We are live on ! Find out more
CHPT icon

ChargePoint

147 hedge funds and large institutions have $21.2M invested in ChargePoint in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 26 increasing their positions, 30 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

2% more funds holding

Funds holding: 144147 (+3)

2.99% less ownership

Funds ownership: 21.43%18.44% (-3%)

13% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 30

16% less call options, than puts

Call options by funds: $4.52M | Put options by funds: $5.37M

37% less capital invested

Capital invested by funds: $33.8M → $21.2M (-$12.6M)

Holders
147
Holders Change
+3
Holders Change %
+2.08%
% of All Funds
1.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
26
Reduced
30
Closed
15
Calls
$4.52M
Puts
$5.37M
Net Calls
-$843K
Net Calls Change
-$39.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
76
Harbour Investments
Wisconsin
$821 +$828 +136 +412%
SSG
77
Summit Securities Group
New York
$637 +$798 +131 New
IA
78
IFP Advisors
Florida
$583 -$122 -20 -14%
GWSA
79
Global Wealth Strategies & Associates
Colorado
$486
HPC
80
HM Payson & Co
Maine
$486
SGK
81
Steigerwald Gordon & Koch
Virginia
$374
Fifth Third Bancorp
82
Fifth Third Bancorp
Ohio
$365
HFM
83
Hartford Financial Management
Connecticut
$365
FFA
84
Farther Finance Advisors
California
$354 -$244 -40 -35%
AF
85
Allworth Financial
California
$326
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$321
VWM
87
Vermillion Wealth Management
Minnesota
$316
US Bancorp
88
US Bancorp
Minnesota
$301
PMFA
89
Plante Moran Financial Advisors
Michigan
$277
National Bank of Canada
90
National Bank of Canada
Quebec, Canada
$272
LWCFA
91
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$229
AUB
92
Atlantic Union Bankshares
Virginia
$209 -$6 -1 -2%
WIM
93
Westside Investment Management
California
$209
CCWM
94
Cassaday & Co Wealth Management
Virginia
$209 +$262 +43 New
BWA
95
Basecamp Wealth Advisors
Washington
$194
MCM
96
MAI Capital Management
Ohio
$190 -$30 -5 -11%
NI
97
NCP Inc
California
$180 -$609 -100 -73%
BL
98
BFSG LLC
California
$171
EAM
99
Eukles Asset Management
Ohio
$141
ME
100
McIlrath & Eck
Washington
$141