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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
KAS
451
Kestra Advisory Services
Texas
$524K
IGAM
452
iA Global Asset Management
Quebec, Canada
$523K
PWS
453
Peterson Wealth Services
Utah
$523K
HVCM
454
Hel Ved Capital Management
Hong Kong
$520K
CI
455
Ceera Investments
Texas
$512K
FB
456
Fulton Bank
Pennsylvania
$512K
EA
457
Emerald Advisers
Pennsylvania
$503K
AM
458
AGF Management
Ontario, Canada
$503K
UM
459
UniSuper Management
Australia
$501K
Envestnet Portfolio Solutions
460
Envestnet Portfolio Solutions
Illinois
$492K
CL
461
Choreo LLC
Illinois
$491K
BFM
462
Boothbay Fund Management
New York
$490K
QCM
463
Qsemble Capital Management
New York
$490K
MAS
464
Meeder Advisory Services
Ohio
$489K
UCFA
465
United Capital Financial Advisors
Texas
$488K
SSCM
466
Sovereign's Capital Management
Georgia
$487K
BTI
467
Blue Trust Inc
Georgia
$480K
NAS
468
Nicolet Advisory Services
Wisconsin
$477K
DT
469
Diversified Trust
Tennessee
$476K
WS
470
Wedbush Securities
California
$470K
PCM
471
Princeton Capital Management
New Jersey
$470K
PHK
472
Point72 Hong Kong
Hong Kong
$469K
RFN
473
Redwood Financial Network
Ohio
$465K
SFG
474
Synergy Financial Group
California
$462K
CT
475
Chicago Trust
Illinois
$455K