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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
SWM
626
SHP Wealth Management
Massachusetts
$16.7K +$17.4K +42 New
PWS
627
Peterson Wealth Services
Utah
$16.5K -$1.54M -3,720 -99%
MA
628
MCF Advisors
Kentucky
$16.1K
RIAS
629
Rachor Investment Advisory Services
Michigan
$15.7K +$16.2K +39 New
APW
630
Aventura Private Wealth
Florida
$15.2K -$53.9K -130 -77%
TCM
631
TD Capital Management
Tennessee
$15.2K
ST
632
Smithfield Trust
Pennsylvania
$15K
TPBG
633
Turning Point Benefit Group
Maryland
$14.4K -$8.29K -20 -36%
EI
634
EFG International
$13.6K +$14.1K +34 New
LAS
635
Lloyd Advisory Services
Georgia
$13.2K +$13.7K +33 New
IAIM
636
International Assets Investment Management
Florida
$12.4K +$12.8K +31 New
AIP
637
Ameritas Investment Partners
Nebraska
$12K
B
638
Birchbrook
Maine
$12K
NFSG
639
Newbridge Financial Services Group
Florida
$12K
RBI
640
Raiffeisen Bank International
Austria
$11.8K -$443K -1,070 -97%
GSWM
641
Golden State Wealth Management
California
$11.6K -$22K -53 -65%
MAM
642
Marquette Asset Management
Minnesota
$11.2K +$7.46K +18 +180%
TVWM
643
Tower View Wealth Management
Wisconsin
$10.8K +$11.2K +27 New
CAL
644
Capital Advisors Ltd
Ohio
$10K +$3.31K +8 +50%
PWAM
645
Private Wealth Asset Management
Iowa
$9.63K
CT
646
Colonial Trust
South Carolina
$8.83K -$2.07K -5 -19%
HPC
647
HM Payson & Co
Maine
$8.43K +$8.7K +21 New
SWM
648
Spire Wealth Management
Virginia
$8.43K -$2.9K -7 -25%
SA
649
SRH Advisors
Kansas
$8.43K
CWM
650
Copia Wealth Management
Oregon
$8.43K +$1.66K +4 +24%