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HUB Group

277 hedge funds and large institutions have $2.07B invested in HUB Group in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 109 increasing their positions, 97 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.25% more ownership

Funds ownership: 98.77%99.02% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

87% less call options, than puts

Call options by funds: $69K | Put options by funds: $551K

Holders
277
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$69K
Puts
$551K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFI
251
Key Financial Inc
Pennsylvania
$5.77K
PFBT
252
Parkside Financial Bank & Trust
Missouri
$5.1K
T. Rowe Price Investment Management
253
T. Rowe Price Investment Management
Maryland
$4K
MCM
254
MAI Capital Management
Ohio
$4K
Jones Financial Companies
255
Jones Financial Companies
Missouri
$3.78K
CA
256
Clearstead Advisors
Ohio
$3.75K
BFS
257
Bare Financial Services
Pennsylvania
$3.69K
CT
258
Colonial Trust
South Carolina
$2.73K
HNW
259
High Note Wealth
Minnesota
$2.2K
PS
260
Principal Securities
Iowa
$1.62K
FMII
261
Farmers & Merchants Investments Inc
Nebraska
$1.45K
CFO
262
CVA Family Office
Colorado
$1.38K
CT
263
Clearstead Trust
Maine
$1.21K
PWA
264
Physician Wealth Advisors
Utah
$1.17K
MA
265
Montag & Associates
Georgia
$1.12K
JWA
266
JFS Wealth Advisors
Pennsylvania
$965
FFO
267
Fortitude Family Office
Arizona
$758
JWM
268
JPL Wealth Management
Colorado
$689
DPW
269
DiNuzzo Private Wealth
Pennsylvania
$450
TWD
270
True Wealth Design
Ohio
$345
SIC
271
SJS Investment Consulting
Ohio
$276
HIA
272
HFM Investment Advisors
New Jersey
$241
RWM
273
Rialto Wealth Management
New York
$207
BGAI
274
Bruce G. Allen Investments
Colorado
$172
BHWM
275
Bay Harbor Wealth Management
Maryland
$172