CHPT icon

ChargePoint

240 hedge funds and large institutions have $78.8M invested in ChargePoint in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 37 increasing their positions, 81 reducing their positions, and 80 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: 80

54% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 81

Holders
240
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
MSG
201
Main Street Group
Virginia
$224
SAM
202
Smartleaf Asset Management
Massachusetts
$220
KHC
203
Koesten Hirschmann & Crabtree
Kansas
$219
CSB
204
City State Bank
Iowa
$218
CWM
205
Consultiva Wealth Management
Puerto Rico
$211
WPA
206
Wealth Preservation Advisors
Tennessee
$211
GEA
207
Glen Eagle Advisors
New Jersey
$183
CAM
208
Chesapeake Asset Management
New York
$175
GWSG
209
GPS Wealth Strategies Group
Colorado
$160
HWM
210
HighMark Wealth Management
Minnesota
$158
CAM
211
Creekmur Asset Management
Illinois
$141
PWA
212
Principia Wealth Advisory
Texas
$141
RAM
213
Riggs Asset Management
Pennsylvania
$141
FDCP
214
Foster Dykema Cabot & Partners
Massachusetts
$137
GRP
215
Global Retirement Partners
California
$134
SN
216
Sittner & Nelson
Oregon
$117
CPG
217
Cornerstone Planning Group
New Jersey
$107
AAG
218
Armstrong Advisory Group
Massachusetts
$93
ANBT
219
American National Bank & Trust
Texas
$78
TSMHT
220
Thurston Springer Miller Herd & Titak
Indiana
$77
TF
221
Tompkins Financial
New York
$77
DIP
222
DT Investment Partners
Pennsylvania
$71
BCWM
223
Bartlett & Co Wealth Management
Ohio
$70
BTI
224
Blue Trust Inc
Georgia
$70
HC
225
Hurley Capital
New York
$70