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ChargePoint

143 hedge funds and large institutions have $44.5M invested in ChargePoint in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 22 increasing their positions, 59 reducing their positions, and 123 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

79% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 123

Holders
143
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 +$1.33M
2 +$1.14M
3 +$826K
4
First Trust Advisors
First Trust Advisors
Illinois
+$629K
5
Invesco
Invesco
Georgia
+$586K

Top Sellers

1 -$12.3M
2 -$3.13M
3 -$1.14M
4
Goldman Sachs
Goldman Sachs
New York
-$701K
5
SAM
Soviero Asset Management
New York
-$633K
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
226
HighTower Advisors
Illinois
TI
227
Tidal Investments
Wisconsin
CPA
228
Capital Performance Advisors
California
HA
229
Herold Advisors
New York
BBVA
230
Banco Bilbao Vizcaya Argentaria
Spain
WWM
231
Western Wealth Management
Colorado
VA
232
VestGen Advisors
Illinois
OIA
233
OneDigital Investment Advisors
Kansas
GSC
234
Ground Swell Capital
South Carolina
TWM
235
Tradition Wealth Management
Minnesota
CFG
236
Cooper Financial Group
California
Universal-Beteiligungs- und Servicegesellschaft
237
Universal-Beteiligungs- und Servicegesellschaft
Germany
BWM
238
Birchcreek Wealth Management
Ohio
MG
239
Marex Group
JWM
240
Jeppson Wealth Management
California
PAG
241
Poinciana Advisors Group
Florida
AWA
242
Arkadios Wealth Advisors
Georgia
WS
243
Wedbush Securities
California
KPWS
244
Kestra Private Wealth Services
Texas
PVI
245
Pine Valley Investments
New Jersey
Nisa Investment Advisors
246
Nisa Investment Advisors
Missouri
NEWAS
247
N.E.W. Advisory Services
Wisconsin
CFFP
248
Center for Financial Planning
Michigan
SWM
249
Spire Wealth Management
Virginia
GWM
250
Geneos Wealth Management
Colorado