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ChargePoint

141 hedge funds and large institutions have $44.5M invested in ChargePoint in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 22 increasing their positions, 59 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

63% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 59

80% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 122

Holders
141
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
$90.5M
Puts
$26.4M
Net Calls
Net Calls Change

Top Buyers

1 +$1.27M
2 +$1.08M
3 +$788K
4
First Trust Advisors
First Trust Advisors
Illinois
+$600K
5
Invesco
Invesco
Georgia
+$559K

Top Sellers

1 -$12.3M
2 -$2.98M
3 -$1.09M
4
Goldman Sachs
Goldman Sachs
New York
-$669K
5
SAM
Soviero Asset Management
New York
-$633K
Name Holding Trade Value Shares
Change
Change in
Stake
AW
201
Apricus Wealth
South Carolina
SA
202
Sanctuary Advisors
Indiana
PCA
203
Pallas Capital Advisors
Massachusetts
FAFN
204
First Affirmative Financial Network
Colorado
Mackenzie Financial
205
Mackenzie Financial
Ontario, Canada
MMA
206
Miracle Mile Advisors
California
PA
207
Perennial Advisors
New York
BAM
208
Brave Asset Management
New Jersey
CFO
209
Callan Family Office
Pennsylvania
Wealthfront Advisers
210
Wealthfront Advisers
California
CS
211
Capital Square
Tennessee
CWM
212
Core Wealth Management
Florida
PAG
213
Private Advisor Group
New Jersey
FAIM
214
Financial Advocates Investment Management
Washington
CIBC Asset Management
215
CIBC Asset Management
Ontario, Canada
PI
216
PFG Investments
New York
BCM
217
Brookstone Capital Management
Illinois
OSAM
218
O'Shaughnessy Asset Management
Connecticut
PPW
219
Presilium Private Wealth
Pennsylvania
Janney Montgomery Scott
220
Janney Montgomery Scott
Pennsylvania
Ameriprise
221
Ameriprise
Minnesota
MML Investors Services
222
MML Investors Services
Massachusetts
CCM
223
Canal Capital Management
Virginia
BWA
224
Blodgett Wealth Advisors
California
HighTower Advisors
225
HighTower Advisors
Illinois