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HubSpot

770 hedge funds and large institutions have $21.8B invested in HubSpot in 2025 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 289 increasing their positions, 263 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

13% more call options, than puts

Call options by funds: $388M | Put options by funds: $344M

10% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 263

7% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 119

1.86% less ownership

Funds ownership: 90.38%88.52% (-1.9%)

2% less funds holding

Funds holding: 787770 (-17)

18% less capital invested

Capital invested by funds: $26.5B → $21.8B (-$4.72B)

Holders
770
Holders Change
-17
Holders Change %
-2.16%
% of All Funds
10.11%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
111
Increased
289
Reduced
263
Closed
119
Calls
$388M
Puts
$344M
Net Calls
+$44.4M
Net Calls Change
-$87.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
526
Parallel Advisors
California
$293K -$41.8K -83 -12%
FFM
527
Forum Financial Management
Illinois
$291K +$126K +251 +67%
HAG
528
HighPoint Advisor Group
Illinois
$290K -$19.1K -38 -6%
BIM
529
Baldwin Investment Management
Pennsylvania
$289K +$310K +617 New
OHWP
530
Oak Harbor Wealth Partners
North Carolina
$288K
CIA
531
Caerus Investment Advisors
Texas
$288K +$309K +615 New
SIG
532
Stonegate Investment Group
Alabama
$287K -$55.8K -111 -15%
Envestnet Portfolio Solutions
533
Envestnet Portfolio Solutions
Illinois
$287K -$136K -271 -31%
PCIA
534
Prime Capital Investment Advisors
Kansas
$286K -$82K -163 -21%
NYLIM
535
New York Life Investment Management
New York
$284K -$88.5K -176 -22%
AT
536
Avalon Trust
New Mexico
$281K +$302K +600 New
AI
537
Accredited Investors
Minnesota
$280K
PJWM
538
Philip James Wealth Mangement
Georgia
$276K +$297K +590 New
BBHC
539
Brown Brothers Harriman & Co
New York
$275K +$1.01K +2 +0.3%
HI
540
Harbour Investments
Wisconsin
$274K +$19.6K +39 +7%
PFM
541
Peak Financial Management
Massachusetts
$271K
ICP
542
Impact Capital Partners
Colorado
$259K -$35.2K -70 -11%
PWM
543
Perigon Wealth Management
California
$259K +$279K +554 New
WAG
544
Winthrop Advisory Group
Massachusetts
$259K
ECM
545
Everence Capital Management
Indiana
$258K -$210K -418 -43%
JWCA
546
J.W. Cole Advisors
Florida
$258K -$27.2K -54 -9%
FFB
547
First Financial Bankshares
Texas
$255K +$274K +545 New
TA
548
TFB Advisors
Kansas
$249K -$3.02K -6 -1%
FCM
549
Fourpath Capital Management
Oklahoma
$247K -$45.8K -91 -15%
FAFN
550
First Affirmative Financial Network
Colorado
$246K +$58.9K +117 +29%