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ChargePoint

281 hedge funds and large institutions have $92.7M invested in ChargePoint in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 65 increasing their positions, 74 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
-6
Holders Change %
-2.09%
% of All Funds
3.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
51
Increased
65
Reduced
74
Closed
50
Calls
$12.7M
Puts
$5.58M
Net Calls
+$7.14M
Net Calls Change
-$9.73M
Name Holding Trade Value Shares
Change
Shares
Change %
RA
226
Rise Advisors
New York
$482 +$482 +40 New
N
227
Natixis
France
$481 -$287K -25,019 -100%
BL
228
BFSG LLC
California
$424 +$424 +35 New
CA
229
CoreCap Advisors
Michigan
$379
EAM
230
Eukles Asset Management
Ohio
$354
ME
231
McIlrath & Eck
Washington
$354
PFBT
232
Parkside Financial Bank & Trust
Missouri
$345 +$345 +29 New
CFD
233
Creative Financial Designs
Indiana
$323
AF
234
Advisornet Financial
Minnesota
$313
YAL
235
Your Advocates Ltd
Texas
$305
VWA
236
VSM Wealth Advisory
Maryland
$303
CA
237
Clearstead Advisors
Ohio
$303
SW
238
SVB Wealth
Massachusetts
$296 +$296 +24 New
SIS
239
Sound Income Strategies
Florida
$254 +$181 +15 +250%
HWM
240
HighMark Wealth Management
Minnesota
$252 +$120 +10 +91%
GPFA
241
Game Plan Financial Advisors
Ohio
$242
BTI
242
Blue Trust Inc
Georgia
$197
MSG
243
Main Street Group
Virginia
$193
KHC
244
Koesten Hirschmann & Crabtree
Kansas
$189
CSB
245
City State Bank
Iowa
$188
SAM
246
Smartleaf Asset Management
Massachusetts
$185 -$752 -61 -80%
WPA
247
Wealth Preservation Advisors
Tennessee
$182 +$182 +15 New
CWM
248
Consultiva Wealth Management
Puerto Rico
$181 +$181 +15 New
CIBC Private Wealth Group
249
CIBC Private Wealth Group
Georgia
$179
QC
250
Quent Capital
New York
$178