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ChargePoint

140 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 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: $ → $

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: 120

Holders
140
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
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$15.6K
Citigroup
52
Citigroup
New York
$12.9K
TRCT
53
Tower Research Capital (TRC)
New York
$11K
NA
54
NewEdge Advisors
Louisiana
$8.72K
TWC
55
TD Waterhouse Canada
Ontario, Canada
$7.36K
CAL
56
Capital Analysts LLC
Pennsylvania
$7K
QC
57
Quent Capital
New York
$6.48K
Fidelity Investments
58
Fidelity Investments
Massachusetts
$6.17K
FDCDDQ
59
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.73K
GSWM
60
Golden State Wealth Management
California
$5.02K
PS
61
Principal Securities
Iowa
$4.91K
FFA
62
Farther Finance Advisors
California
$4.06K
IA
63
IFP Advisors
Florida
$3.04K
TCM
64
Tradewinds Capital Management
Washington
$2.18K
SPIA
65
Steward Partners Investment Advisory
New York
$2.17K
BLC
66
Brown, Lisle/Cummings
Rhode Island
$2.08K
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$2K
JP Morgan Chase
68
JP Morgan Chase
New York
$1.93K
US Bancorp
69
US Bancorp
Minnesota
$1.22K
HPC
70
HM Payson & Co
Maine
$1.09K
TIM
71
Tortoise Investment Management
New York
$1.09K
GWSA
72
Global Wealth Strategies & Associates
Colorado
$1.09K
TFGT
73
TS Financial Group (TSFG)
Illinois
$1K
AF
74
Allworth Financial
California
$896
WIM
75
Westside Investment Management
California
$852