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ChargePoint

140 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 120 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: 120

Holders
140
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
PCA
201
Pallas Capital Advisors
Massachusetts
FAFN
202
First Affirmative Financial Network
Colorado
Mackenzie Financial
203
Mackenzie Financial
Ontario, Canada
MMA
204
Miracle Mile Advisors
California
PA
205
Perennial Advisors
New York
BAM
206
Brave Asset Management
New Jersey
CFO
207
Callan Family Office
Pennsylvania
Wealthfront Advisers
208
Wealthfront Advisers
California
CS
209
Capital Square
Tennessee
CWM
210
Core Wealth Management
Florida
PAG
211
Private Advisor Group
New Jersey
FAIM
212
Financial Advocates Investment Management
Washington
CIBC Asset Management
213
CIBC Asset Management
Ontario, Canada
PI
214
PFG Investments
New York
BCM
215
Brookstone Capital Management
Illinois
OSAM
216
O'Shaughnessy Asset Management
Connecticut
PPW
217
Presilium Private Wealth
Pennsylvania
Janney Montgomery Scott
218
Janney Montgomery Scott
Pennsylvania
Ameriprise
219
Ameriprise
Minnesota
MML Investors Services
220
MML Investors Services
Massachusetts
BWA
221
Blodgett Wealth Advisors
California
HighTower Advisors
222
HighTower Advisors
Illinois
TI
223
Tidal Investments
Wisconsin
CPA
224
Capital Performance Advisors
California
HA
225
Herold Advisors
New York