HUBS icon

HubSpot

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
Name Holding Trade Value Shares
Change
Shares
Change %
AF
601
Allworth Financial
California
$153K +$61.8K +111 +68%
SS
602
SBI Securities
Japan
$151K -$3.9K -7 -3%
VT
603
Volterra Technologies
New York
$133K +$133K +239 New
Loomis, Sayles & Company
604
Loomis, Sayles & Company
Massachusetts
$125K
LFG
605
Larson Financial Group
Missouri
$122K +$63.5K +114 +109%
GRP
606
Global Retirement Partners
California
$116K +$116K +209 New
CFG
607
CKW Financial Group
Hawaii
$113K
PSFG
608
Park Square Financial Group
Georgia
$111K -$27.8K -50 -20%
RAM
609
Ramirez Asset Management
New York
$111K +$5.57K +10 +5%
VEA
610
Virtus ETF Advisers
New York
$111K +$111K +200 New
PTC
611
Private Trust Company
Ohio
$109K +$21.2K +38 +24%
PD
612
Point72 (DIFC)
United Arab Emirates
$107K -$1.94M -3,502 -95%
SAM
613
Smartleaf Asset Management
Massachusetts
$106K -$86.4K -157 -45%
MCM
614
MAI Capital Management
Ohio
$96.7K +$11.7K +21 +14%
AAP
615
Arax Advisory Partners
Colorado
$95.7K +$49.9K +25 +109%
C
616
Covestor
United Kingdom
$95K +$559 +1 +0.6%
PS
617
Principal Securities
Iowa
$92.4K +$27.8K +50 +43%
HIA
618
Harbor Investment Advisory
Maryland
$89.5K -$14 -14 -0%
ATC
619
Adirondack Trust Company
New York
$89.1K
MCM
620
Manchester Capital Management
Vermont
$87.4K +$30.1K +54 +52%
BCWM
621
Bartlett & Co Wealth Management
Ohio
$85.2K
GM
622
GeoWealth Management
Illinois
$84.1K +$7.24K +13 +9%
SIC
623
Salem Investment Counselors
North Carolina
$83.5K -$23.4K -42 -22%
EB
624
Eastern Bank
Massachusetts
$83.5K
GWM
625
Geneos Wealth Management
Colorado
$80.2K -$17.8K -32 -18%