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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
C
626
Covestor
United Kingdom
$95K +$586 +1 +0.6%
PS
627
Principal Securities
Iowa
$92.4K +$29.3K +50 +43%
HIA
628
Harbor Investment Advisory
Maryland
$89.5K -$8.2K -14 -0%
ATC
629
Adirondack Trust Company
New York
$89.1K
MCM
630
Manchester Capital Management
Vermont
$87.4K +$31.6K +54 +52%
BCWM
631
Bartlett & Co Wealth Management
Ohio
$85.2K
GM
632
GeoWealth Management
Illinois
$84.1K +$7.61K +13 +9%
SIC
633
Salem Investment Counselors
North Carolina
$83.5K -$24.6K -42 -22%
EB
634
Eastern Bank
Massachusetts
$83.5K
GWM
635
Geneos Wealth Management
Colorado
$80.2K -$18.7K -32 -18%
LI
636
LRI Investments
Florida
$79.8K -$8.2K -14 -9%
CI Investments Inc
637
CI Investments Inc
Ontario, Canada
$78K -$43.3K -74 -34%
ADL
638
Asset Dedication LLC
California
$75.7K +$17K +29 +27%
CFO
639
CVA Family Office
Colorado
$72.9K +$2.93K +5 +4%
TWD
640
True Wealth Design
Ohio
$67.9K -$3.51K -6 -5%
Pacer Advisors
641
Pacer Advisors
Pennsylvania
$65.7K +$68.5K +117 +11,700%
HBW
642
Hazlett, Burt & Watson
West Virginia
$62K -$5.86K -10 -8%
TRCT
643
Tower Research Capital (TRC)
New York
$61.8K +$45.1K +77 +226%
MPWT
644
MassMutual Private Wealth & Trust
Connecticut
$60.1K +$42.8K +73 +209%
MA
645
Montag & Associates
Georgia
$57.6K
SOW
646
State of Wyoming
Wyoming
$56.8K +$56.2K +96 +1,600%
GC
647
Garde Capital
Washington
$55.7K
SWM
648
Spire Wealth Management
Virginia
$54K -$199K -339 -78%
WA
649
WPG Advisers
Maryland
$54K -$4.1K -7 -7%
AF
650
Advisornet Financial
Minnesota
$52.9K -$50.4K -86 -48%

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.