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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
Citigroup
51
Citigroup
New York
$12.9K
TRCT
52
Tower Research Capital (TRC)
New York
$11K
NA
53
NewEdge Advisors
Louisiana
$8.72K
TWC
54
TD Waterhouse Canada
Ontario, Canada
$7.36K
CAL
55
Capital Analysts LLC
Pennsylvania
$7K
QC
56
Quent Capital
New York
$6.48K
Fidelity Investments
57
Fidelity Investments
Massachusetts
$6.17K
FDCDDQ
58
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.73K
GSWM
59
Golden State Wealth Management
California
$5.02K
PS
60
Principal Securities
Iowa
$4.91K
FFA
61
Farther Finance Advisors
California
$4.06K
TCM
62
Tradewinds Capital Management
Washington
$2.18K
SPIA
63
Steward Partners Investment Advisory
New York
$2.17K
BLC
64
Brown, Lisle/Cummings
Rhode Island
$2.08K
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$2K
JP Morgan Chase
66
JP Morgan Chase
New York
$1.93K
US Bancorp
67
US Bancorp
Minnesota
$1.22K
HPC
68
HM Payson & Co
Maine
$1.09K
TIM
69
Tortoise Investment Management
New York
$1.09K
GWSA
70
Global Wealth Strategies & Associates
Colorado
$1.09K
TFGT
71
TS Financial Group (TSFG)
Illinois
$1K
WIM
72
Westside Investment Management
California
$852
SGK
73
Steigerwald Gordon & Koch
Virginia
$841
HFM
74
Hartford Financial Management
Connecticut
$819
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$721