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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
SWA
426
Sax Wealth Advisors
New Jersey
$511K -$274K -662 -34%
CIA
427
Caerus Investment Advisors
Texas
$501K +$262K +633 +103%
KAS
428
Kestra Advisory Services
Texas
$498K -$46.8K -113 -8%
WF
429
WinCap Financial
Massachusetts
$498K
HHGC
430
Hunting Hill Global Capital
New York
$496K -$428K -1,034 -46%
EWA
431
EP Wealth Advisors
California
$490K +$505K +1,220 New
Fifth Third Bancorp
432
Fifth Third Bancorp
Ohio
$484K +$53.9K +130 +12%
UCFA
433
United Capital Financial Advisors
Texas
$480K -$1.66K -4 -0.3%
Northwestern Mutual Wealth Management
434
Northwestern Mutual Wealth Management
Wisconsin
$479K -$20.7K -50 -4%
SCM
435
SCS Capital Management
Massachusetts
$478K -$1.24K -3 -0.3%
SPIA
436
Steward Partners Investment Advisory
New York
$469K -$337K -813 -41%
HWM
437
HB Wealth Management
Georgia
$469K +$26.9K +65 +6%
GWMR
438
GC Wealth Management RIA
Massachusetts
$468K -$200K -482 -29%
GCP
439
GSA Capital Partners
United Kingdom
$465K -$229K -552 -32%
EA
440
Emerald Advisers
Pennsylvania
$463K -$21.1K -51 -4%
CPIG
441
Chicago Partners Investment Group
Illinois
$449K +$271K +655 +89%
ECM
442
Evergreen Capital Management
Washington
$445K +$459K +1,109 New
EI
443
Ellevest Inc
New York
$444K -$117K -282 -20%
MIC
444
Maxi Investments CY
Cyprus
$441K
MFG
445
MidWestOne Financial Group
Iowa
$440K +$267K +645 +143%
PAS
446
Park Avenue Securities
New York
$434K +$1.24K +3 +0.3%
PP
447
Prudential plc
United Kingdom
$429K +$57.2K +138 +15%
EAM
448
Evanson Asset Management
California
$428K
National Bank of Canada
449
National Bank of Canada
Quebec, Canada
$428K +$285K +689 +182%
AWM
450
Aviso Wealth Management
Washington
$424K -$63.8K -154 -13%