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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
WWM
601
Wolff Wiese Magana
California
$171K
Bessemer Group
602
Bessemer Group
New Jersey
$171K
TFM
603
TFC Financial Management
Massachusetts
$164K
Lazard Asset Management
604
Lazard Asset Management
New York
$158K
AAS
605
Ameritas Advisory Services
Nebraska
$156K
AF
606
Allworth Financial
California
$153K
SS
607
SBI Securities
Japan
$151K
VT
608
Volterra Technologies
New York
$133K
Loomis, Sayles & Company
609
Loomis, Sayles & Company
Massachusetts
$125K
LFG
610
Larson Financial Group
Missouri
$122K
GRP
611
Global Retirement Partners
California
$116K
CFG
612
CKW Financial Group
Hawaii
$113K
PSFG
613
Park Square Financial Group
Georgia
$111K
RAM
614
Ramirez Asset Management
New York
$111K
VEA
615
Virtus ETF Advisers
New York
$111K
PTC
616
Private Trust Company
Ohio
$109K
PD
617
Point72 (DIFC)
United Arab Emirates
$107K
APW
618
Aventura Private Wealth
Florida
$106K
SAM
619
Smartleaf Asset Management
Massachusetts
$106K
MCM
620
MAI Capital Management
Ohio
$96.7K
AAP
621
Arax Advisory Partners
Colorado
$95.7K
C
622
Covestor
United Kingdom
$95K
PS
623
Principal Securities
Iowa
$92.4K
HIA
624
Harbor Investment Advisory
Maryland
$89.5K
ATC
625
Adirondack Trust Company
New York
$89.1K