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HubSpot

787 hedge funds and large institutions have $26.5B invested in HubSpot in 2025 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 313 increasing their positions, 275 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $374M | Put options by funds: $242M

14% more repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 275

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

4% less capital invested

Capital invested by funds: $27.4B → $26.5B (-$968M)

7% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 102

1.99% less ownership

Funds ownership: 92.37%90.38% (-2%)

2% less funds holding

Funds holding: 804787 (-17)

Holders
787
Holders Change
-17
Holders Change %
-2.11%
% of All Funds
10.36%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
95
Increased
313
Reduced
275
Closed
102
Calls
$374M
Puts
$242M
Net Calls
+$132M
Net Calls Change
+$24.1M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
551
Wealth Alliance
New York
$248K +$25.2K +43 +11%
BAM
552
Blueshift Asset Management
New Jersey
$247K +$260K +444 New
IWA
553
Icon Wealth Advisors
Texas
$245K -$42.8K -73 -14%
ACM
554
Aster Capital Management
United Arab Emirates
$244K +$219K +374 +575%
FTWA
555
Fifth Third Wealth Advisors
Ohio
$242K -$6.44K -11 -2%
QCM
556
QRG Capital Management
Illinois
$242K +$14.1K +24 +6%
RCA
557
Resonant Capital Advisors
Wisconsin
$241K +$45.7K +78 +22%
BIM
558
Bridges Investment Management
Nebraska
$240K +$2.93K +5 +1%
HA
559
Huntleigh Advisors
Missouri
$237K +$586 +1 +0.2%
BAM
560
Berkshire Asset Management
Pennsylvania
$234K -$7.03K -12 -3%
STA
561
Summit Trail Advisors
New York
$234K +$246K +420 New
RWP
562
Revolve Wealth Partners
New Jersey
$233K -$36.3K -62 -13%
A
563
AlphaQuest
New York
$232K -$44.5K -76 -15%
ACA
564
Affinity Capital Advisors
California
$232K
TPWM
565
Twelve Points Wealth Management
Massachusetts
$232K +$5.86K +10 +2%
WPC
566
Wedmont Private Capital
Pennsylvania
$231K -$6.44K -11 -3%
CIAS
567
Capital Investment Advisory Services
North Carolina
$228K
FAFN
568
First Affirmative Financial Network
Colorado
$227K +$32.8K +56 +16%
WJWM
569
Williams Jones Wealth Management
New York
$224K
AWS
570
Atria Wealth Solutions
New York
$223K -$423K -723 -64%
SSWM
571
Smith Salley Wealth Management
North Carolina
$223K -$2.93K -5 -1%
ATFA
572
All Terrain Financial Advisors
Minnesota
$223K
CAU
573
Caxton Associates (UK)
$223K +$234K +400 New
CCC
574
Compass Capital Corp
Massachusetts
$220K -$91.4K -156 -28%
BA
575
Bellwether Advisors
Nebraska
$218K

HUBS Hedge Fund Activity: Q2 2025 in Review

787 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q2 2025, worth a combined $26.5B — down 3.5% from $27.4B a quarter earlier.

Sellers outnumbered buyers: 102 funds closed out of HUBS and 95 opened new positions — a net loss of 7 holders — while 275 trimmed existing stakes and 313 added.

The largest buyer was Jennison Associates, adding an estimated $394M. The largest seller was Fidelity Investments, cutting an estimated $838M.

  • 787 institutional investors held HubSpot (HUBS) as of Q2 2025, down from 804 in Q1 2025.
  • Funds reported $26.5B of HubSpot stock for Q2 2025, down 3.5% quarter-over-quarter.
  • 95 funds opened new HubSpot positions in Q2 2025 and 102 closed out, a net change of -7 holders.
  • The largest HubSpot buyer in Q2 2025 was Jennison Associates, an estimated $394M added.
  • The largest HubSpot seller in Q2 2025 was Fidelity Investments, an estimated $838M sold.

Based on aggregated 13F filings for Q2 2025.