HUBS icon

HubSpot

754 hedge funds and large institutions have $21.7B invested in HubSpot in 2025 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 281 increasing their positions, 255 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
754
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$388M
Puts
$344M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
651
Newbridge Financial Services Group
Florida
$14K
PG
652
Proffitt & Goodson
Tennessee
$13.6K
SWM
653
Spire Wealth Management
Virginia
$13.1K
FFO
654
Fortitude Family Office
Arizona
$13.1K
CT
655
Colonial Trust
South Carolina
$12.6K
AAS
656
Ameritas Advisory Services
Nebraska
$12.2K
PWMG
657
Private Wealth Management Group
New Jersey
$12.2K
BCM
658
Berbice Capital Management
New York
$11.7K
BWL
659
Bogart Wealth LLC
Virginia
$11.7K
PWAM
660
Private Wealth Asset Management
Iowa
$11.2K
HWA
661
Heartwood Wealth Advisors
Virginia
$10.3K
AG
662
AmeriFlex Group
Nevada
$10.3K
TWC
663
TD Waterhouse Canada
Ontario, Canada
$10.1K
SL
664
Salomon & Ludwin
Virginia
$9.94K
SA
665
SRH Advisors
Kansas
$9.82K
VEA
666
Virtus ETF Advisers
New York
$9.36K
PC
667
Promus Capital
Illinois
$9.36K
LFG
668
Larson Financial Group
Missouri
$8.89K
HWM
669
Hemington Wealth Management
Virginia
$8K
GBT
670
Grove Bank & Trust
Florida
$7.95K
CWM
671
Copia Wealth Management
Oregon
$7.95K
Kayne Anderson Rudnick Investment Management
672
Kayne Anderson Rudnick Investment Management
California
$7.51K
SC
673
SouthState Corp
Florida
$7.49K
ZBNA
674
Zions Bancorporation, National Association
Utah
$7.49K
BL
675
BFSG LLC
California
$7.49K