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HubSpot

792 hedge funds and large institutions have $27.1B invested in HubSpot in 2025 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 350 increasing their positions, 222 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
792
Holders Change
+2
Holders Change %
+0.25%
% of All Funds
10.76%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
114
Increased
350
Reduced
222
Closed
97
Calls
$270M
Puts
$162M
Net Calls
+$108M
Net Calls Change
+$456M
Name Holding Trade Value Shares
Change
Shares
Change %
II
601
Impact Investors
California
$216K -$5.15K -9 -2%
FAM
602
Flaharty Asset Management
Florida
$214K -$14.3K -25 -6%
EA
603
Everpar Advisors
Oklahoma
$211K -$7.43K -13 -3%
WWM
604
Wolff Wiese Magana
California
$211K -$5.71K -10 -3%
AWM
605
Ariadne Wealth Management
California
$210K -$5.43K -9 -3%
ICP
606
Interchange Capital Partners
Pennsylvania
$210K +$210K +368 New
APW
607
Acima Private Wealth
Virginia
$209K
PW
608
PUREfi Wealth
Massachusetts
$209K -$371K -650 -64%
IC
609
Iconiq Capital
California
$209K +$209K +365 New
LS
610
Livforsakringsbolaget Skandia
Sweden
$208K
EWA
611
EverSource Wealth Advisors
Alabama
$207K +$37.1K +65 +22%
HNB
612
Huntington National Bank
Ohio
$206K -$32K -56 -13%
OIA
613
OneDigital Investment Advisors
Kansas
$205K -$136K -238 -40%
GT
614
Greenleaf Trust
Michigan
$204K +$204K +357 New
SAM
615
Smartleaf Asset Management
Massachusetts
$203K +$46K +79 +29%
RCA
616
Resonant Capital Advisors
Wisconsin
$203K +$2.29K +4 +1%
WA
617
Waverly Advisors
Alabama
$202K +$10.9K +19 +6%
FAFN
618
First Affirmative Financial Network
Colorado
$202K -$21.7K -38 -10%
AFG
619
Atomi Financial Group
New York
$201K +$201K +352 New
HWA
620
HHM Wealth Advisors
Tennessee
$197K
CA
621
Clearstead Advisors
Ohio
$193K +$34.8K +61 +22%
FFA
622
Farther Finance Advisors
California
$186K +$37.3K +64 +25%
Bessemer Group
623
Bessemer Group
New Jersey
$181K +$7.45K +13 +4%
GI
624
GAMMA Investing
California
$178K +$52K +91 +41%
TFM
625
TFC Financial Management
Massachusetts
$168K