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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
9.06%
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
WA
476
Waverly Advisors
Alabama
$351K +$46.4K +112 +15%
WA
477
Waddell & Associates
Tennessee
$349K +$37.3K +90 +12%
BFIM
478
Beese Fulmer Investment Management
Ohio
$348K +$360K +868 New
LA
479
Legacy Advisors
Pennsylvania
$346K +$414 +1 +0.1%
IQI
480
Integrated Quantitative Investments
Washington
$344K -$203K -490 -36%
OCBCO
481
Oversea-Chinese Banking Corp (OCBC)
Singapore
$338K +$151K +365 +77%
FRA
482
Frank Rimerman Advisors
California
$337K +$348K +841 New
RFN
483
Redwood Financial Network
Ohio
$335K
WCP
484
Wick Capital Partners
Pennsylvania
$335K +$346K +835 New
WANY
485
Wealthspire Advisors (New York)
New York
$328K +$61.3K +148 +22%
SSCM
486
Sovereign's Capital Management
Georgia
$323K -$34K -82 -9%
S
487
SignatureFD
Georgia
$323K -$79.1K -191 -19%
SFG
488
Synergy Financial Group
California
$318K -$13.7K -33 -4%
WIA
489
World Investment Advisors
California
$315K +$137K +331 +73%
TG
490
TCW Group
California
$315K +$325K +784 New
AWM
491
Avior Wealth Management
Nebraska
$305K +$315K +761 New
G
492
GenTrust
Florida
$305K +$315K +760 New
MOS
493
MGO One Seven
Ohio
$293K
AWA
494
Aaron Wealth Advisors
Illinois
$289K +$298K +720 New
SL
495
Sentinus LLC
Illinois
$285K +$294K +710 New
DS
496
DRW Securities
Illinois
$283K +$292K +706 New
MF
497
Magnetar Financial
Illinois
$283K -$14.5K -35 -5%
PJWM
498
Philip James Wealth Mangement
Georgia
$283K +$47.6K +115 +19%
PCM
499
Princeton Capital Management
New Jersey
$281K -$63.4K -153 -18%
AIM
500
Arcadia Investment Management
Michigan
$281K