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HubSpot

787 hedge funds and large institutions have $26.5B invested in HubSpot in 2025 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 313 increasing their positions, 275 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $374M | Put options by funds: $242M

14% more repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 275

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

4% less capital invested

Capital invested by funds: $27.4B → $26.5B (-$968M)

7% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 102

1.99% less ownership

Funds ownership: 92.37%90.38% (-2%)

2% less funds holding

Funds holding: 804787 (-17)

Holders
787
Holders Change
-17
Holders Change %
-2.11%
% of All Funds
10.36%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
95
Increased
313
Reduced
275
Closed
102
Calls
$374M
Puts
$242M
Net Calls
+$132M
Net Calls Change
+$24.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
601
Provenance Wealth Advisors
Florida
$183K +$22.3K +38 +13%
GI
602
GAMMA Investing
California
$178K +$4.68K +8 +3%
EWA
603
EverSource Wealth Advisors
Alabama
$176K -$26.4K -45 -12%
Fidelity International
604
Fidelity International
Bermuda
$175K +$184K +314 New
WWM
605
Wolff Wiese Magana
California
$171K -$35.7K -61 -17%
Bessemer Group
606
Bessemer Group
New Jersey
$171K -$5.27K -9 -3%
TFM
607
TFC Financial Management
Massachusetts
$164K
Lazard Asset Management
608
Lazard Asset Management
New York
$158K +$8.2K +14 +5%
AAS
609
Ameritas Advisory Services
Nebraska
$156K +$165K +281 New
AF
610
Allworth Financial
California
$153K +$65K +111 +68%
SS
611
SBI Securities
Japan
$151K -$4.1K -7 -3%
VT
612
Volterra Technologies
New York
$133K +$140K +239 New
Loomis, Sayles & Company
613
Loomis, Sayles & Company
Massachusetts
$125K
LFG
614
Larson Financial Group
Missouri
$122K +$66.8K +114 +109%
GRP
615
Global Retirement Partners
California
$116K +$122K +209 New
CFG
616
CKW Financial Group
Hawaii
$113K
PSFG
617
Park Square Financial Group
Georgia
$111K -$29.3K -50 -20%
VEA
618
Virtus ETF Advisers
New York
$111K
RAM
619
Ramirez Asset Management
New York
$111K +$5.86K +10 +5%
PTC
620
Private Trust Company
Ohio
$109K +$22.3K +38 +24%
PD
621
Point72 (DIFC)
United Arab Emirates
$107K -$2.05M -3,502 -95%
APW
622
Aventura Private Wealth
Florida
$106K
SAM
623
Smartleaf Asset Management
Massachusetts
$106K -$92K -157 -45%
MCM
624
MAI Capital Management
Ohio
$96.7K +$12.3K +21 +14%
AAP
625
Arax Advisory Partners
Colorado
$95.7K +$14.6K +25 +109%

HUBS Hedge Fund Activity: Q2 2025 in Review

787 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q2 2025, worth a combined $26.5B — down 3.5% from $27.4B a quarter earlier.

Sellers outnumbered buyers: 102 funds closed out of HUBS and 95 opened new positions — a net loss of 7 holders — while 275 trimmed existing stakes and 313 added.

The largest buyer was Jennison Associates, adding an estimated $394M. The largest seller was Fidelity Investments, cutting an estimated $838M.

  • 787 institutional investors held HubSpot (HUBS) as of Q2 2025, down from 804 in Q1 2025.
  • Funds reported $26.5B of HubSpot stock for Q2 2025, down 3.5% quarter-over-quarter.
  • 95 funds opened new HubSpot positions in Q2 2025 and 102 closed out, a net change of -7 holders.
  • The largest HubSpot buyer in Q2 2025 was Jennison Associates, an estimated $394M added.
  • The largest HubSpot seller in Q2 2025 was Fidelity Investments, an estimated $838M sold.

Based on aggregated 13F filings for Q2 2025.