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HubSpot

782 hedge funds and large institutions have $26.4B invested in HubSpot in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 311 increasing their positions, 273 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

4% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 100

1.08% less ownership

Funds ownership: 91.37%90.3% (-1.1%)

2% less funds holding

Funds holding: 796782 (-14)

Holders
782
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$374M
Puts
$242M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTWA
551
Fifth Third Wealth Advisors
Ohio
$242K
QCM
552
QRG Capital Management
Illinois
$242K
RCA
553
Resonant Capital Advisors
Wisconsin
$241K
BIM
554
Bridges Investment Management
Nebraska
$240K
HA
555
Huntleigh Advisors
Missouri
$237K
BAM
556
Berkshire Asset Management
Pennsylvania
$234K
STA
557
Summit Trail Advisors
New York
$234K
RWP
558
Revolve Wealth Partners
New Jersey
$233K
A
559
AlphaQuest
New York
$232K
ACA
560
Affinity Capital Advisors
California
$232K
TPWM
561
Twelve Points Wealth Management
Massachusetts
$232K
WPC
562
Wedmont Private Capital
Pennsylvania
$231K
CIAS
563
Capital Investment Advisory Services
North Carolina
$228K
FAFN
564
First Affirmative Financial Network
Colorado
$227K
WJWM
565
Williams Jones Wealth Management
New York
$224K
AWS
566
Atria Wealth Solutions
New York
$223K
SSWM
567
Smith Salley Wealth Management
North Carolina
$223K
ATFA
568
All Terrain Financial Advisors
Minnesota
$223K
CAU
569
Caxton Associates (UK)
$223K
HBS
570
Howard Bailey Securities
Indiana
$220K
CCC
571
Compass Capital Corp
Massachusetts
$220K
BA
572
Bellwether Advisors
Nebraska
$218K
II
573
Impact Investors
California
$217K
GLA
574
Great Lakes Advisors
Illinois
$215K
SFS
575
Sowell Financial Services
Arkansas
$215K