePoint

360 hedge funds and large institutions have $295M invested in ChargePoint in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 108 increasing their positions, 97 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
-17
Holders Change %
-4.51%
% of All Funds
5.22%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
55
Increased
108
Reduced
97
Closed
64
Calls
$58.6M
Puts
$22.9M
Net Calls
+$35.7M
Net Calls Change
-$43.9M
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
176
Integrated Wealth Concepts
Massachusetts
$33.8K +$33.8K +889 New
Walleye Trading
177
Walleye Trading
New York
$33.4K -$57.4K -1,510 -63%
AWM
178
Apollon Wealth Management
South Carolina
$33.2K +$33.2K +873 New
PP
179
PDS Planning
Ohio
$30.9K +$30.9K +813 New
NA
180
NewEdge Advisors
Louisiana
$30.6K -$2.43K -64 -7%
WWM
181
Western Wealth Management
Colorado
$30.2K +$3.73K +98 +14%
Franklin Resources
182
Franklin Resources
California
$30.1K +$30.1K +792 New
SI
183
Symmetry Investments
Jersey
$30K +$30K +790 New
CW
184
CreativeOne Wealth
Kansas
$30K +$30K +778 New
BBVA
185
Banco Bilbao Vizcaya Argentaria
Spain
$29.2K -$17K -450 -37%
Wealthfront Advisers
186
Wealthfront Advisers
California
$28.8K +$7.57K +199 +36%
SB
187
Simmons Bank
Arkansas
$28.5K
AWA
188
Arkadios Wealth Advisors
Georgia
$28.4K -$1.03K -27 -3%
LNWWM
189
Laird Norton Wetherby Wealth Management
California
$28.4K +$3.31K +87 +13%
Wealth Enhancement Advisory Services
190
Wealth Enhancement Advisory Services
Minnesota
$28.2K +$1.14K +30 +4%
Carson Wealth (CWM LLC)
191
Carson Wealth (CWM LLC)
Nebraska
$28K +$2.72K +72 +11%
Amundi
192
Amundi
France
$27.9K
US Bancorp
193
US Bancorp
Minnesota
$27.9K +$16.7K +440 +150%
TAM
194
Trillium Asset Management
Massachusetts
$27K -$633K -16,703 -96%
ISL
195
Ingalls & Snyder LLC
New York
$27K
OIA
196
OneDigital Investment Advisors
Kansas
$27K +$2.55K +67 +10%
PIA
197
Perennial Investment Advisors
California
$26.6K +$26.6K +699 New
DWP
198
Daymark Wealth Partners
Ohio
$25.8K
IAA
199
Independent Advisor Alliance
North Carolina
$25.1K -$12.8K -337 -34%
RWP
200
RWA Wealth Partners
Massachusetts
$24.8K