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HubSpot

770 hedge funds and large institutions have $21.8B invested in HubSpot in 2025 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 289 increasing their positions, 263 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

13% more call options, than puts

Call options by funds: $388M | Put options by funds: $344M

10% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 263

7% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 119

1.86% less ownership

Funds ownership: 90.38%88.52% (-1.9%)

2% less funds holding

Funds holding: 787770 (-17)

18% less capital invested

Capital invested by funds: $26.5B → $21.8B (-$4.72B)

Holders
770
Holders Change
-17
Holders Change %
-2.16%
% of All Funds
10.11%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
111
Increased
289
Reduced
263
Closed
119
Calls
$388M
Puts
$344M
Net Calls
+$44.4M
Net Calls Change
-$87.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
451
Regal Investment Advisors
Michigan
$558K -$13.6K -27 -2%
SAM
452
Shell Asset Management
Netherlands
$553K -$292K -581 -33%
Jones Financial Companies
453
Jones Financial Companies
Missouri
$552K +$167K +331 +45%
BC
454
Bayforest Capital
United Kingdom
$551K +$308K +613 +109%
DFCM
455
Dark Forest Capital Management
Puerto Rico
$540K +$99.1K +197 +21%
MC
456
Machina Capital
France
$538K -$215K -428 -27%
SFA
457
Sequoia Financial Advisors
Ohio
$529K +$74K +147 +15%
GA
458
GraniteShares Advisors
New York
$529K +$86.5K +172 +18%
RFP
459
Root Financial Partners
California
$521K -$79.5K -158 -12%
HWM
460
HB Wealth Management
Georgia
$516K +$154K +307 +39%
MIC
461
Maxi Investments CY
Cyprus
$515K
RIL
462
Rothschild Investment LLC
Illinois
$509K +$546K +1,086 +36,200%
PAS
463
Park Avenue Securities
New York
$504K -$117K -232 -18%
Fifth Third Bancorp
464
Fifth Third Bancorp
Ohio
$503K +$13.1K +26 +2%
EAM
465
Evanson Asset Management
California
$499K +$537K +1,067 New
KCM
466
Kornitzer Capital Management
Kansas
$494K -$7.01M -13,944 -93%
PWS
467
Peterson Wealth Services
Utah
$482K +$1.42M +2,822 +301%
DWM
468
Drive Wealth Management
Utah
$479K +$515K +1,023 New
ACM
469
Advent Capital Management
New York
$468K +$503K +1,000 New
WCM
470
Washington Capital Management
Washington
$468K +$503K +1,000 New
NAS
471
Nicolet Advisory Services
Wisconsin
$467K +$40.2K +80 +8%
AAG
472
Armstrong Advisory Group
Massachusetts
$466K
S
473
SignatureFD
Georgia
$466K -$21.1K -42 -4%
AWM
474
Apollon Wealth Management
South Carolina
$465K +$166K +329 +50%
VFA
475
Values First Advisors
Tennessee
$460K -$21.1K -42 -4%