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ChargePoint

377 hedge funds and large institutions have $348M invested in ChargePoint in 2023 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 98 increasing their positions, 112 reducing their positions, and 72 closing their positions.

Holders
377
Holders Change
+1
Holders Change %
+0.27%
% of All Funds
5.53%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
81
Increased
98
Reduced
112
Closed
72
Calls
$130M
Puts
$50.3M
Net Calls
+$79.6M
Net Calls Change
+$167M
Name Holding Trade Value Shares
Change
Shares
Change %
BIM
201
Bridgecreek Investment Management
Oklahoma
$32.8K +$32.8K +700 New
SPC
202
Sigma Planning Corp
Michigan
$32.7K +$32.7K +699 New
WWM
203
Western Wealth Management
Colorado
$32.6K +$7.26K +155 +29%
Teacher Retirement System of Texas
204
Teacher Retirement System of Texas
Texas
$32K -$21.9K -473 -41%
DWP
205
Daymark Wealth Partners
Ohio
$31.8K +$7.02K +150 +28%
SEI Investments
206
SEI Investments
Pennsylvania
$31.6K +$2.9K +62 +10%
WS
207
Wedbush Securities
California
$31K -$14.6K -310 -32%
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$31K +$1.53K +33 +5%
FI
209
FWG Investments
Kentucky
$30.9K +$30.9K +660 New
LNWWM
210
Laird Norton Wetherby Wealth Management
California
$30.9K +$30.9K +659 New
RWP
211
RWA Wealth Partners
Massachusetts
$30.6K +$30.6K +654 New
HA
212
Herold Advisors
New York
$30.4K
Pathstone Holdings
213
Pathstone Holdings
New Jersey
$30.4K +$30.4K +650 New
OIA
214
OneDigital Investment Advisors
Kansas
$30.1K +$30.1K +643 New
QWM
215
Quadcap Wealth Management
Texas
$29.4K +$29.4K +629 New
TC
216
TownSquare Capital
Utah
$29.3K +$5.29K +113 +22%
EH
217
Equitable Holdings
New York
$29.2K -$1.4K -30 -5%
SPIA
218
Steward Partners Investment Advisory
New York
$29.2K -$6.6K -141 -18%
Truist Financial
219
Truist Financial
North Carolina
$28.7K -$32.3K -690 -53%
HCM
220
Hollencrest Capital Management
California
$28.1K
CSS
221
Cubist Systematic Strategies
Connecticut
$27.3K +$27.3K +584 New
CIBC Asset Management
222
CIBC Asset Management
Ontario, Canada
$27.1K +$796 +17 +3%
Wealthfront Advisers
223
Wealthfront Advisers
California
$26.1K +$26.1K +558 New
BL
224
Balentine LLC
Georgia
$26.1K +$26.1K +557 New
WIM
225
Westside Investment Management
California
$25.6K -$26.6K -568 -51%