HUBS icon

HubSpot
HUBS

Overview Fund Activity

774 hedge funds and large institutions have $26.4B invested in HubSpot in 2025 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 308 increasing their positions, 271 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
-19
Holders Change %
-2.4%
% of All Funds
10.39%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
94
Increased
308
Reduced
271
Closed
101
Calls
$374M
Puts
$242M
Net Calls
+$132M
Net Calls Change
+$24.1M

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$442M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$542M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.02B
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$168M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$241M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.29B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$2.3B
3
Invesco
3
Invesco
Georgia
$170M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$117M
5
AM
5
AGF Management
Ontario, Canada
$503K
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
576
Burney Company
Virginia
$212K -$284K -510 -57%
ICP
577
Interchange Capital Partners
Pennsylvania
$211K +$6.12K +11 +3%
WAM
578
Wakefield Asset Management
Colorado
$211K – – –
FAM
579
Flaharty Asset Management
Florida
$209K – – –
GIM
580
Glenmede Investment Management
Pennsylvania
$209K +$209K +375 New
FFA
581
Founders Financial Alliance
North Carolina
$208K -$22.8K -41 -10%
FFM
582
Forum Financial Management
Illinois
$207K -$16.1K -29 -7%
AFG
583
Atomi Financial Group
New York
$206K +$10K +18 +5%
DWT
584
Dorsey & Whitney Trust
South Dakota
$205K -$37.3K -67 -15%
LS
585
Livforsakringsbolaget Skandia
Sweden
$204K – – –
APW
586
Acima Private Wealth
Virginia
$204K – – –
PW
587
PUREfi Wealth
Massachusetts
$203K – – –
HNB
588
Huntington National Bank
Ohio
$202K +$557 +1 +0.3%
FFA
589
Farther Finance Advisors
California
$201K +$22.8K +41 +13%
National Bank of Canada
590
National Bank of Canada
Quebec, Canada
$194K -$250K -449 -56%
HWA
591
HHM Wealth Advisors
Tennessee
$192K – – –
PWA
592
Provenance Wealth Advisors
Florida
$183K +$21.2K +38 +13%
GI
593
GAMMA Investing
California
$178K +$4.45K +8 +3%
EWA
594
EverSource Wealth Advisors
Alabama
$176K -$25K -45 -12%
Fidelity International
595
Fidelity International
Bermuda
$175K +$175K +314 New
WWM
596
Wolff Wiese Magana
California
$171K -$34K -61 -17%
Bessemer Group
597
Bessemer Group
New Jersey
$171K -$5.01K -9 -3%
TFM
598
TFC Financial Management
Massachusetts
$164K – – –
Lazard Asset Management
599
Lazard Asset Management
New York
$158K +$7.73K +14 +5%
AAS
600
Ameritas Advisory Services
Nebraska
$156K +$156K +281 New
22 23
24
25 26