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HubSpot

755 hedge funds and large institutions have $21.7B invested in HubSpot in 2025 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 282 increasing their positions, 255 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
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
Envestnet Portfolio Solutions
526
Envestnet Portfolio Solutions
Illinois
$287K
PCIA
527
Prime Capital Investment Advisors
Kansas
$286K
NYLIM
528
New York Life Investment Management
New York
$284K
AT
529
Avalon Trust
New Mexico
$281K
AI
530
Accredited Investors
Minnesota
$280K
PJWM
531
Philip James Wealth Mangement
Georgia
$276K
BBHC
532
Brown Brothers Harriman & Co
New York
$275K
HI
533
Harbour Investments
Wisconsin
$274K
PFM
534
Peak Financial Management
Massachusetts
$271K
ICP
535
Impact Capital Partners
Colorado
$259K
PWM
536
Perigon Wealth Management
California
$259K
WAG
537
Winthrop Advisory Group
Massachusetts
$259K
ECM
538
Everence Capital Management
Indiana
$258K
JWCA
539
J.W. Cole Advisors
Florida
$258K
FFB
540
First Financial Bankshares
Texas
$255K
TA
541
TFB Advisors
Kansas
$249K
FCM
542
Fourpath Capital Management
Oklahoma
$247K
FAFN
543
First Affirmative Financial Network
Colorado
$246K
GWSG
544
GPS Wealth Strategies Group
Colorado
$244K
CT
545
Chicago Trust
Illinois
$242K
BFA
546
Benedict Financial Advisors
Georgia
$241K
SFS
547
Sowell Financial Services
Arkansas
$240K
PCG
548
Prosperity Consulting Group
Maryland
$238K
FNC
549
First National Corp
Massachusetts
$236K
FT
550
Fiduciary Trust
Massachusetts
$235K