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HubSpot

770 hedge funds and large institutions have $21.8B invested in HubSpot in 2025 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 289 increasing their positions, 263 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

13% more call options, than puts

Call options by funds: $388M | Put options by funds: $344M

10% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 263

7% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 119

1.86% less ownership

Funds ownership: 90.38%88.52% (-1.9%)

2% less funds holding

Funds holding: 787770 (-17)

18% less capital invested

Capital invested by funds: $26.5B → $21.8B (-$4.72B)

Holders
770
Holders Change
-17
Holders Change %
-2.16%
% of All Funds
10.11%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
111
Increased
289
Reduced
263
Closed
119
Calls
$388M
Puts
$344M
Net Calls
+$44.4M
Net Calls Change
-$87.7M
Name Holding Trade Value Shares
Change
Change in
Stake
IUHSA
601
Itau Unibanco Holding S.A.
Brazil
$128K +$137K +273 New
MCM
602
MAI Capital Management
Ohio
$123K +$44.8K +89 +51%
GI
603
GAMMA Investing
California
$120K -$31.7K -63 -20%
EP
604
Essential Partners
California
$108K -$349K -694 -75%
SS
605
SBI Securities
Japan
$108K -$21.1K -42 -15%
MG
606
Mather Group
Illinois
$107K +$115K +229 New
PTC
607
Private Trust Company
Ohio
$91.2K
HIA
608
Harbor Investment Advisory
Maryland
$89.5K
CFG
609
CKW Financial Group
Hawaii
$89K
C
610
Covestor
United Kingdom
$86K +$6.54K +13 +8%
AUB
611
Atlantic Union Bankshares
Virginia
$84.7K +$55.8K +111 +159%
PS
612
Principal Securities
Iowa
$80.5K +$3.02K +6 +4%
APW
613
Aventura Private Wealth
Florida
$78.6K -$11.1K -22 -12%
ATC
614
Adirondack Trust Company
New York
$74.8K
BCWM
615
Bartlett & Co Wealth Management
Ohio
$71.6K
EB
616
Eastern Bank
Massachusetts
$70.2K
SIC
617
Salem Investment Counselors
North Carolina
$70.2K
MA
618
Montag & Associates
Georgia
$66.2K +$19.1K +38 +37%
CI Investments Inc
619
CI Investments Inc
Ontario, Canada
$65K -$503 -1 -0.7%
HNB
620
Huntington National Bank
Ohio
$62.2K -$115K -229 -63%
CFO
621
CVA Family Office
Colorado
$58.5K -$3.02K -6 -5%
Pacer Advisors
622
Pacer Advisors
Pennsylvania
$58K +$3.02K +6 +5%
SOW
623
State of Wyoming
Wyoming
$51.5K +$4.03K +8 +8%
HBW
624
Hazlett, Burt & Watson
West Virginia
$51K -$2.01K -4 -4%
ADL
625
Asset Dedication LLC
California
$50.1K -$14.6K -29 -21%