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HUB Group

285 hedge funds and large institutions have $2.62B invested in HUB Group in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 91 increasing their positions, 107 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

27% more capital invested

Capital invested by funds: $2.07B → $2.62B (+$555M)

23% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 44

2.59% more ownership

Funds ownership: 99.03%101.62% (+2.6%)

1% more funds holding

Funds holding: 283285 (+2)

15% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 107

80% less call options, than puts

Call options by funds: $260K | Put options by funds: $1.32M

Holders
285
Holders Change
+2
Holders Change %
+0.71%
% of All Funds
3.47%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
54
Increased
91
Reduced
107
Closed
44
Calls
$260K
Puts
$1.32M
Net Calls
-$1.06M
Net Calls Change
-$582K
Name Holding Trade Value Shares
Change
Change in
Stake
Barrow, Hanley, Mewhinney & Strauss
226
Barrow, Hanley, Mewhinney & Strauss
Texas
$19.6K +$1.79K +47 +11%
HNB
227
Huntington National Bank
Ohio
$18.6K -$2.09K -55 -11%
MPWT
228
MassMutual Private Wealth & Trust
Connecticut
$18.3K +$152 +4 +0.9%
HFS
229
Hantz Financial Services
Michigan
$18K +$10.2K +268 +165%
Fifth Third Bancorp
230
Fifth Third Bancorp
Ohio
$16.7K +$950 +25 +7%
HCA
231
Harbor Capital Advisors
Illinois
$16K -$228 -6 -2%
MTC
232
Matrix Trust Company
Colorado
$16K -$228 -6 -2%
EWA
233
EverSource Wealth Advisors
Alabama
$15.5K -$5.13K -135 -27%
UB
234
UMB Bank
Missouri
$15.4K +$1.29K +34 +10%
LFG
235
Larson Financial Group
Missouri
$13.9K +$12.4K +327 New
Mitsubishi UFJ Asset Management
236
Mitsubishi UFJ Asset Management
Japan
$11.5K
AF
237
Allworth Financial
California
$10.8K +$608 +16 +7%
W
238
WealthCollab
Washington
$10.7K
Los Angeles Capital Management
239
Los Angeles Capital Management
California
$10.1K +$10.9K +286 New
S
240
SignatureFD
Georgia
$9.93K +$2.17K +57 +32%
BFS
241
Bare Financial Services
Pennsylvania
$9.84K +$4.71K +124 +116%
FFA
242
Farther Finance Advisors
California
$9.33K -$14K -367 -63%
RFP
243
Root Financial Partners
California
$9.33K +$1.03K +27 +14%
KFI
244
Key Financial Inc
Pennsylvania
$7.33K
SIS
245
Sound Income Strategies
Florida
$6.86K +$5.55K +146 New
PFBT
246
Parkside Financial Bank & Trust
Missouri
$6.31K
PWMG
247
Private Wealth Management Group
New Jersey
$6.14K -$912 -24 -14%
RIL
248
Rothschild Investment LLC
Illinois
$6.01K -$2.55K -67 -32%
EP
249
Essential Partners
California
$5.84K
WIM
250
Westside Investment Management
California
$5.45K -$14.5K -381 -75%