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ChargePoint

140 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 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: $ → $

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: 120

Holders
140
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
SIC
101
Salem Investment Counselors
North Carolina
$252
HNB
102
Huntington National Bank
Ohio
$218
GRP
103
Global Retirement Partners
California
$196
SIS
104
Sound Income Strategies
Florida
$183
SAM
105
Smartleaf Asset Management
Massachusetts
$165
KHC
106
Koesten Hirschmann & Crabtree
Kansas
$164
MSG
107
Main Street Group
Virginia
$164
WPA
108
Wealth Preservation Advisors
Tennessee
$164
CWM
109
Consultiva Wealth Management
Puerto Rico
$164
MCM
110
MAI Capital Management
Ohio
$153
WANY
111
Wealthspire Advisors (New York)
New York
$153
AssetMark Inc
112
AssetMark Inc
California
$142
CAM
113
Chesapeake Asset Management
New York
$131
HWM
114
HighMark Wealth Management
Minnesota
$120
GWSG
115
GPS Wealth Strategies Group
Colorado
$120
CPG
116
Cornerstone Planning Group
New Jersey
$115
BTI
117
Blue Trust Inc
Georgia
$110
EWA
118
EverSource Wealth Advisors
Alabama
$109
CAM
119
Creekmur Asset Management
Illinois
$109
NS
120
NBC Securities
Alabama
$109
AG
121
AmeriFlex Group
Nevada
$109
FDCP
122
Foster Dykema Cabot & Partners
Massachusetts
$98
SN
123
Sittner & Nelson
Oregon
$87
ANBT
124
American National Bank & Trust
Texas
$55
HC
125
Hurley Capital
New York
$55