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ChargePoint

240 hedge funds and large institutions have $78.8M invested in ChargePoint in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 37 increasing their positions, 81 reducing their positions, and 80 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: 80

54% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 81

Holders
240
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
WS
151
Wedbush Securities
California
$7K
GSWM
152
Golden State Wealth Management
California
$6.48K
PS
153
Principal Securities
Iowa
$6.43K
TJHA
154
Thomas J. Herzfeld Advisors
Florida
$6.26K
FFA
155
Farther Finance Advisors
California
$5.25K
CAL
156
Capital Analysts LLC
Pennsylvania
$5K
JPMorgan Chase & Co
157
JPMorgan Chase & Co
New York
$3K
SPIA
158
Steward Partners Investment Advisory
New York
$2.83K
TCM
159
Tradewinds Capital Management
Washington
$2.81K
Nisa Investment Advisors
160
Nisa Investment Advisors
Missouri
$2.67K
BLC
161
Brown, Lisle/Cummings
Rhode Island
$2.67K
US Bancorp
162
US Bancorp
Minnesota
$2.29K
NEWAS
163
N.E.W. Advisory Services
Wisconsin
$2.17K
EWA
164
EverSource Wealth Advisors
Alabama
$1.82K
IA
165
IFP Advisors
Florida
$1.82K
HPC
166
HM Payson & Co
Maine
$1.41K
GWSA
167
Global Wealth Strategies & Associates
Colorado
$1.41K
AAS
168
Ameritas Advisory Services
Nebraska
$1.41K
CFFP
169
Center for Financial Planning
Michigan
$1.41K
TIM
170
Tortoise Investment Management
New York
$1.41K
National Bank of Canada
171
National Bank of Canada
Quebec, Canada
$1.37K
WIM
172
Westside Investment Management
California
$1.24K
SWM
173
Spire Wealth Management
Virginia
$1.21K
AF
174
Allworth Financial
California
$1.16K
HFM
175
Hartford Financial Management
Connecticut
$1.05K