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HubSpot

778 hedge funds and large institutions have $26.4B invested in HubSpot in 2025 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 309 increasing their positions, 273 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

5% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 100

1.32% less ownership

Funds ownership: 91.32%90.01% (-1.3%)

2% less funds holding

Funds holding: 793778 (-15)

Holders
778
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$374M
Puts
$242M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
401
Venturi Wealth Management
Texas
$825K
IIM
402
INTECH Investment Management
Florida
$824K
RI
403
Ridgewood Investments
New Jersey
$822K
IAA
404
Independent Advisor Alliance
North Carolina
$804K
CB
405
Commerce Bank
Missouri
$804K
NW
406
NewEdge Wealth
Pennsylvania
$799K
RL
407
Retireful LLC
Michigan
$759K
KRSITF
408
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$750K
IQI
409
Integrated Quantitative Investments
Washington
$750K
PL
410
Perpetual Ltd
Australia
$749K
Cambridge Investment Research Advisors
411
Cambridge Investment Research Advisors
Iowa
$742K
MHC
412
May Hill Capital
Massachusetts
$735K
Marshall Wace
413
Marshall Wace
United Kingdom
$733K
PAS
414
Park Avenue Securities
New York
$729K
AWM
415
Aviso Wealth Management
Washington
$727K
MGP
416
Metis Global Partners
California
$721K
MGIA
417
Moneta Group Investment Advisors
Missouri
$720K
MFG
418
Merit Financial Group
Georgia
$711K
RFP
419
Root Financial Partners
California
$708K
PCA
420
Pallas Capital Advisors
Massachusetts
$702K
IWC
421
Integrated Wealth Concepts
Massachusetts
$701K
PAG
422
Private Advisor Group
New Jersey
$696K
AAS
423
Avantax Advisory Services
Texas
$695K
SPA
424
Sherbrooke Park Advisers
New York
$695K
MWM
425
Moran Wealth Management
Florida
$693K