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HubSpot

782 hedge funds and large institutions have $26.4B invested in HubSpot in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 311 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: $ → $

4% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 100

1.08% less ownership

Funds ownership: 91.37%90.3% (-1.1%)

2% less funds holding

Funds holding: 796782 (-14)

Holders
782
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
RFN
476
Redwood Financial Network
Ohio
$465K
SFG
477
Synergy Financial Group
California
$462K
CT
478
Chicago Trust
Illinois
$455K
AAM
479
Advisors Asset Management
Colorado
$449K
VAS
480
Vestmark Advisory Solutions
Massachusetts
$447K
VSQM
481
V-Square Quantitative Management
Illinois
$445K
HWM
482
HB Wealth Management
Georgia
$443K
BCM
483
Brown Capital Management
Maryland
$442K
OAM
484
Oxford Asset Management
United Kingdom
$441K
NYLIM
485
New York Life Investment Management
New York
$436K
FT
486
Fiduciary Trust
Massachusetts
$434K
PFWA
487
Paces Ferry Wealth Advisors
Georgia
$431K
PCIA
488
Prime Capital Investment Advisors
Kansas
$430K
BC
489
Bridgefront Capital
Texas
$419K
RA
490
Rational Advisors
New York
$417K
WPA
491
Wealth Preservation Advisors
Tennessee
$417K
AGA
492
Accuvest Global Advisors
Utah
$417K
SCA
493
Snowden Capital Advisors
New York
$412K
Jones Financial Companies
494
Jones Financial Companies
Missouri
$405K
SIG
495
Stonegate Investment Group
Alabama
$404K
PFG
496
Prosperity Financial Group
California
$397K
FPAS
497
Focus Partners Advisor Solutions
Missouri
$394K
PA
498
Parallel Advisors
California
$394K
WI
499
WrapManager Inc
California
$392K
AIM
500
Arcadia Investment Management
Michigan
$390K