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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
AWA
151
Arkadios Wealth Advisors
Georgia
$7.4K
KPWS
152
Kestra Private Wealth Services
Texas
$7.04K
WS
153
Wedbush Securities
California
$7K
GSWM
154
Golden State Wealth Management
California
$6.48K
PS
155
Principal Securities
Iowa
$6.43K
TJHA
156
Thomas J. Herzfeld Advisors
Florida
$6.26K
FFA
157
Farther Finance Advisors
California
$5.25K
CAL
158
Capital Analysts LLC
Pennsylvania
$5K
JP Morgan Chase
159
JP Morgan Chase
New York
$3K
SPIA
160
Steward Partners Investment Advisory
New York
$2.83K
TCM
161
Tradewinds Capital Management
Washington
$2.81K
Nisa Investment Advisors
162
Nisa Investment Advisors
Missouri
$2.67K
BLC
163
Brown, Lisle/Cummings
Rhode Island
$2.67K
US Bancorp
164
US Bancorp
Minnesota
$2.29K
NEWAS
165
N.E.W. Advisory Services
Wisconsin
$2.17K
EWA
166
EverSource Wealth Advisors
Alabama
$1.82K
IA
167
IFP Advisors
Florida
$1.82K
HPC
168
HM Payson & Co
Maine
$1.41K
GWSA
169
Global Wealth Strategies & Associates
Colorado
$1.41K
CFFP
170
Center for Financial Planning
Michigan
$1.41K
AAS
171
Ameritas Advisory Services
Nebraska
$1.41K
TIM
172
Tortoise Investment Management
New York
$1.41K
National Bank of Canada
173
National Bank of Canada
Quebec, Canada
$1.37K
WIM
174
Westside Investment Management
California
$1.24K
SWM
175
Spire Wealth Management
Virginia
$1.21K