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ChargePoint
CHPT

Overview Fund Activity

239 hedge funds and large institutions have $77M invested in ChargePoint in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 37 increasing their positions, 82 reducing their positions, and 80 closing their positions.

Holders
239
Holders Change
-45
Holders Change %
-15.85%
% of All Funds
3.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
37
Reduced
82
Closed
80
Calls
$68.5M
Puts
$2.61M
Net Calls
+$65.9M
Net Calls Change
+$58.8M

Top Buyers

1
SC
1
SummitTX Capital
Texas
$12.3M
2
Millennium Management
2
Millennium Management
New York
$4.28M
3
SAM
3
Soviero Asset Management
New York
$633K
4
Citadel Advisors
4
Citadel Advisors
Florida
$544K
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$518K

Top Sellers

1
BlackRock
1
BlackRock
New York
$6.76M
2
State Street
2
State Street
Massachusetts
$1.32M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$0
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$3.46M
5
Northern Trust
5
Northern Trust
Illinois
$627K
Name Market Value Shares Shares
Change 		Shares
Change %
GSWM
151
Golden State Wealth Management
California
$6.48K 9,220 – –
PS
152
Principal Securities
Iowa
$6.44K 9,150 +3,360 +58%
TJHA
153
Thomas J. Herzfeld Advisors
Florida
$6.26K 445 +445 New
FFA
154
Farther Finance Advisors
California
$5.25K 7,460 +5,611 +303%
CAL
155
Capital Analysts LLC
Pennsylvania
$5K 6,468 -318 -5%
JPMorgan Chase & Co
156
JPMorgan Chase & Co
New York
$3K 4,266 -190,672 -98%
SPIA
157
Steward Partners Investment Advisory
New York
$2.83K 4,020 – –
TCM
158
Tradewinds Capital Management
Washington
$2.82K 4,002 – –
Nisa Investment Advisors
159
Nisa Investment Advisors
Missouri
$2.67K 3,801 -413 -10%
BLC
160
Brown, Lisle/Cummings
Rhode Island
$2.67K 3,800 – –
US Bancorp
161
US Bancorp
Minnesota
$2.29K 3,250 -773 -19%
NEWAS
162
N.E.W. Advisory Services
Wisconsin
$2.17K 3,082 -2,432 -44%
EWA
163
EverSource Wealth Advisors
Alabama
$1.82K 2,587 -2,034 -44%
IA
164
IFP Advisors
Florida
$1.82K 2,585 -923 -26%
GWSA
165
Global Wealth Strategies & Associates
Colorado
$1.41K 2,000 – –
CFFP
166
Center for Financial Planning
Michigan
$1.41K 2,000 +2,000 New
TIM
167
Tortoise Investment Management
New York
$1.41K 2,000 +2,000 New
AAS
168
Ameritas Advisory Services
Nebraska
$1.41K 2,000 +2,000 New
National Bank of Canada
169
National Bank of Canada
Quebec, Canada
$1.37K 1,943 -248,057 -99%
WIM
170
Westside Investment Management
California
$1.24K 1,770 -300 -14%
SWM
171
Spire Wealth Management
Virginia
$1.21K 1,717 +3 +0.2%
AF
172
Allworth Financial
California
$1.16K 1,643 +285 +21%
HFM
173
Hartford Financial Management
Connecticut
$1.06K 1,500 – –
TFGT
174
TS Financial Group (TSFG)
Illinois
$1K 1,000 – –
VWM
175
Vermillion Wealth Management
Minnesota
$914 1,300 – –
5 6
7
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