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HubSpot
HUBS

Overview Fund Activity

774 hedge funds and large institutions have $26.4B invested in HubSpot in 2025 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 308 increasing their positions, 271 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
-19
Holders Change %
-2.4%
% of All Funds
10.38%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
94
Increased
308
Reduced
271
Closed
101
Calls
$374M
Puts
$242M
Net Calls
+$132M
Net Calls Change
+$24.1M

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$442M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$542M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.02B
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$168M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$241M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.29B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$2.3B
3
Invesco
3
Invesco
Georgia
$170M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$117M
5
AM
5
AGF Management
Ontario, Canada
$503K
Name Holding Trade Value Shares
Change 		Shares
Change %
IIM
401
INTECH Investment Management
Florida
$824K +$119K +214 +17%
RI
402
Ridgewood Investments
New Jersey
$822K – – –
IAA
403
Independent Advisor Alliance
North Carolina
$804K -$141K -253 -15%
CB
404
Commerce Bank
Missouri
$804K -$2.26M -4,062 -74%
NW
405
NewEdge Wealth
Pennsylvania
$799K +$109K +236 +16%
RL
406
Retireful LLC
Michigan
$759K -$223K -400 -23%
KRSITF
407
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$750K -$52.3K -94 -7%
IQI
408
Integrated Quantitative Investments
Washington
$750K +$750K +1,347 New
PL
409
Perpetual Ltd
Australia
$749K +$125K +224 +20%
Cambridge Investment Research Advisors
410
Cambridge Investment Research Advisors
Iowa
$742K +$28.9K +52 +4%
MHC
411
May Hill Capital
Massachusetts
$735K -$74.6K -134 -9%
Marshall Wace
412
Marshall Wace
United Kingdom
$733K -$67.7M -121,614 -99%
PAS
413
Park Avenue Securities
New York
$729K +$729K +1,310 New
AWM
414
Aviso Wealth Management
Washington
$727K -$25.6K -46 -3%
MGP
415
Metis Global Partners
California
$721K -$67.9K -122 -9%
MGIA
416
Moneta Group Investment Advisors
Missouri
$720K +$720K +1,293 New
MFG
417
Merit Financial Group
Georgia
$711K -$662K -1,189 -48%
RFP
418
Root Financial Partners
California
$708K -$741K -1,332 -51%
PCA
419
Pallas Capital Advisors
Massachusetts
$702K -$183K -329 -21%
IWC
420
Integrated Wealth Concepts
Massachusetts
$701K -$224K -403 -24%
PAG
421
Private Advisor Group
New Jersey
$696K -$241K -433 -26%
AAS
422
Avantax Advisory Services
Texas
$695K +$193K +346 +38%
SPA
423
Sherbrooke Park Advisers
New York
$695K +$242K +435 +54%
MWM
424
Moran Wealth Management
Florida
$693K +$25K +45 +4%
WF
425
WinCap Financial
Massachusetts
$690K – – –
15 16
17
18 19