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ChargePoint

143 hedge funds and large institutions have $44.5M invested in ChargePoint in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 22 increasing their positions, 59 reducing their positions, and 123 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

79% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 123

Holders
143
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 +$1.33M
2 +$1.14M
3 +$826K
4
First Trust Advisors
First Trust Advisors
Illinois
+$629K
5
Invesco
Invesco
Georgia
+$586K

Top Sellers

1 -$12.3M
2 -$3.13M
3 -$1.14M
4
Goldman Sachs
Goldman Sachs
New York
-$701K
5
SAM
Soviero Asset Management
New York
-$633K
Name Holding Trade Value Shares
Change
Change in
Stake
YAL
101
Your Advocates Ltd
Texas
$273
TCM
102
TD Capital Management
Tennessee
$273
VWA
103
VSM Wealth Advisory
Maryland
$262
SIC
104
Salem Investment Counselors
North Carolina
$252
HNB
105
Huntington National Bank
Ohio
$218
GRP
106
Global Retirement Partners
California
$196
SIS
107
Sound Income Strategies
Florida
$183
SAM
108
Smartleaf Asset Management
Massachusetts
$165
MSG
109
Main Street Group
Virginia
$164
KHC
110
Koesten Hirschmann & Crabtree
Kansas
$164
WPA
111
Wealth Preservation Advisors
Tennessee
$164
CWM
112
Consultiva Wealth Management
Puerto Rico
$164
MCM
113
MAI Capital Management
Ohio
$153
WANY
114
Wealthspire Advisors (New York)
New York
$153
AssetMark Inc
115
AssetMark Inc
California
$142
CAM
116
Chesapeake Asset Management
New York
$131
HWM
117
HighMark Wealth Management
Minnesota
$120
GWSG
118
GPS Wealth Strategies Group
Colorado
$120
CPG
119
Cornerstone Planning Group
New Jersey
$115
BTI
120
Blue Trust Inc
Georgia
$110
EWA
121
EverSource Wealth Advisors
Alabama
$109
CAM
122
Creekmur Asset Management
Illinois
$109
NS
123
NBC Securities
Alabama
$109
AG
124
AmeriFlex Group
Nevada
$109
FDCP
125
Foster Dykema Cabot & Partners
Massachusetts
$98