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HubSpot

778 hedge funds and large institutions have $26.4B invested in HubSpot in 2025 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 309 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: $ → $

5% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 100

1.32% less ownership

Funds ownership: 91.32%90.01% (-1.3%)

2% less funds holding

Funds holding: 793778 (-15)

Holders
778
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
PA
526
PharVision Advisers
Florida
$298K
QL
527
Quarry LP
New York
$288K
BFA
528
Benedict Financial Advisors
Georgia
$287K
BPC
529
Banque Pictet & Cie
Switzerland
$286K
FFS
530
Founders Financial Securities
Maryland
$282K
HI
531
Horizon Investments
North Carolina
$279K
SWP
532
Strategic Wealth Partners
Ohio
$278K
CI
533
Cigna Investments
Connecticut
$277K
GWSG
534
GPS Wealth Strategies Group
Colorado
$275K
LNWWM
535
Laird Norton Wetherby Wealth Management
California
$267K
WA
536
Waverly Advisors
Alabama
$267K
IAS
537
Insigneo Advisory Services
Florida
$262K
EAM
538
Erste Asset Management
Austria
$261K
GSIS
539
Global Strategic Investment Solutions
Arizona
$259K
OIA
540
OneDigital Investment Advisors
Kansas
$254K
MFG
541
MidWestOne Financial Group
Iowa
$254K
WF
542
Welch & Forbes
Massachusetts
$254K
QCG
543
Quadrant Capital Group
Ohio
$250K
WA
544
Wealth Alliance
New York
$248K
BAM
545
Blueshift Asset Management
New Jersey
$247K
IWA
546
Icon Wealth Advisors
Texas
$245K
ACM
547
Aster Capital Management
United Arab Emirates
$244K
FTWA
548
Fifth Third Wealth Advisors
Ohio
$242K
QCM
549
QRG Capital Management
Illinois
$242K
RCA
550
Resonant Capital Advisors
Wisconsin
$241K