HUBS icon

HubSpot

768 hedge funds and large institutions have $21.7B invested in HubSpot in 2025 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 288 increasing their positions, 262 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
768
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$388M
Puts
$344M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
526
Forum Financial Management
Illinois
$291K
HAG
527
HighPoint Advisor Group
Illinois
$290K
BIM
528
Baldwin Investment Management
Pennsylvania
$289K
OHWP
529
Oak Harbor Wealth Partners
North Carolina
$288K
CIA
530
Caerus Investment Advisors
Texas
$288K
SIG
531
Stonegate Investment Group
Alabama
$287K
Envestnet Portfolio Solutions
532
Envestnet Portfolio Solutions
Illinois
$287K
PCIA
533
Prime Capital Investment Advisors
Kansas
$286K
NYLIM
534
New York Life Investment Management
New York
$284K
AT
535
Avalon Trust
New Mexico
$281K
AI
536
Accredited Investors
Minnesota
$280K
PJWM
537
Philip James Wealth Mangement
Georgia
$276K
BBHC
538
Brown Brothers Harriman & Co
New York
$275K
HI
539
Harbour Investments
Wisconsin
$274K
PFM
540
Peak Financial Management
Massachusetts
$271K
ICP
541
Impact Capital Partners
Colorado
$259K
PWM
542
Perigon Wealth Management
California
$259K
WAG
543
Winthrop Advisory Group
Massachusetts
$259K
ECM
544
Everence Capital Management
Indiana
$258K
JWCA
545
J.W. Cole Advisors
Florida
$258K
FFB
546
First Financial Bankshares
Texas
$255K
TA
547
TFB Advisors
Kansas
$249K
FCM
548
Fourpath Capital Management
Oklahoma
$247K
FAFN
549
First Affirmative Financial Network
Colorado
$246K
GWSG
550
GPS Wealth Strategies Group
Colorado
$244K