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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
GAG
651
Goodman Advisory Group
Massachusetts
$22.9K
LI
652
LRI Investments
Florida
$22.5K -$47.8K -95 -66%
CAM
653
Close Asset Management
United Kingdom
$20K -$15.1K -30 -41%
BIA
654
Bell Investment Advisors
California
$19.6K -$1.01K -2 -5%
MA
655
MCF Advisors
Kentucky
$18.7K
TCM
656
TD Capital Management
Tennessee
$17.8K
HFS
657
Hantz Financial Services
Michigan
$17K -$13.1K -26 -42%
ST
658
Smithfield Trust
Pennsylvania
$17K
OP
659
ORG Partners
Indiana
$16.8K +$5.53K +11 +44%
GLF
660
Groupe la Francaise
France
$15.5K -$3.13M -6,219 -99%
AIP
661
Ameritas Investment Partners
Nebraska
$14K
B
662
Birchbrook
Maine
$14K
NFSG
663
Newbridge Financial Services Group
Florida
$14K
PG
664
Proffitt & Goodson
Tennessee
$13.6K +$14.6K +29 New
SWM
665
Spire Wealth Management
Virginia
$13.1K -$34.7K -69 -71%
FFO
666
Fortitude Family Office
Arizona
$13.1K -$503 -1 -3%
CT
667
Colonial Trust
South Carolina
$12.6K -$503 -1 -4%
AAS
668
Ameritas Advisory Services
Nebraska
$12.2K -$128K -255 -91%
PWMG
669
Private Wealth Management Group
New Jersey
$12.2K -$503 -1 -4%
BCM
670
Berbice Capital Management
New York
$11.7K
BWL
671
Bogart Wealth LLC
Virginia
$11.7K +$503 +1 +4%
PWAM
672
Private Wealth Asset Management
Iowa
$11.2K
AG
673
AmeriFlex Group
Nevada
$10.3K +$11.1K +22 New
HWA
674
Heartwood Wealth Advisors
Virginia
$10.3K +$11.1K +22 New
TWC
675
TD Waterhouse Canada
Ontario, Canada
$10.1K -$11.6K -23 -50%