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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
TA
501
TFB Advisors
Kansas
$279K +$62.5K +151 +28%
SFI
502
Siemens Fonds Invest
Germany
$279K
JTWM
503
Jackson Thornton Wealth Management
Alabama
$274K +$17.8K +43 +7%
ICP
504
Interchange Capital Partners
Pennsylvania
$272K +$281K +678 New
BAM
505
Belpointe Asset Management
Nevada
$268K +$277K +669 New
DO
506
denkapparat Operations
Germany
$266K
BOSSRA
507
B.O.S.S. Retirement Advisors
Utah
$263K -$378K -912 -58%
AT
508
Avalon Trust
New Mexico
$257K +$16.6K +40 +7%
PWM
509
Perigon Wealth Management
California
$254K +$32.3K +78 +14%
Allianz Asset Management
510
Allianz Asset Management
Germany
$252K -$13.1M -31,609 -98%
HAG
511
HighPoint Advisor Group
Illinois
$248K -$828 -2 -0.3%
OHWP
512
Oak Harbor Wealth Partners
North Carolina
$247K
EWA
513
EverSource Wealth Advisors
Alabama
$247K -$30.2K -73 -11%
MAS
514
Meeder Advisory Services
Ohio
$246K -$41.4K -100 -14%
Group One Trading
515
Group One Trading
Illinois
$244K -$836K -2,019 -77%
LAM
516
LECAP Asset Management
United Kingdom
$244K +$251K +607 New
C
517
Certuity
Florida
$241K +$249K +600 New
AI
518
Accredited Investors
Minnesota
$235K -$4.97K -12 -2%
PFM
519
Peak Financial Management
Massachusetts
$233K
PCIA
520
Prime Capital Investment Advisors
Kansas
$230K -$15.3K -37 -6%
NAS
521
Nicolet Advisory Services
Wisconsin
$226K -$180K -435 -42%
ACM
522
Aster Capital Management
United Arab Emirates
$224K -$494K -1,192 -68%
VT
523
Vise Technologies
New York
$224K +$28.6K +69 +14%
RA
524
Riversedge Advisors
Delaware
$213K +$220K +532 New
DC
525
Davenport & Co
Virginia
$213K -$536K -1,293 -71%