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ChargePoint

242 hedge funds and large institutions have $79M invested in ChargePoint in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 40 increasing their positions, 80 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

49% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 81

50% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 80

Holders
242
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
$69.2M
Puts
$3.21M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
126
MML Investors Services
Massachusetts
$11K
Janney Montgomery Scott
127
Janney Montgomery Scott
Pennsylvania
$11K
Ameriprise
128
Ameriprise
Minnesota
$10.7K
SIS
129
Strategic Investment Solutions
Illinois
$10.6K
CCM
130
Canal Capital Management
Virginia
$10.6K
BWA
131
Blodgett Wealth Advisors
California
$10.1K
HighTower Advisors
132
HighTower Advisors
Illinois
$9.64K
TI
133
Tidal Investments
Wisconsin
$9.5K
CPA
134
Capital Performance Advisors
California
$9.27K
HA
135
Herold Advisors
New York
$9.14K
WWM
136
Western Wealth Management
Colorado
$8.71K
TWC
137
TD Waterhouse Canada
Ontario, Canada
$8.66K
VA
138
VestGen Advisors
Illinois
$8.66K
QC
139
Quent Capital
New York
$8.4K
OIA
140
OneDigital Investment Advisors
Kansas
$8.23K
BBVA
141
Banco Bilbao Vizcaya Argentaria
Spain
$8.2K
GSC
142
Ground Swell Capital
South Carolina
$8.07K
TWM
143
Tradition Wealth Management
Minnesota
$7.97K
CFG
144
Cooper Financial Group
California
$7.7K
Universal-Beteiligungs- und Servicegesellschaft
145
Universal-Beteiligungs- und Servicegesellschaft
Germany
$7.6K
BWM
146
Birchcreek Wealth Management
Ohio
$7.6K
MG
147
Marex Group
$7.49K
JWM
148
Jeppson Wealth Management
California
$7.47K
PAG
149
Poinciana Advisors Group
Florida
$7.41K
FDCDDQ
150
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.4K