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HUB Group

275 hedge funds and large institutions have $2.01B invested in HUB Group in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 103 increasing their positions, 99 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

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 (-$175M)

99% less call options, than puts

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

Holders
275
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
$57K
Puts
$7.43M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
251
Hemington Wealth Management
Virginia
$5K
PFBT
252
Parkside Financial Bank & Trust
Missouri
$4.95K
BFS
253
Bare Financial Services
Pennsylvania
$4.31K
Bessemer Group
254
Bessemer Group
New Jersey
$4K
Jones Financial Companies
255
Jones Financial Companies
Missouri
$3.71K
HFS
256
Hantz Financial Services
Michigan
$2K
FHA
257
First Horizon Advisors
Tennessee
$1.74K
PS
258
Principal Securities
Iowa
$1.47K
FMII
259
Farmers & Merchants Investments Inc
Nebraska
$1.4K
CFO
260
CVA Family Office
Colorado
$1.34K
CT
261
Clearstead Trust
Maine
$1.17K
PWA
262
Physician Wealth Advisors
Utah
$1.14K
MA
263
Montag & Associates
Georgia
$902
FFO
264
Fortitude Family Office
Arizona
$735
DPW
265
DiNuzzo Private Wealth
Pennsylvania
$469
JWA
266
JFS Wealth Advisors
Pennsylvania
$435
TWD
267
True Wealth Design
Ohio
$335
LFG
268
Larson Financial Group
Missouri
$301
NC
269
NewSquare Capital
Pennsylvania
$301
BGAI
270
Bruce G. Allen Investments
Colorado
$167
SIC
271
SJS Investment Consulting
Ohio
$134
HIA
272
HFM Investment Advisors
New Jersey
$134
RWM
273
Rialto Wealth Management
New York
$101
PWM
274
Parkworth Wealth Management
California
$67
BHWM
275
Bay Harbor Wealth Management
Maryland
$66