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ChargePoint

376 hedge funds and large institutions have $786M invested in ChargePoint in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 136 increasing their positions, 90 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
-14
Holders Change %
-3.59%
% of All Funds
6%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
43
Increased
136
Reduced
90
Closed
55
Calls
$157M
Puts
$244M
Net Calls
-$87.6M
Net Calls Change
-$190M
Name Holding Trade Value Shares
Change
Shares
Change %
IA
201
IFP Advisors
Florida
$72.5K +$695 +7 +1%
LCWP
202
Legacy Capital Wealth Partners
Arkansas
$72.1K +$72.1K +725 New
FAM
203
Flaharty Asset Management
Florida
$68.8K +$68.8K +693 New
SIS
204
Strategic Investment Solutions
Illinois
$68.5K +$67.4K +465 +5,813%
CWM
205
Core Wealth Management
Florida
$67.8K
VPIM
206
Vanguard Personalized Indexing Management
California
$66.3K +$16.3K +164 +33%
RIL
207
Rothschild Investment LLC
Illinois
$66K
PWAG
208
Polaris Wealth Advisory Group
California
$65.4K +$65.4K +658 New
IWC
209
Integrated Wealth Concepts
Massachusetts
$65.4K +$65.4K +658 New
PA
210
Pinnacle Associates
New York
$65.2K +$65.2K +656 New
LSPW
211
Lake Street Private Wealth
Illinois
$65.1K
EH
212
Equitable Holdings
New York
$65.1K +$8.45K +85 +15%
PVI
213
Pine Valley Investments
New Jersey
$64.6K -$12.4K -125 -16%
HA
214
Herold Advisors
New York
$64.6K
NA
215
NewEdge Advisors
Louisiana
$64K -$16.9K -170 -21%
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$63K -$173K -1,743 -73%
M&T Bank
217
M&T Bank
New York
$61.9K +$61.9K +628 New
SEI Investments
218
SEI Investments
Pennsylvania
$61.1K +$5.47K +55 +10%
BPC
219
Banque Pictet & Cie
Switzerland
$59.6K +$4.97K +50 +9%
HCM
220
Hollencrest Capital Management
California
$59.6K +$59.6K +600 New
PI
221
PFG Investments
New York
$58.3K -$5.96K -60 -9%
QCM
222
QRG Capital Management
Illinois
$58.2K +$58.2K +586 New
IWM
223
IHT Wealth Management
Illinois
$58.1K -$66.4K -668 -53%
ASN
224
Advisory Services Network
Georgia
$57.1K +$57.1K +574 New
CA
225
Clearstead Advisors
Ohio
$56.8K +$28.3K +285 +100%