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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

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

12% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 74

49% less capital invested

Capital invested by funds: $180M → $92.7M (-$87.4M)

Holders
281
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
$12.7M
Puts
$5.58M
Net Calls
Net Calls Change

Top Buyers

1 +$1.86M
2 +$1.53M
3 +$1.23M
4
Goldman Sachs
Goldman Sachs
New York
+$876K
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$875K

Top Sellers

1 -$4.92M
2 -$3.19M
3 -$2.65M
4
Invesco
Invesco
Georgia
-$1.77M
5
Morgan Stanley
Morgan Stanley
New York
-$1.74M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
Atticus Wealth Management
Florida
$1.67K
GWM
202
Geneos Wealth Management
Colorado
$1.65K
HI
203
Harbour Investments
Wisconsin
$1.33K
BCWM
204
Bartlett & Co Wealth Management
Ohio
$1.27K
WIM
205
Westside Investment Management
California
$1.25K
GWSA
206
Global Wealth Strategies & Associates
Colorado
$1.21K
HPC
207
HM Payson & Co
Maine
$1.21K
FFA
208
Farther Finance Advisors
California
$1.12K
SWM
209
Spire Wealth Management
Virginia
$1.04K
RIL
210
Rothschild Investment LLC
Illinois
$1.03K
HNB
211
Huntington National Bank
Ohio
$1.01K
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
VWM
216
Vermillion Wealth Management
Minnesota
$787
PMFA
217
Plante Moran Financial Advisors
Michigan
$691
MCM
218
MAI Capital Management
Ohio
$636
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
LWCFA
222
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$555
SSB
223
Sandy Spring Bank
Maryland
$531
RCA
224
Runnymede Capital Advisors
Ohio
$522
CCM
225
Coldstream Capital Management
Washington
$497