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HubSpot

770 hedge funds and large institutions have $21.8B invested in HubSpot in 2025 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 289 increasing their positions, 263 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

13% more call options, than puts

Call options by funds: $388M | Put options by funds: $344M

10% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 263

7% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 119

1.86% less ownership

Funds ownership: 90.38%88.52% (-1.9%)

2% less funds holding

Funds holding: 787770 (-17)

18% less capital invested

Capital invested by funds: $26.5B → $21.8B (-$4.72B)

Holders
770
Holders Change
-17
Holders Change %
-2.16%
% of All Funds
10.11%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
111
Increased
289
Reduced
263
Closed
119
Calls
$388M
Puts
$344M
Net Calls
+$44.4M
Net Calls Change
-$87.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
551
GPS Wealth Strategies Group
Colorado
$244K +$14.1K +28 +6%
CT
552
Chicago Trust
Illinois
$242K -$151K -300 -37%
BFA
553
Benedict Financial Advisors
Georgia
$241K
SFS
554
Sowell Financial Services
Arkansas
$240K +$63.9K +127 +33%
PCG
555
Prosperity Consulting Group
Maryland
$238K +$256K +508 New
FNC
556
First National Corp
Massachusetts
$236K +$270K +537 New
FT
557
Fiduciary Trust
Massachusetts
$235K -$140K -278 -36%
PCM
558
PAR Capital Management
Massachusetts
$234K +$252K +500 New
DT
559
Diversified Trust
Tennessee
$233K -$180K -358 -42%
LNWWM
560
Laird Norton Wetherby Wealth Management
California
$232K +$8.05K +16 +3%
CI
561
Cigna Investments
Connecticut
$232K
VT
562
Vise Technologies
New York
$228K -$37.7K -75 -13%
CWM
563
Centurion Wealth Management
Virginia
$227K +$244K +485 New
AF
564
Allworth Financial
California
$224K +$102K +203 +74%
TPWM
565
Twelve Points Wealth Management
Massachusetts
$223K +$30.7K +61 +15%
OCBCO
566
Oversea-Chinese Banking Corp (OCBC)
Singapore
$223K +$240K +477 New
CA
567
Clearstead Advisors
Ohio
$218K +$42.3K +84 +22%
FFS
568
Founders Financial Securities
Maryland
$218K -$20.6K -41 -8%
GSIS
569
Global Strategic Investment Solutions
Arizona
$218K
GC
570
Guidance Capital
Kentucky
$217K +$233K +463 New
HI
571
Horizon Investments
North Carolina
$217K -$19.1K -38 -8%
WF
572
Welch & Forbes
Massachusetts
$213K
WIA
573
World Investment Advisors
California
$213K +$229K +455 New
MFG
574
MidWestOne Financial Group
Iowa
$211K -$3.02K -6 -1%
FSC
575
Full Sail Capital
Oklahoma
$210K +$225K +448 New