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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 %
GSWM
151
Golden State Wealth Management
California
$6.48K
PS
152
Principal Securities
Iowa
$6.44K +$2.36K +168 +58%
TJHA
153
Thomas J. Herzfeld Advisors
Florida
$6.26K +$6.26K +22 New
FFA
154
Farther Finance Advisors
California
$5.25K +$3.95K +281 +305%
CAL
155
Capital Analysts LLC
Pennsylvania
$5K -$248 -16 -5%
JPMorgan Chase & Co
156
JPMorgan Chase & Co
New York
$3K -$134K -9,534 -98%
SPIA
157
Steward Partners Investment Advisory
New York
$2.83K
TCM
158
Tradewinds Capital Management
Washington
$2.82K
Nisa Investment Advisors
159
Nisa Investment Advisors
Missouri
$2.67K -$295 -21 -10%
BLC
160
Brown, Lisle/Cummings
Rhode Island
$2.67K
US Bancorp
161
US Bancorp
Minnesota
$2.29K -$533 -38 -19%
NEWAS
162
N.E.W. Advisory Services
Wisconsin
$2.17K -$1.72K -122 -44%
EWA
163
EverSource Wealth Advisors
Alabama
$1.82K -$1.44K -102 -44%
IA
164
IFP Advisors
Florida
$1.82K -$648 -46 -26%
GWSA
165
Global Wealth Strategies & Associates
Colorado
$1.41K
CFFP
166
Center for Financial Planning
Michigan
$1.41K +$1.41K +100 New
AAS
167
Ameritas Advisory Services
Nebraska
$1.41K +$1.41K +100 New
TIM
168
Tortoise Investment Management
New York
$1.41K +$1.41K +100 New
National Bank of Canada
169
National Bank of Canada
Quebec, Canada
$1.37K -$175K -12,403 -99%
WIM
170
Westside Investment Management
California
$1.24K -$210 -15 -14%
SWM
171
Spire Wealth Management
Virginia
$1.21K
AF
172
Allworth Financial
California
$1.16K +$197 +14 +21%
HFM
173
Hartford Financial Management
Connecticut
$1.06K
TFGT
174
TS Financial Group (TSFG)
Illinois
$1K
VWM
175
Vermillion Wealth Management
Minnesota
$914