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HubSpot

755 hedge funds and large institutions have $21.7B invested in HubSpot in 2025 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 282 increasing their positions, 255 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$388M
Puts
$344M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
451
Sequoia Financial Advisors
Ohio
$529K
GA
452
GraniteShares Advisors
New York
$529K
RFP
453
Root Financial Partners
California
$521K
HWM
454
HB Wealth Management
Georgia
$516K
MIC
455
Maxi Investments CY
Cyprus
$515K
RIL
456
Rothschild Investment LLC
Illinois
$509K
PAS
457
Park Avenue Securities
New York
$504K
Fifth Third Bancorp
458
Fifth Third Bancorp
Ohio
$503K
EAM
459
Evanson Asset Management
California
$499K
KCM
460
Kornitzer Capital Management
Kansas
$494K
PWS
461
Peterson Wealth Services
Utah
$482K
DWM
462
Drive Wealth Management
Utah
$479K
WCM
463
Washington Capital Management
Washington
$468K
ACM
464
Advent Capital Management
New York
$468K
NAS
465
Nicolet Advisory Services
Wisconsin
$467K
AAG
466
Armstrong Advisory Group
Massachusetts
$466K
S
467
SignatureFD
Georgia
$466K
AWM
468
Apollon Wealth Management
South Carolina
$465K
VFA
469
Values First Advisors
Tennessee
$460K
KWM
470
Kassira Wealth Management
Tennessee
$458K
Walleye Capital
471
Walleye Capital
New York
$453K
TFIPS
472
Towarzystwo Funduszy Inwestycyjnych PZU SA
$449K
PCA
473
Pallas Capital Advisors
Massachusetts
$437K
PP
474
Prudential plc
United Kingdom
$435K
GIA
475
Gladstone Institutional Advisory
Florida
$435K