We are live on ! Find out more
HUBS icon

HubSpot

745 hedge funds and large institutions have $18.9B invested in HubSpot in 2025 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 255 increasing their positions, 271 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $362M | Put options by funds: $267M

1.38% more ownership

Funds ownership: 88.52%89.9% (+1.4%)

5% less first-time investments, than exits

New positions opened: 128 | Existing positions closed: 135

6% less repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 271

3% less funds holding

Funds holding: 770745 (-25)

13% less capital invested

Capital invested by funds: $21.8B → $18.9B (-$2.9B)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
745
Holders Change
-25
Holders Change %
-3.25%
% of All Funds
9.07%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.06%
New
128
Increased
255
Reduced
271
Closed
135
Calls
$362M
Puts
$267M
Net Calls
+$94.8M
Net Calls Change
+$50.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
601
Cary Street Partners Investment Advisory
Virginia
$33.3K +$34.4K +83 New
HI
602
Harbour Investments
Wisconsin
$30.9K -$210K -508 -87%
WIM
603
Westside Investment Management
California
$30.7K +$2.48K +6 +8%
TRCT
604
Tower Research Capital (TRC)
New York
$30.5K -$498K -1,203 -94%
SIC
605
SJS Investment Consulting
Ohio
$28.9K +$29.4K +71 +7,100%
HBW
606
Hazlett, Burt & Watson
West Virginia
$25K -$19.1K -46 -42%
TC
607
Truvestments Capital
Florida
$24.9K
SL
608
Salomon & Ludwin
Virginia
$23.5K +$16.6K +40 +182%
WTC
609
WhitTier Trust Company
Nevada
$23.4K -$9.11K -22 -27%
TWD
610
True Wealth Design
Ohio
$23.3K -$10.4K -25 -30%
AF
611
Advisornet Financial
Minnesota
$22.1K -$20.3K -49 -47%
MPWT
612
MassMutual Private Wealth & Trust
Connecticut
$21.7K -$828 -2 -4%
ZBNA
613
Zions Bancorporation, National Association
Utah
$21.7K +$15.7K +38 +238%
NEWAS
614
N.E.W. Advisory Services
Wisconsin
$21.3K -$2.48K -6 -10%
PFBT
615
Parkside Financial Bank & Trust
Missouri
$20.9K -$9.11K -22 -30%
BCWM
616
Bartlett & Co Wealth Management
Ohio
$20.5K -$42.3K -102 -67%
BOJHT
617
Bank of Jackson Hole Trust
Wyoming
$20.1K
PWA
618
Physician Wealth Advisors
Utah
$20.1K +$14.5K +35 +233%
GFA
619
Godfrey Financial Associates
New York
$20.1K +$20.7K +50 New
GAG
620
Goodman Advisory Group
Massachusetts
$19.7K
LI
621
LRI Investments
Florida
$18.5K -$828 -2 -4%
OP
622
ORG Partners
Indiana
$18.5K +$4.14K +10 +28%
WA
623
WPG Advisers
Maryland
$18.1K -$5.8K -14 -24%
BIA
624
Bell Investment Advisors
California
$18.1K +$1.24K +3 +7%
CAM
625
Close Asset Management
United Kingdom
$17K