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HubSpot

778 hedge funds and large institutions have $26.4B invested in HubSpot in 2025 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 309 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: $ → $

5% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 100

1.32% less ownership

Funds ownership: 91.32%90.01% (-1.3%)

2% less funds holding

Funds holding: 793778 (-15)

Holders
778
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
Lazard Asset Management
601
Lazard Asset Management
New York
$158K
AAS
602
Ameritas Advisory Services
Nebraska
$156K
AF
603
Allworth Financial
California
$153K
SS
604
SBI Securities
Japan
$151K
VT
605
Volterra Technologies
New York
$133K
Loomis, Sayles & Company
606
Loomis, Sayles & Company
Massachusetts
$125K
LFG
607
Larson Financial Group
Missouri
$122K
GRP
608
Global Retirement Partners
California
$116K
CFG
609
CKW Financial Group
Hawaii
$113K
PSFG
610
Park Square Financial Group
Georgia
$111K
RAM
611
Ramirez Asset Management
New York
$111K
VEA
612
Virtus ETF Advisers
New York
$111K
PTC
613
Private Trust Company
Ohio
$109K
PD
614
Point72 (DIFC)
United Arab Emirates
$107K
SAM
615
Smartleaf Asset Management
Massachusetts
$106K
MCM
616
MAI Capital Management
Ohio
$96.7K
AAP
617
Arax Advisory Partners
Colorado
$95.7K
C
618
Covestor
United Kingdom
$95K
PS
619
Principal Securities
Iowa
$92.4K
HIA
620
Harbor Investment Advisory
Maryland
$89.5K
ATC
621
Adirondack Trust Company
New York
$89.1K
MCM
622
Manchester Capital Management
Vermont
$87.4K
BCWM
623
Bartlett & Co Wealth Management
Ohio
$85.2K
GM
624
GeoWealth Management
Illinois
$84.1K
SIC
625
Salem Investment Counselors
North Carolina
$83.5K