HUBS icon

HubSpot

755 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, 282 increasing their positions, 255 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
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
B
652
Birchbrook
Maine
$14K
PG
653
Proffitt & Goodson
Tennessee
$13.6K
SWM
654
Spire Wealth Management
Virginia
$13.1K
FFO
655
Fortitude Family Office
Arizona
$13.1K
CT
656
Colonial Trust
South Carolina
$12.6K
AAS
657
Ameritas Advisory Services
Nebraska
$12.2K
PWMG
658
Private Wealth Management Group
New Jersey
$12.2K
BCM
659
Berbice Capital Management
New York
$11.7K
BWL
660
Bogart Wealth LLC
Virginia
$11.7K
PWAM
661
Private Wealth Asset Management
Iowa
$11.2K
HWA
662
Heartwood Wealth Advisors
Virginia
$10.3K
AG
663
AmeriFlex Group
Nevada
$10.3K
TWC
664
TD Waterhouse Canada
Ontario, Canada
$10.1K
SL
665
Salomon & Ludwin
Virginia
$9.94K
SA
666
SRH Advisors
Kansas
$9.82K
VEA
667
Virtus ETF Advisers
New York
$9.36K
PC
668
Promus Capital
Illinois
$9.36K
LFG
669
Larson Financial Group
Missouri
$8.89K
HWM
670
Hemington Wealth Management
Virginia
$8K
GBT
671
Grove Bank & Trust
Florida
$7.95K
CWM
672
Copia Wealth Management
Oregon
$7.95K
Kayne Anderson Rudnick Investment Management
673
Kayne Anderson Rudnick Investment Management
California
$7.51K
SC
674
SouthState Corp
Florida
$7.49K
ZBNA
675
Zions Bancorporation, National Association
Utah
$7.49K