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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
WIM
76
Westside Investment Management
California
$852
SGK
77
Steigerwald Gordon & Koch
Virginia
$841
HFM
78
Hartford Financial Management
Connecticut
$819
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$721
VWM
80
Vermillion Wealth Management
Minnesota
$710
AAS
81
Ameritas Advisory Services
Nebraska
$655
PMFA
82
Plante Moran Financial Advisors
Michigan
$622
National Bank of Canada
83
National Bank of Canada
Quebec, Canada
$612
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$546
FFWM
85
Future Financial Wealth Management
Ohio
$546
LWCFA
86
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$490
BFS
87
Bare Financial Services
Pennsylvania
$480
AUB
88
Atlantic Union Bankshares
Virginia
$470
N
89
Natixis
France
$415
BL
90
BFSG LLC
California
$383
FFO
91
Fortitude Family Office
Arizona
$382
HI
92
Harbour Investments
Wisconsin
$360
EAM
93
Eukles Asset Management
Ohio
$317
ME
94
McIlrath & Eck
Washington
$317
LFG
95
Larson Financial Group
Missouri
$306
CA
96
CoreCap Advisors
Michigan
$273
AF
97
Advisornet Financial
Minnesota
$273
YAL
98
Your Advocates Ltd
Texas
$273
CA
99
Clearstead Advisors
Ohio
$273
TCM
100
TD Capital Management
Tennessee
$273