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ChargePoint

237 hedge funds and large institutions have $78.7M invested in ChargePoint in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 37 increasing their positions, 81 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
-44
Holders Change %
-15.66%
% of All Funds
3.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
37
Reduced
81
Closed
80
Calls
$69.2M
Puts
$3.21M
Net Calls
+$66M
Net Calls Change
+$58.9M
Name Holding Trade Value Shares
Change
Shares
Change %
Ameriprise
126
Ameriprise
Minnesota
$10.7K -$23.6K -1,679 -69%
SIS
127
Strategic Investment Solutions
Illinois
$10.6K +$3.52K +250 +50%
BWA
128
Blodgett Wealth Advisors
California
$10.1K
HighTower Advisors
129
HighTower Advisors
Illinois
$9.64K +$9.64K +685 New
TI
130
Tidal Investments
Wisconsin
$9.5K
CPA
131
Capital Performance Advisors
California
$9.27K -$10.8K -771 -54%
HA
132
Herold Advisors
New York
$9.14K
WWM
133
Western Wealth Management
Colorado
$8.71K -$141 -10 -2%
TWC
134
TD Waterhouse Canada
Ontario, Canada
$8.66K
VA
135
VestGen Advisors
Illinois
$8.66K
QC
136
Quent Capital
New York
$8.4K +$8.19K +582 +3,880%
OIA
137
OneDigital Investment Advisors
Kansas
$8.23K
BBVA
138
Banco Bilbao Vizcaya Argentaria
Spain
$8.2K +$502 +38 +7%
GSC
139
Ground Swell Capital
South Carolina
$8.07K +$8.07K +573 New
TWM
140
Tradition Wealth Management
Minnesota
$7.97K
CFG
141
Cooper Financial Group
California
$7.7K
Universal-Beteiligungs- und Servicegesellschaft
142
Universal-Beteiligungs- und Servicegesellschaft
Germany
$7.6K -$124K -8,835 -94%
BWM
143
Birchcreek Wealth Management
Ohio
$7.6K +$7.6K +540 New
MG
144
Marex Group
$7.49K +$7.49K +533 New
JWM
145
Jeppson Wealth Management
California
$7.47K +$7.47K +531 New
PAG
146
Poinciana Advisors Group
Florida
$7.41K -$10.8K -767 -59%
FDCDDQ
147
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.4K
AWA
148
Arkadios Wealth Advisors
Georgia
$7.4K -$1.83K -130 -20%
KPWS
149
Kestra Private Wealth Services
Texas
$7.04K +$7.04K +501 New
WS
150
Wedbush Securities
California
$7K -$272 -20 -4%