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ChargePoint
CHPT

Overview Fund Activity

287 hedge funds and large institutions have $180M invested in ChargePoint in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 63 increasing their positions, 95 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
-26
Holders Change %
-8.31%
% of All Funds
3.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
63
Reduced
95
Closed
65
Calls
$33.1M
Puts
$16.3M
Net Calls
+$16.9M
Net Calls Change
-$21.7M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$7.52M
2
Millennium Management
2
Millennium Management
New York
$3.06M
3
Morgan Stanley
3
Morgan Stanley
New York
$6.45M
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$2.65M
5
BlackRock
5
BlackRock
New York
$35.3M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$33.1M
2
Coatue Management
2
Coatue Management
New York
$0
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$0
4
Nomura Holdings
4
Nomura Holdings
Japan
$8.19M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
201
Comerica Bank
Texas
$2.32K -$1.37K -64 -37%
Walleye Capital
202
Walleye Capital
New York
$2.25K +$1.3K +61 +139%
WIM
203
Westside Investment Management
California
$2.22K – – –
GWSA
204
Global Wealth Strategies & Associates
Colorado
$2.14K – – –
HPC
205
HM Payson & Co
Maine
$2.14K – – –
HNB
206
Huntington National Bank
Ohio
$1.9K +$1.26K +59 +197%
RIL
207
Rothschild Investment LLC
Illinois
$1.87K -$3.13K -147 -63%
SWM
208
Spire Wealth Management
Virginia
$1.86K -$192 -9 -9%
Mitsubishi UFJ Asset Management
209
Mitsubishi UFJ Asset Management
Japan
$1.77K – – –
NWWA
210
New Wave Wealth Advisors
Arkansas
$1.71K +$1.71K +80 New
SAM
211
Smartleaf Asset Management
Massachusetts
$1.68K +$1.68K +76 New
Nisa Investment Advisors
212
Nisa Investment Advisors
Missouri
$1.67K -$4.74K -222 -74%
HFM
213
Hartford Financial Management
Connecticut
$1.61K – – –
GWM
214
Geneos Wealth Management
Colorado
$1.41K – – –
VWM
215
Vermillion Wealth Management
Minnesota
$1.39K +$1.39K +65 New
AF
216
Allworth Financial
California
$1.33K +$890 +45 +205%
MCM
217
MAI Capital Management
Ohio
$1.23K +$1.23K +58 New
PMFA
218
Plante Moran Financial Advisors
Michigan
$1.22K – – –
CWP
219
Concord Wealth Partners
Virginia
$1.15K +$85 +4 +8%
SIC
220
Salem Investment Counselors
North Carolina
$1.12K – – –
PIS
221
POM Investment Strategies
North Carolina
$1.12K – – –
FFWM
222
Future Financial Wealth Management
Ohio
$1.07K – – –
AIC
223
Archer Investment Corporation
Indiana
$1.07K +$1.07K +50 New
SSB
224
Sandy Spring Bank
Maryland
$1.04K +$915 +43 +717%
TFGT
225
TS Financial Group (TSFG)
Illinois
$1K +$1K +50 New
7 8
9
10 11