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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
SIS
201
Sound Income Strategies
Florida
$295
HNB
202
Huntington National Bank
Ohio
$281
MSG
203
Main Street Group
Virginia
$224
SAM
204
Smartleaf Asset Management
Massachusetts
$220
KHC
205
Koesten Hirschmann & Crabtree
Kansas
$219
CSB
206
City State Bank
Iowa
$218
CWM
207
Consultiva Wealth Management
Puerto Rico
$211
WPA
208
Wealth Preservation Advisors
Tennessee
$211
GEA
209
Glen Eagle Advisors
New Jersey
$183
CAM
210
Chesapeake Asset Management
New York
$175
GWSG
211
GPS Wealth Strategies Group
Colorado
$160
HWM
212
HighMark Wealth Management
Minnesota
$158
PWA
213
Principia Wealth Advisory
Texas
$141
RAM
214
Riggs Asset Management
Pennsylvania
$141
CAM
215
Creekmur Asset Management
Illinois
$141
FDCP
216
Foster Dykema Cabot & Partners
Massachusetts
$137
GRP
217
Global Retirement Partners
California
$134
SN
218
Sittner & Nelson
Oregon
$117
CPG
219
Cornerstone Planning Group
New Jersey
$107
AAG
220
Armstrong Advisory Group
Massachusetts
$93
ANBT
221
American National Bank & Trust
Texas
$78
TF
222
Tompkins Financial
New York
$77
TSMHT
223
Thurston Springer Miller Herd & Titak
Indiana
$77
DIP
224
DT Investment Partners
Pennsylvania
$71
BCWM
225
Bartlett & Co Wealth Management
Ohio
$70