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ChargePoint

147 hedge funds and large institutions have $21.2M invested in ChargePoint in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 26 increasing their positions, 30 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

2% more funds holding

Funds holding: 144147 (+3)

2.99% less ownership

Funds ownership: 21.43%18.44% (-3%)

13% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 30

16% less call options, than puts

Call options by funds: $4.52M | Put options by funds: $5.37M

37% less capital invested

Capital invested by funds: $33.8M → $21.2M (-$12.6M)

Holders
147
Holders Change
+3
Holders Change %
+2.08%
% of All Funds
1.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
26
Reduced
30
Closed
15
Calls
$4.52M
Puts
$5.37M
Net Calls
-$843K
Net Calls Change
-$39.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
101
Larson Financial Group
Missouri
$141 +$12 +2 +7%
RF
102
Robinswood Financial
Washington
$140
AF
103
Advisornet Financial
Minnesota
$122
CA
104
Clearstead Advisors
Ohio
$122
SIC
105
Salem Investment Counselors
North Carolina
$112 +$140 +23 New
BLC
106
Brown, Lisle/Cummings
Rhode Island
$97
NFSG
107
Newbridge Financial Services Group
Florida
$83
WAG
108
Wilkerson Advisory Group
Missouri
$83
CWM
109
Consultiva Wealth Management
Puerto Rico
$73
WPA
110
Wealth Preservation Advisors
Tennessee
$73
MSG
111
Main Street Group
Virginia
$73 +$91 +15 New
SIS
112
Sound Income Strategies
Florida
$72
CPG
113
Cornerstone Planning Group
New Jersey
$70
NWS
114
Nvest Wealth Strategies
Ohio
$64
VWA
115
VSM Wealth Advisory
Maryland
$58 -$73 -12 -50%
CAM
116
Chesapeake Asset Management
New York
$58
SWP
117
Strategic Wealth Partners
Ohio
$58
HWM
118
HighMark Wealth Management
Minnesota
$53
EWA
119
EverSource Wealth Advisors
Alabama
$49
PWPS
120
Pinnacle Wealth Planning Services
Ohio
$49
AAP
121
Arax Advisory Partners
Colorado
$49 +$6 +1 +11%
NS
122
NBC Securities
Alabama
$48
SWM
123
SHP Wealth Management
Massachusetts
$48
FDCP
124
Foster Dykema Cabot & Partners
Massachusetts
$44
JP Morgan Chase
125
JP Morgan Chase
New York
$41