HUBS icon

HubSpot
HUBS

Overview Fund Activity

774 hedge funds and large institutions have $26.4B invested in HubSpot in 2025 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 308 increasing their positions, 271 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
-19
Holders Change %
-2.4%
% of All Funds
10.39%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
94
Increased
308
Reduced
271
Closed
101
Calls
$374M
Puts
$242M
Net Calls
+$132M
Net Calls Change
+$24.1M

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$442M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$542M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.02B
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$168M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$241M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.29B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$2.3B
3
Invesco
3
Invesco
Georgia
$170M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$117M
5
AM
5
AGF Management
Ontario, Canada
$503K
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
551
Huntleigh Advisors
Missouri
$237K +$557 +1 +0.2%
BAM
552
Berkshire Asset Management
Pennsylvania
$234K -$6.68K -12 -3%
STA
553
Summit Trail Advisors
New York
$234K +$234K +420 New
RWP
554
Revolve Wealth Partners
New Jersey
$233K -$34.5K -62 -13%
A
555
AlphaQuest
New York
$232K -$42.3K -76 -15%
ACA
556
Affinity Capital Advisors
California
$232K – – –
TPWM
557
Twelve Points Wealth Management
Massachusetts
$232K +$5.57K +10 +2%
WPC
558
Wedmont Private Capital
Pennsylvania
$231K -$6.17K -11 -3%
CIAS
559
Capital Investment Advisory Services
North Carolina
$228K – – –
WJWM
560
Williams Jones Wealth Management
New York
$224K – – –
AWS
561
Atria Wealth Solutions
New York
$223K -$403K -723 -64%
SSWM
562
Smith Salley Wealth Management
North Carolina
$223K -$2.78K -5 -1%
ATFA
563
All Terrain Financial Advisors
Minnesota
$223K – – –
CAU
564
Caxton Associates (UK)
$223K +$223K +400 New
HBS
565
Howard Bailey Securities
Indiana
$220K -$31.7K -57 -13%
CCC
566
Compass Capital Corp
Massachusetts
$220K -$87.5K -156 -28%
BA
567
Bellwether Advisors
Nebraska
$218K – – –
II
568
Impact Investors
California
$217K +$6.69K +12 +3%
GLA
569
Great Lakes Advisors
Illinois
$215K +$215K +387 New
Koshinski Asset Management
570
Koshinski Asset Management
Illinois
$215K -$5.01K -9 -2%
SFS
571
Sowell Financial Services
Arkansas
$215K -$5.01K -9 -2%
WANY
572
Wealthspire Advisors (New York)
New York
$215K -$2.23K -4 -1%
EWA
573
EP Wealth Advisors
California
$215K +$215K +385 New
CA
574
Clearstead Advisors
Ohio
$213K +$25.6K +46 +14%
VCM
575
Voleon Capital Management
California
$213K +$213K +382 New
21 22
23
24 25