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HubSpot

745 hedge funds and large institutions have $18.9B invested in HubSpot in 2025 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 255 increasing their positions, 271 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $362M | Put options by funds: $267M

1.38% more ownership

Funds ownership: 88.52%89.9% (+1.4%)

5% less first-time investments, than exits

New positions opened: 128 | Existing positions closed: 135

6% less repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 271

3% less funds holding

Funds holding: 770745 (-25)

13% less capital invested

Capital invested by funds: $21.8B → $18.9B (-$2.9B)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
745
Holders Change
-25
Holders Change %
-3.25%
% of All Funds
9.07%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.06%
New
128
Increased
255
Reduced
271
Closed
135
Calls
$362M
Puts
$267M
Net Calls
+$94.8M
Net Calls Change
+$50.4M
Name Holding Trade Value Shares
Change
Change in
Stake
OHIS
326
Oak Harvest Investment Services
Texas
$1.2M +$1.24M +3,000 New
OSAM
327
O'Shaughnessy Asset Management
Connecticut
$1.2M -$379K -916 -23%
1W
328
1776 Wealth
Georgia
$1.19M +$77K +186 +7%
DT
329
Diversified Trust
Tennessee
$1.18M +$1.01M +2,431 +488%
LTAS
330
Linden Thomas Advisory Services
North Carolina
$1.18M +$41.8K +101 +4%
ECM
331
Everence Capital Management
Indiana
$1.16M +$972K +2,346 +425%
FAM
332
Fred Alger Management
New York
$1.15M -$2.43M -5,857 -67%
JFG
333
Jefferies Financial Group
New York
$1.14M -$3.97M -9,590 -77%
Pathstone Holdings
334
Pathstone Holdings
New Jersey
$1.14M -$108K -261 -8%
QCM
335
Qsemble Capital Management
New York
$1.13M -$247K -597 -18%
Wealthfront Advisers
336
Wealthfront Advisers
California
$1.12M -$302K -729 -21%
AIMCA
337
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.12M +$1.16M +2,800 New
EP
338
Essential Partners
California
$1.12M +$1.06M +2,553 +1,105%
CCIA
339
Campbell & Co Investment Adviser
Maryland
$1.11M +$1.15M +2,770 New
CCM
340
Coldstream Capital Management
Washington
$1.11M +$180K +435 +19%
M&T Bank
341
M&T Bank
New York
$1.09M +$185K +446 +20%
PCM
342
Polymer Capital Management
New York
$1.07M +$541K +1,305 +95%
TFCP
343
Twin Focus Capital Partners
Massachusetts
$1.07M
MFG
344
Merit Financial Group
Georgia
$1.06M +$183K +441 +20%
EPW
345
Evolve Private Wealth
California
$1.06M +$1.09M +2,630 New
Rockefeller Capital Management
346
Rockefeller Capital Management
New York
$1.05M -$24.8M -59,961 -96%
Loomis, Sayles & Company
347
Loomis, Sayles & Company
Massachusetts
$1.05M
PIM
348
Plato Investment Management
Australia
$1.04M -$50.1K -121 -4%
CAM
349
Cresset Asset Management
Illinois
$1.04M -$45.2K -109 -4%
BBA
350
Baader Bank Aktiengesellschaft
Germany
$1.02M -$419K -1,011 -28%