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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 %
AWA
176
Arkadios Wealth Advisors
Georgia
$22.5K -$60 -2 -0.3%
AAS
177
Avantax Advisory Services
Texas
$22.2K +$6.77K +224 +44%
WWM
178
Western Wealth Management
Colorado
$22K -$1.99K -66 -8%
Janney Montgomery Scott
179
Janney Montgomery Scott
Pennsylvania
$22K -$7.79K -255 -26%
IC
180
IEQ Capital
California
$21.6K -$100K -3,323 -82%
DT
181
Diversified Trust
Tennessee
$21.5K +$21.5K +713 New
Neuberger Berman Group
182
Neuberger Berman Group
New York
$21.3K -$17.1K -566 -44%
QWM
183
Quadcap Wealth Management
Texas
$21.1K +$2.29K +76 +12%
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$21K -$917 -31 -4%
CFC
185
Coyle Financial Counsel
Illinois
$20.5K
DWP
186
Daymark Wealth Partners
Ohio
$19.8K -$755 -25 -4%
RWP
187
RWA Wealth Partners
Massachusetts
$19.7K
HA
188
Herold Advisors
New York
$19.6K
FI
189
FWG Investments
Kentucky
$19.2K
CFG
190
Cooper Financial Group
California
$19.2K +$19.2K +634 New
AWM
191
Angeles Wealth Management
California
$18.9K +$18.9K +625 New
IAA
192
Independent Advisor Alliance
North Carolina
$18.5K -$1.48K -49 -7%
Ameriprise
193
Ameriprise
Minnesota
$18.3K -$15.9K -528 -47%
C
194
Certuity
Florida
$18K +$91 +3 +0.5%
AB
195
Amalgamated Bank
New York
$18K -$16.7K -566 -48%
ISL
196
Ingalls & Snyder LLC
New York
$18K -$3K -100 -14%
PCM
197
Prelude Capital Management
New York
$17.8K +$17.8K +588 New
SAG
198
SageView Advisory Group
California
$17.4K +$17.4K +577 New
MMA
199
Miracle Mile Advisors
California
$17.3K
TWM
200
Tradition Wealth Management
Minnesota
$17.1K -$1.21K -40 -7%