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HubSpot

745 hedge funds and large institutions have $18.9B invested in HubSpot in 2025 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 255 increasing their positions, 271 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $362M | Put options by funds: $267M

1.38% more ownership

Funds ownership: 88.52%89.9% (+1.4%)

5% less first-time investments, than exits

New positions opened: 128 | Existing positions closed: 135

6% less repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 271

3% less funds holding

Funds holding: 770745 (-25)

13% less capital invested

Capital invested by funds: $21.8B → $18.9B (-$2.9B)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
745
Holders Change
-25
Holders Change %
-3.25%
% of All Funds
9.06%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.06%
New
128
Increased
255
Reduced
271
Closed
135
Calls
$362M
Puts
$267M
Net Calls
+$94.8M
Net Calls Change
+$50.4M
Name Holding Trade Value Shares
Change
Change in
Stake
NYLIM
526
New York Life Investment Management
New York
$212K -$33.1K -80 -13%
ICP
527
Impact Capital Partners
Colorado
$212K -$10.8K -26 -5%
BBHC
528
Brown Brothers Harriman & Co
New York
$210K -$26.5K -64 -11%
PCG
529
Prosperity Consulting Group
Maryland
$210K +$6.21K +15 +3%
TPWM
530
Twelve Points Wealth Management
Massachusetts
$208K +$34.4K +83 +17%
A
531
AlphaQuest
New York
$207K +$64.6K +156 +43%
BFA
532
Benedict Financial Advisors
Georgia
$207K
YCM
533
Yousif Capital Management
Michigan
$206K +$7.04K +17 +3%
WAG
534
Winthrop Advisory Group
Massachusetts
$206K -$11.6K -28 -5%
OIA
535
OneDigital Investment Advisors
Kansas
$205K +$212K +512 New
FCM
536
Fourpath Capital Management
Oklahoma
$205K -$6.63K -16 -3%
FWP
537
Family Wealth Partners
North Carolina
$205K +$211K +510 New
FIA
538
FNY Investment Advisers
New York
$204K +$86.6K +209 +69%
AC
539
AlphaCore Capital
California
$204K +$210K +508 New
PPW
540
Parcion Private Wealth
Washington
$203K +$210K +506 New
PE
541
PCM Encore
Colorado
$202K +$208K +503 New
PFWA
542
Paces Ferry Wealth Advisors
Georgia
$202K -$108K -260 -34%
IFG
543
Independent Financial Group
California
$201K +$208K +502 New
ERSOT
544
Employees Retirement System of Texas
Texas
$187K -$58.6M -141,382 -100%
SOW
545
State of Wyoming
Wyoming
$181K +$141K +341 +310%
CC
546
Centiva Capital
New York
$181K -$321K -775 -63%
AF
547
Allworth Financial
California
$179K -$13.7K -33 -7%
Fidelity International
548
Fidelity International
Bermuda
$179K +$54.3K +131 +42%
QCG
549
Quadrant Capital Group
Ohio
$175K -$2.9K -7 -2%
HI
550
Horizon Investments
North Carolina
$174K -$12.4K -30 -6%