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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
AF
176
Allworth Financial
California
$1.16K
HFM
177
Hartford Financial Management
Connecticut
$1.05K
TFGT
178
TS Financial Group (TSFG)
Illinois
$1K
VWM
179
Vermillion Wealth Management
Minnesota
$914
GWM
180
Geneos Wealth Management
Colorado
$904
PMFA
181
Plante Moran Financial Advisors
Michigan
$803
Fifth Third Bancorp
182
Fifth Third Bancorp
Ohio
$703
FFWM
183
Future Financial Wealth Management
Ohio
$703
LWCFA
184
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$637
MCM
185
MAI Capital Management
Ohio
$633
AUB
186
Atlantic Union Bankshares
Virginia
$616
N
187
Natixis
France
$561
HI
188
Harbour Investments
Wisconsin
$559
BL
189
BFSG LLC
California
$493
OLVIG
190
Oliver Lagore Vanvalin Investment Group
Michigan
$469
Group One Trading
191
Group One Trading
Illinois
$456
CA
192
CoreCap Advisors
Michigan
$441
EAM
193
Eukles Asset Management
Ohio
$411
LFG
194
Larson Financial Group
Missouri
$402
CFD
195
Creative Financial Designs
Indiana
$376
AF
196
Advisornet Financial
Minnesota
$364
CA
197
Clearstead Advisors
Ohio
$352
VWA
198
VSM Wealth Advisory
Maryland
$352
YAL
199
Your Advocates Ltd
Texas
$350
SIC
200
Salem Investment Counselors
North Carolina
$335