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HubSpot

778 hedge funds and large institutions have $26.4B invested in HubSpot in 2025 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 309 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: $ → $

5% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 100

1.32% less ownership

Funds ownership: 91.32%90.01% (-1.3%)

2% less funds holding

Funds holding: 793778 (-15)

Holders
778
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
BIM
551
Bridges Investment Management
Nebraska
$240K
HA
552
Huntleigh Advisors
Missouri
$237K
BAM
553
Berkshire Asset Management
Pennsylvania
$234K
STA
554
Summit Trail Advisors
New York
$234K
RWP
555
Revolve Wealth Partners
New Jersey
$233K
A
556
AlphaQuest
New York
$232K
ACA
557
Affinity Capital Advisors
California
$232K
TPWM
558
Twelve Points Wealth Management
Massachusetts
$232K
WPC
559
Wedmont Private Capital
Pennsylvania
$231K
CIAS
560
Capital Investment Advisory Services
North Carolina
$228K
FAFN
561
First Affirmative Financial Network
Colorado
$227K
WJWM
562
Williams Jones Wealth Management
New York
$224K
AWS
563
Atria Wealth Solutions
New York
$223K
SSWM
564
Smith Salley Wealth Management
North Carolina
$223K
ATFA
565
All Terrain Financial Advisors
Minnesota
$223K
CAU
566
Caxton Associates (UK)
$223K
HBS
567
Howard Bailey Securities
Indiana
$220K
CCC
568
Compass Capital Corp
Massachusetts
$220K
BA
569
Bellwether Advisors
Nebraska
$218K
II
570
Impact Investors
California
$217K
GLA
571
Great Lakes Advisors
Illinois
$215K
Koshinski Asset Management
572
Koshinski Asset Management
Illinois
$215K
SFS
573
Sowell Financial Services
Arkansas
$215K
WANY
574
Wealthspire Advisors (New York)
New York
$215K
EWA
575
EP Wealth Advisors
California
$215K