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HUB Group

277 hedge funds and large institutions have $2.01B invested in HUB Group in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 103 increasing their positions, 98 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 33

3% more funds holding

Funds holding: 269277 (+8)

2.27% more ownership

Funds ownership: 96.44%98.72% (+2.3%)

5% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 98

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less capital invested

Capital invested by funds: $2.18B → $2.01B (-$179M)

99% less call options, than puts

Call options by funds: $57K | Put options by funds: $7.43M

Holders
277
Holders Change
+8
Holders Change %
+2.97%
% of All Funds
3.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
45
Increased
103
Reduced
98
Closed
33
Calls
$57K
Puts
$7.43M
Net Calls
-$7.37M
Net Calls Change
-$6.59M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
251
Hemington Wealth Management
Virginia
$5K +$134 +4 +3%
PFBT
252
Parkside Financial Bank & Trust
Missouri
$4.95K +$1.04K +31 +26%
EP
253
Essential Partners
California
$4.58K +$4.6K +137 New
BFS
254
Bare Financial Services
Pennsylvania
$4.31K +$3.22K +96 +291%
Bessemer Group
255
Bessemer Group
New Jersey
$4K -$705 -21 -16%
LSA
256
Leonteq Securities AG
Switzerland
$3.74K
Jones Financial Companies
257
Jones Financial Companies
Missouri
$3.71K +$637 +19 +21%
HFS
258
Hantz Financial Services
Michigan
$2K +$1.95K +58 +829%
FHA
259
First Horizon Advisors
Tennessee
$1.74K
PS
260
Principal Securities
Iowa
$1.47K +$1.48K +44 New
FMII
261
Farmers & Merchants Investments Inc
Nebraska
$1.4K
CFO
262
CVA Family Office
Colorado
$1.34K +$1.34K +40 New
CT
263
Clearstead Trust
Maine
$1.17K +$1.17K +35 New
PWA
264
Physician Wealth Advisors
Utah
$1.14K +$1.14K +34 New
MA
265
Montag & Associates
Georgia
$902 -$101 -3 -10%
FFO
266
Fortitude Family Office
Arizona
$735 +$738 +22 New
DPW
267
DiNuzzo Private Wealth
Pennsylvania
$469
JWA
268
JFS Wealth Advisors
Pennsylvania
$435 -$1.17K -35 -73%
TWD
269
True Wealth Design
Ohio
$335 +$101 +3 +43%
LFG
270
Larson Financial Group
Missouri
$301 +$201 +6 +200%
NC
271
NewSquare Capital
Pennsylvania
$301 +$302 +9 New
BGAI
272
Bruce G. Allen Investments
Colorado
$167 +$168 +5 New
SIC
273
SJS Investment Consulting
Ohio
$134 -$268 -8 -67%
HIA
274
HFM Investment Advisors
New Jersey
$134 +$67 +2 +100%
RWM
275
Rialto Wealth Management
New York
$101 +$101 +3 New

HUBG Hedge Fund Activity: Q2 2025 in Review

277 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in HUB Group (HUBG) for Q2 2025, worth a combined $2.01B — down 8.2% from $2.18B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new HUBG positions and 33 closed out — a net gain of 12 holders — while 103 added to existing stakes and 98 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $23.1M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $34.8M sold.

  • 277 institutional investors held HUB Group (HUBG) as of Q2 2025, up from 269 in Q1 2025.
  • Funds reported $2.01B of HUB Group stock for Q2 2025, down 8.2% quarter-over-quarter.
  • 45 funds opened new HUB Group positions in Q2 2025 and 33 closed out, a net change of +12 holders.
  • The largest HUB Group buyer in Q2 2025 was DePrince Race & Zollo Inc (DRZ), an estimated $23.1M added.
  • The largest HUB Group seller in Q2 2025 was T. Rowe Price Investment Management, an estimated $34.8M sold.

Based on aggregated 13F filings for Q2 2025.