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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
CA
576
Clearstead Advisors
Ohio
$213K
VCM
577
Voleon Capital Management
California
$213K
BC
578
Burney Company
Virginia
$212K
ICP
579
Interchange Capital Partners
Pennsylvania
$211K
WAM
580
Wakefield Asset Management
Colorado
$211K
FAM
581
Flaharty Asset Management
Florida
$209K
GIM
582
Glenmede Investment Management
Pennsylvania
$209K
FFA
583
Founders Financial Alliance
North Carolina
$208K
FFM
584
Forum Financial Management
Illinois
$207K
AFG
585
Atomi Financial Group
New York
$206K
DWT
586
Dorsey & Whitney Trust
South Dakota
$205K
LS
587
Livforsakringsbolaget Skandia
Sweden
$204K
APW
588
Acima Private Wealth
Virginia
$204K
PW
589
PUREfi Wealth
Massachusetts
$203K
HNB
590
Huntington National Bank
Ohio
$202K
FFA
591
Farther Finance Advisors
California
$201K
National Bank of Canada
592
National Bank of Canada
Quebec, Canada
$194K
HWA
593
HHM Wealth Advisors
Tennessee
$192K
PWA
594
Provenance Wealth Advisors
Florida
$183K
GI
595
GAMMA Investing
California
$178K
EWA
596
EverSource Wealth Advisors
Alabama
$176K
Fidelity International
597
Fidelity International
Bermuda
$175K
WWM
598
Wolff Wiese Magana
California
$171K
Bessemer Group
599
Bessemer Group
New Jersey
$171K
TFM
600
TFC Financial Management
Massachusetts
$164K