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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
VI
451
Vestcor Inc
New Brunswick, Canada
$424K -$2.07M -5,000 -83%
Principal Financial Group
452
Principal Financial Group
Iowa
$422K -$228K -550 -34%
CSP
453
Cary Street Partners
Virginia
$407K +$420K +1,013 New
KWM
454
Kassira Wealth Management
Tennessee
$406K +$13.7K +33 +3%
VFA
455
Values First Advisors
Tennessee
$405K +$11.2K +27 +3%
LNWTC
456
Laird Norton Wetherby Trust Company
Washington
$405K +$418K +1,010 New
MHC
457
May Hill Capital
Massachusetts
$404K -$120K -290 -22%
PAG
458
Private Advisor Group
New Jersey
$402K -$111K -267 -21%
VSQM
459
V-Square Quantitative Management
Illinois
$402K +$415K +1,001 New
GAG
460
GM Advisory Group
New York
$401K +$414K +1,000 New
AAG
461
Armstrong Advisory Group
Massachusetts
$400K
BTI
462
Blue Trust Inc
Georgia
$390K +$26.5K +64 +7%
SC
463
Syon Capital
California
$389K +$402K +970 New
TFIPS
464
Towarzystwo Funduszy Inwestycyjnych PZU SA
$385K
VCM
465
Voleon Capital Management
California
$382K -$799K -1,929 -67%
IA
466
IFG Advisory
Georgia
$382K +$394K +951 New
EC
467
EntryPoint Capital
New York
$374K +$386K +931 New
CL
468
Choreo LLC
Illinois
$372K +$94.9K +229 +33%
CB
469
Commerce Bank
Missouri
$367K -$221K -534 -37%
MFS
470
Miller Financial Services
Michigan
$365K +$377K +909 New
UM
471
UniSuper Management
Australia
$361K
VRS
472
Virginia Retirement Systems
Virginia
$361K
IAA
473
Independent Advisor Alliance
North Carolina
$359K -$141K -341 -28%
FB
474
Fulton Bank
Pennsylvania
$357K +$58K +140 +19%
MC
475
Machina Capital
France
$352K -$114K -274 -24%