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ChargePoint

281 hedge funds and large institutions have $92.7M invested in ChargePoint in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 65 increasing their positions, 74 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
-6
Holders Change %
-2.09%
% of All Funds
3.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
51
Increased
65
Reduced
74
Closed
50
Calls
$12.7M
Puts
$5.58M
Net Calls
+$7.14M
Net Calls Change
-$9.73M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
201
Atticus Wealth Management
Florida
$1.67K
GWM
202
Geneos Wealth Management
Colorado
$1.65K +$843 +69 +105%
HI
203
Harbour Investments
Wisconsin
$1.33K
BCWM
204
Bartlett & Co Wealth Management
Ohio
$1.27K +$1.19K +98 +1,400%
WIM
205
Westside Investment Management
California
$1.25K
HPC
206
HM Payson & Co
Maine
$1.21K
GWSA
207
Global Wealth Strategies & Associates
Colorado
$1.21K
FFA
208
Farther Finance Advisors
California
$1.12K +$595 +49 +114%
SWM
209
Spire Wealth Management
Virginia
$1.04K -$12 -1 -1%
RIL
210
Rothschild Investment LLC
Illinois
$1.04K -$24 -2 -2%
HNB
211
Huntington National Bank
Ohio
$1.01K -$60 -5 -6%
TFGT
212
TS Financial Group (TSFG)
Illinois
$1K
Mitsubishi UFJ Asset Management
213
Mitsubishi UFJ Asset Management
Japan
$922
HFM
214
Hartford Financial Management
Connecticut
$908
AF
215
Allworth Financial
California
$894 +$13 +1 +1%
VWM
216
Vermillion Wealth Management
Minnesota
$787
PMFA
217
Plante Moran Financial Advisors
Michigan
$691
MCM
218
MAI Capital Management
Ohio
$636 -$60 -5 -9%
SIC
219
Salem Investment Counselors
North Carolina
$636
FFWM
220
Future Financial Wealth Management
Ohio
$605
Fifth Third Bancorp
221
Fifth Third Bancorp
Ohio
$605 +$605 +50 New
LWCFA
222
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$555
SSB
223
Sandy Spring Bank
Maryland
$531 -$60 -5 -10%
RCA
224
Runnymede Capital Advisors
Ohio
$522
CCM
225
Coldstream Capital Management
Washington
$497 +$497 +41 New