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HubSpot

782 hedge funds and large institutions have $26.4B invested in HubSpot in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 311 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: $ → $

4% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 100

1.08% less ownership

Funds ownership: 91.37%90.3% (-1.1%)

2% less funds holding

Funds holding: 796782 (-14)

Holders
782
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
SFS
576
Sowell Financial Services
Arkansas
$215K
WANY
577
Wealthspire Advisors (New York)
New York
$215K
EWA
578
EP Wealth Advisors
California
$215K
CA
579
Clearstead Advisors
Ohio
$213K
VCM
580
Voleon Capital Management
California
$213K
BC
581
Burney Company
Virginia
$212K
ICP
582
Interchange Capital Partners
Pennsylvania
$211K
WAM
583
Wakefield Asset Management
Colorado
$211K
FAM
584
Flaharty Asset Management
Florida
$209K
GIM
585
Glenmede Investment Management
Pennsylvania
$209K
FFA
586
Founders Financial Alliance
North Carolina
$208K
FFM
587
Forum Financial Management
Illinois
$207K
AFG
588
Atomi Financial Group
New York
$206K
DWT
589
Dorsey & Whitney Trust
South Dakota
$205K
LS
590
Livforsakringsbolaget Skandia
Sweden
$204K
APW
591
Acima Private Wealth
Virginia
$204K
PW
592
PUREfi Wealth
Massachusetts
$203K
HNB
593
Huntington National Bank
Ohio
$202K
FFA
594
Farther Finance Advisors
California
$201K
National Bank of Canada
595
National Bank of Canada
Quebec, Canada
$194K
HWA
596
HHM Wealth Advisors
Tennessee
$192K
PWA
597
Provenance Wealth Advisors
Florida
$183K
GI
598
GAMMA Investing
California
$178K
EWA
599
EverSource Wealth Advisors
Alabama
$176K
Fidelity International
600
Fidelity International
Bermuda
$175K