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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
VWA
101
VSM Wealth Advisory
Maryland
$262
SIC
102
Salem Investment Counselors
North Carolina
$252
HNB
103
Huntington National Bank
Ohio
$218
GRP
104
Global Retirement Partners
California
$196
SIS
105
Sound Income Strategies
Florida
$183
SAM
106
Smartleaf Asset Management
Massachusetts
$165
KHC
107
Koesten Hirschmann & Crabtree
Kansas
$164
MSG
108
Main Street Group
Virginia
$164
WPA
109
Wealth Preservation Advisors
Tennessee
$164
CWM
110
Consultiva Wealth Management
Puerto Rico
$164
MCM
111
MAI Capital Management
Ohio
$153
WANY
112
Wealthspire Advisors (New York)
New York
$153
AssetMark Inc
113
AssetMark Inc
California
$142
CAM
114
Chesapeake Asset Management
New York
$131
HWM
115
HighMark Wealth Management
Minnesota
$120
GWSG
116
GPS Wealth Strategies Group
Colorado
$120
CPG
117
Cornerstone Planning Group
New Jersey
$115
BTI
118
Blue Trust Inc
Georgia
$110
EWA
119
EverSource Wealth Advisors
Alabama
$109
CAM
120
Creekmur Asset Management
Illinois
$109
NS
121
NBC Securities
Alabama
$109
AG
122
AmeriFlex Group
Nevada
$109
FDCP
123
Foster Dykema Cabot & Partners
Massachusetts
$98
SN
124
Sittner & Nelson
Oregon
$87
ANBT
125
American National Bank & Trust
Texas
$55