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HubSpot

761 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, 286 increasing their positions, 258 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
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
OHWP
526
Oak Harbor Wealth Partners
North Carolina
$288K
CIA
527
Caerus Investment Advisors
Texas
$288K
SIG
528
Stonegate Investment Group
Alabama
$287K
Envestnet Portfolio Solutions
529
Envestnet Portfolio Solutions
Illinois
$287K
PCIA
530
Prime Capital Investment Advisors
Kansas
$286K
NYLIM
531
New York Life Investment Management
New York
$284K
AT
532
Avalon Trust
New Mexico
$281K
AI
533
Accredited Investors
Minnesota
$280K
PJWM
534
Philip James Wealth Mangement
Georgia
$276K
BBHC
535
Brown Brothers Harriman & Co
New York
$275K
HI
536
Harbour Investments
Wisconsin
$274K
PFM
537
Peak Financial Management
Massachusetts
$271K
ICP
538
Impact Capital Partners
Colorado
$259K
PWM
539
Perigon Wealth Management
California
$259K
WAG
540
Winthrop Advisory Group
Massachusetts
$259K
ECM
541
Everence Capital Management
Indiana
$258K
JWCA
542
J.W. Cole Advisors
Florida
$258K
FFB
543
First Financial Bankshares
Texas
$255K
TA
544
TFB Advisors
Kansas
$249K
FCM
545
Fourpath Capital Management
Oklahoma
$247K
FAFN
546
First Affirmative Financial Network
Colorado
$246K
GWSG
547
GPS Wealth Strategies Group
Colorado
$244K
CT
548
Chicago Trust
Illinois
$242K
BFA
549
Benedict Financial Advisors
Georgia
$241K
SFS
550
Sowell Financial Services
Arkansas
$240K