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ChargePoint

145 hedge funds and large institutions have $21.2M invested in ChargePoint in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 26 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
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
$4.52M
Puts
$5.37M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
101
Advisornet Financial
Minnesota
$122
CA
102
Clearstead Advisors
Ohio
$122
SIC
103
Salem Investment Counselors
North Carolina
$112
BLC
104
Brown, Lisle/Cummings
Rhode Island
$97
NFSG
105
Newbridge Financial Services Group
Florida
$83
WAG
106
Wilkerson Advisory Group
Missouri
$83
CWM
107
Consultiva Wealth Management
Puerto Rico
$73
WPA
108
Wealth Preservation Advisors
Tennessee
$73
MSG
109
Main Street Group
Virginia
$73
SIS
110
Sound Income Strategies
Florida
$72
CPG
111
Cornerstone Planning Group
New Jersey
$70
NWS
112
Nvest Wealth Strategies
Ohio
$64
VWA
113
VSM Wealth Advisory
Maryland
$58
CAM
114
Chesapeake Asset Management
New York
$58
SWP
115
Strategic Wealth Partners
Ohio
$58
HWM
116
HighMark Wealth Management
Minnesota
$53
PWPS
117
Pinnacle Wealth Planning Services
Ohio
$49
EWA
118
EverSource Wealth Advisors
Alabama
$49
AAP
119
Arax Advisory Partners
Colorado
$49
NS
120
NBC Securities
Alabama
$48
SWM
121
SHP Wealth Management
Massachusetts
$48
FDCP
122
Foster Dykema Cabot & Partners
Massachusetts
$44
JP Morgan Chase
123
JP Morgan Chase
New York
$41
SN
124
Sittner & Nelson
Oregon
$39
BCWM
125
Bartlett & Co Wealth Management
Ohio
$31