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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
MA
576
Montag & Associates
Georgia
$89.7K +$34K +82 +58%
HIA
577
Harbor Investment Advisory
Maryland
$89.5K
WA
578
Westfuller Advisors
New York
$88.7K +$91.5K +221 New
AUB
579
Atlantic Union Bankshares
Virginia
$88.3K +$16.2K +39 +22%
RIL
580
Rothschild Investment LLC
Illinois
$83.5K -$365K -881 -81%
CFG
581
CKW Financial Group
Hawaii
$81K
GWSG
582
GPS Wealth Strategies Group
Colorado
$79.5K -$134K -324 -62%
C
583
Covestor
United Kingdom
$75K +$1.24K +3 +2%
AWM
584
Activest Wealth Management
Florida
$69.7K +$27.8K +67 +63%
P8IP
585
Pier 88 Investment Partners
California
$64.2K +$66.3K +160 New
ATC
586
Adirondack Trust Company
New York
$64.2K
EB
587
Eastern Bank
Massachusetts
$60.2K
HNB
588
Huntington National Bank
Ohio
$57.8K +$4.56K +11 +8%
SFAM
589
Sawyer Falduto Asset Management
Illinois
$55.8K +$57.6K +139 New
ADL
590
Asset Dedication LLC
California
$42.9K
TM
591
Torren Management
California
$41.7K +$43.1K +104 New
WT
592
Whittier Trust
California
$41.2K -$2.48K -6 -5%
CFO
593
CVA Family Office
Colorado
$40.9K -$9.53K -23 -18%
HCM
594
Hollencrest Capital Management
California
$40.1K +$41.4K +100 New
RFP
595
Root Financial Partners
California
$38.5K -$422K -1,018 -91%
RAM
596
Reflection Asset Management
South Carolina
$37.3K +$38.5K +93 New
LFG
597
Larson Financial Group
Missouri
$36.5K +$29.8K +72 +379%
PWPS
598
Pinnacle Wealth Planning Services
Ohio
$34.9K +$36K +87 New
SBFM
599
S-Bank Fund Management
Finland
$34.5K -$2.9K -7 -8%
VIS
600
Vega Investment Solutions
France
$34.1K +$35.2K +85 New