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HubSpot

745 hedge funds and large institutions have $18.9B invested in HubSpot in 2025 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 255 increasing their positions, 271 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $362M | Put options by funds: $267M

1.38% more ownership

Funds ownership: 88.52%89.9% (+1.4%)

5% less first-time investments, than exits

New positions opened: 128 | Existing positions closed: 135

6% less repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 271

3% less funds holding

Funds holding: 770745 (-25)

13% less capital invested

Capital invested by funds: $21.8B → $18.9B (-$2.9B)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
745
Holders Change
-25
Holders Change %
-3.25%
% of All Funds
9.07%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.06%
New
128
Increased
255
Reduced
271
Closed
135
Calls
$362M
Puts
$267M
Net Calls
+$94.8M
Net Calls Change
+$50.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
551
Basecamp Wealth Advisors
Washington
$147K +$152K +367 New
LS
552
Livforsakringsbolaget Skandia
Sweden
$147K
SS
553
Sunbelt Securities
Texas
$144K -$4.14K -10 -3%
RS
554
Rakuten Securities
Japan
$139K -$135K -326 -48%
HWA
555
HHM Wealth Advisors
Tennessee
$138K
SAM
556
Smartleaf Asset Management
Massachusetts
$136K +$4.97K +12 +4%
GRP
557
Global Retirement Partners
California
$135K +$117K +283 +534%
SAG
558
SageView Advisory Group
California
$132K +$136K +329 New
Bessemer Group
559
Bessemer Group
New Jersey
$131K -$3.73K -9 -3%
PTC
560
Private Trust Company
Ohio
$120K +$43.1K +104 +53%
TFM
561
TFC Financial Management
Massachusetts
$118K -$414 -1 -0.3%
VCM
562
Versant Capital Management
Arizona
$117K +$94K +227 +349%
DZ Bank
563
DZ Bank
Germany
$117K -$8.22M -19,854 -99%
SWP
564
Strategic Wealth Partners
Ohio
$116K
PCM
565
Penserra Capital Management
California
$111K -$2.98M -7,202 -96%
CA
566
Clearstead Advisors
Ohio
$108K -$81.6K -197 -42%
WC
567
Wexford Capital
Florida
$107K +$110K +266 New
MCM
568
MAI Capital Management
Ohio
$106K +$828 +2 +0.8%
GI
569
GAMMA Investing
California
$104K +$1.24K +3 +1%
AAP
570
Arax Advisory Partners
Colorado
$104K -$4.05M -9,771 -97%
SS
571
SBI Securities
Japan
$98.3K +$6.21K +15 +7%
DT
572
DV Trading
Illinois
$95.9K +$99K +239 New
QC
573
Quent Capital
New York
$93.9K -$29.8K -72 -24%
PWA
574
Provenance Wealth Advisors
Florida
$93.9K -$24.9K -60 -20%
FHC
575
First Horizon Corporation
Tennessee
$91.1K -$46.4K -112 -33%