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ChargePoint

137 hedge funds and large institutions have $44.2M invested in ChargePoint in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 21 increasing their positions, 59 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

64% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 59

80% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 120

Holders
137
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$90.5M
Puts
$26.4M
Net Calls
Net Calls Change

Top Buyers

1 +$1.27M
2 +$1.08M
3 +$788K
4
First Trust Advisors
First Trust Advisors
Illinois
+$600K
5
Invesco
Invesco
Georgia
+$559K

Top Sellers

1 -$12.3M
2 -$2.98M
3 -$1.09M
4
Goldman Sachs
Goldman Sachs
New York
-$669K
5
SAM
Soviero Asset Management
New York
-$633K
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
226
OneDigital Investment Advisors
Kansas
GSC
227
Ground Swell Capital
South Carolina
TWM
228
Tradition Wealth Management
Minnesota
CFG
229
Cooper Financial Group
California
BWM
230
Birchcreek Wealth Management
Ohio
Universal-Beteiligungs- und Servicegesellschaft
231
Universal-Beteiligungs- und Servicegesellschaft
Germany
MG
232
Marex Group
JWM
233
Jeppson Wealth Management
California
PAG
234
Poinciana Advisors Group
Florida
AWA
235
Arkadios Wealth Advisors
Georgia
WS
236
Wedbush Securities
California
KPWS
237
Kestra Private Wealth Services
Texas
Nisa Investment Advisors
238
Nisa Investment Advisors
Missouri
NEWAS
239
N.E.W. Advisory Services
Wisconsin
CFFP
240
Center for Financial Planning
Michigan
SWM
241
Spire Wealth Management
Virginia
GWM
242
Geneos Wealth Management
Colorado
Group One Trading
243
Group One Trading
Illinois
TJHA
244
Thomas J. Herzfeld Advisors
Florida
CSB
245
City State Bank
Iowa
GEA
246
Glen Eagle Advisors
New Jersey
RAM
247
Riggs Asset Management
Pennsylvania
AAG
248
Armstrong Advisory Group
Massachusetts
TSMHT
249
Thurston Springer Miller Herd & Titak
Indiana
TF
250
Tompkins Financial
New York