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HUB Group

283 hedge funds and large institutions have $2.07B invested in HUB Group in 2025 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 111 increasing their positions, 98 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 30

13% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 98

2% more funds holding

Funds holding: 277283 (+6)

3% more capital invested

Capital invested by funds: $2.01B → $2.07B (+$63.2M)

0.32% more ownership

Funds ownership: 98.72%99.03% (+0.32%)

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
283
Holders Change
+6
Holders Change %
+2.17%
% of All Funds
3.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
39
Increased
111
Reduced
98
Closed
30
Calls
$69K
Puts
$551K
Net Calls
-$482K
Net Calls Change
+$6.89M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
251
Hemington Wealth Management
Virginia
$6K +$1.39K +39 +26%
HFS
252
Hantz Financial Services
Michigan
$6K +$3.46K +97 +149%
PWMG
253
Private Wealth Management Group
New Jersey
$5.79K -$571 -16 -9%
KFI
254
Key Financial Inc
Pennsylvania
$5.77K
PFBT
255
Parkside Financial Bank & Trust
Missouri
$5.1K
EP
256
Essential Partners
California
$4.72K
LSA
257
Leonteq Securities AG
Switzerland
$4.37K +$535 +15 +13%
T. Rowe Price Investment Management
258
T. Rowe Price Investment Management
Maryland
$4K +$3.18K +89 New
MCM
259
MAI Capital Management
Ohio
$4K -$1.39K -39 -25%
Jones Financial Companies
260
Jones Financial Companies
Missouri
$3.78K
CA
261
Clearstead Advisors
Ohio
$3.75K +$3.89K +109 New
BFS
262
Bare Financial Services
Pennsylvania
$3.69K -$785 -22 -17%
CT
263
Colonial Trust
South Carolina
$2.73K +$2.82K +79 New
HNW
264
High Note Wealth
Minnesota
$2.2K +$2.29K +64 New
PS
265
Principal Securities
Iowa
$1.62K +$107 +3 +7%
FMII
266
Farmers & Merchants Investments Inc
Nebraska
$1.45K
CFO
267
CVA Family Office
Colorado
$1.38K
CT
268
Clearstead Trust
Maine
$1.21K
PWA
269
Physician Wealth Advisors
Utah
$1.17K
MA
270
Montag & Associates
Georgia
$1.12K +$178 +5 +19%
JWA
271
JFS Wealth Advisors
Pennsylvania
$965 +$535 +15 +115%
FFO
272
Fortitude Family Office
Arizona
$758
JWM
273
JPL Wealth Management
Colorado
$689 +$714 +20 New
IA
274
IFP Advisors
Florida
$482 +$500 +14 New
DPW
275
DiNuzzo Private Wealth
Pennsylvania
$450 -$71 -2 -14%

HUBG Hedge Fund Activity: Q3 2025 in Review

283 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in HUB Group (HUBG) for Q3 2025, worth a combined $2.07B — up 3.2% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new HUBG positions and 30 closed out — a net gain of 9 holders — while 111 added to existing stakes and 98 trimmed.

The largest buyer was Millennium Management, adding an estimated $23.6M. The largest seller was First Trust Advisors, cutting an estimated $52.1M.

  • 283 institutional investors held HUB Group (HUBG) as of Q3 2025, up from 277 in Q2 2025.
  • Funds reported $2.07B of HUB Group stock for Q3 2025, up 3.2% quarter-over-quarter.
  • 39 funds opened new HUB Group positions in Q3 2025 and 30 closed out, a net change of +9 holders.
  • The largest HUB Group buyer in Q3 2025 was Millennium Management, an estimated $23.6M added.
  • The largest HUB Group seller in Q3 2025 was First Trust Advisors, an estimated $52.1M sold.

Based on aggregated 13F filings for Q3 2025.