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ChargePoint

137 hedge funds and large institutions have $44.2M invested in ChargePoint in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 21 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: $ → $

64% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 59

80% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 120

Holders
137
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
SIS
101
Sound Income Strategies
Florida
$183
SAM
102
Smartleaf Asset Management
Massachusetts
$165
KHC
103
Koesten Hirschmann & Crabtree
Kansas
$164
MSG
104
Main Street Group
Virginia
$164
WPA
105
Wealth Preservation Advisors
Tennessee
$164
CWM
106
Consultiva Wealth Management
Puerto Rico
$164
MCM
107
MAI Capital Management
Ohio
$153
WANY
108
Wealthspire Advisors (New York)
New York
$153
AssetMark Inc
109
AssetMark Inc
California
$142
CAM
110
Chesapeake Asset Management
New York
$131
HWM
111
HighMark Wealth Management
Minnesota
$120
GWSG
112
GPS Wealth Strategies Group
Colorado
$120
CPG
113
Cornerstone Planning Group
New Jersey
$115
BTI
114
Blue Trust Inc
Georgia
$110
EWA
115
EverSource Wealth Advisors
Alabama
$109
CAM
116
Creekmur Asset Management
Illinois
$109
NS
117
NBC Securities
Alabama
$109
AG
118
AmeriFlex Group
Nevada
$109
FDCP
119
Foster Dykema Cabot & Partners
Massachusetts
$98
SN
120
Sittner & Nelson
Oregon
$87
ANBT
121
American National Bank & Trust
Texas
$55
HC
122
Hurley Capital
New York
$55
DIP
123
DT Investment Partners
Pennsylvania
$55
AIM
124
Anchor Investment Management
South Carolina
$55
BCWM
125
Bartlett & Co Wealth Management
Ohio
$55