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ChargePoint

141 hedge funds and large institutions have $44.5M invested in ChargePoint in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 22 increasing their positions, 59 reducing their positions, and 122 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: $ → $

63% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 59

80% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 122

Holders
141
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
TI
226
Tidal Investments
Wisconsin
CPA
227
Capital Performance Advisors
California
HA
228
Herold Advisors
New York
BBVA
229
Banco Bilbao Vizcaya Argentaria
Spain
WWM
230
Western Wealth Management
Colorado
VA
231
VestGen Advisors
Illinois
OIA
232
OneDigital Investment Advisors
Kansas
GSC
233
Ground Swell Capital
South Carolina
TWM
234
Tradition Wealth Management
Minnesota
CFG
235
Cooper Financial Group
California
BWM
236
Birchcreek Wealth Management
Ohio
Universal-Beteiligungs- und Servicegesellschaft
237
Universal-Beteiligungs- und Servicegesellschaft
Germany
MG
238
Marex Group
JWM
239
Jeppson Wealth Management
California
PAG
240
Poinciana Advisors Group
Florida
AWA
241
Arkadios Wealth Advisors
Georgia
WS
242
Wedbush Securities
California
KPWS
243
Kestra Private Wealth Services
Texas
Nisa Investment Advisors
244
Nisa Investment Advisors
Missouri
NEWAS
245
N.E.W. Advisory Services
Wisconsin
CFFP
246
Center for Financial Planning
Michigan
SWM
247
Spire Wealth Management
Virginia
GWM
248
Geneos Wealth Management
Colorado
Group One Trading
249
Group One Trading
Illinois
TJHA
250
Thomas J. Herzfeld Advisors
Florida