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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
LSA
251
Leonteq Securities AG
Switzerland
$5.41K
Jones Financial Companies
252
Jones Financial Companies
Missouri
$4.64K
CT
253
Colonial Trust
South Carolina
$3.41K
SAG
254
SageView Advisory Group
California
$2.98K +$2.66K +70 New
BBHC
255
Brown Brothers Harriman & Co
New York
$2.9K +$2.58K +68 New
JWA
256
JFS Wealth Advisors
Pennsylvania
$2.09K +$798 +21 +75%
T. Rowe Price Investment Management
257
T. Rowe Price Investment Management
Maryland
$2K -$2.28K -60 -67%
KG
258
Kilter Group
New York
$1.83K +$1.64K +43 New
CFO
259
CVA Family Office
Colorado
$1.7K
FMII
260
Farmers & Merchants Investments Inc
Nebraska
$1.62K -$152 -4 -10%
EW
261
Elyxium Wealth
California
$1.49K +$1.33K +35 New
PWA
262
Physician Wealth Advisors
Utah
$1.45K
BWA
263
Basecamp Wealth Advisors
Washington
$1.36K +$1.22K +32 New
KFAS
264
Keating Financial Advisory Services
Kansas
$1.36K +$1.22K +32 New
ACM
265
Aster Capital Management
United Arab Emirates
$1.28K +$1.14K +30 New
OC
266
Optima Capital
Oregon
$1.28K +$1.14K +30 New
VWWMG
267
Vermillion & White Wealth Management Group
Pennsylvania
$1.28K +$1.14K +30 New
MCM
268
Manchester Capital Management
Vermont
$1.19K +$1.06K +28 New
MA
269
Montag & Associates
Georgia
$1.15K -$190 -5 -16%
FFO
270
Fortitude Family Office
Arizona
$937
IA
271
IFP Advisors
Florida
$597
DPW
272
DiNuzzo Private Wealth
Pennsylvania
$512
AW
273
Ankerstar Wealth
Texas
$469 +$418 +11 New
GRP
274
Global Retirement Partners
California
$426 +$380 +10 New
TWD
275
True Wealth Design
Ohio
$384 -$38 -1 -10%