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HubSpot

733 hedge funds and large institutions have $18.8B invested in HubSpot in 2025 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 254 increasing their positions, 267 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

10% less first-time investments, than exits

New positions opened: 122 | Existing positions closed: 136

13% less capital invested

Capital invested by funds: $21.7B → $18.8B (-$2.91B)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
733
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$362M
Puts
$267M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WB
676
Webster Bank
Connecticut
$3.21K
CH
677
Cromwell Holdings
Wyoming
$3.21K
CAL
678
Capital Analysts LLC
Pennsylvania
$3K
AWM
679
Abound Wealth Management
Tennessee
$2.81K
NSIM
680
North Star Investment Management
Illinois
$2.81K
SRCM
681
Signature Resources Capital Management
California
$2.81K
RF
682
Rossby Financial
Florida
$2.41K
PWA
683
Principia Wealth Advisory
Texas
$2.41K
CIAS
684
CBIZ Investment Advisory Services
Ohio
$2.41K
IBOK
685
Independence Bank of Kentucky
Kentucky
$2.41K
PPC
686
Park Place Capital
Alabama
$2.41K
FFO
687
Fortitude Family Office
Arizona
$2.01K
UB
688
UMB Bank
Missouri
$2.01K
CFFP
689
Center for Financial Planning
Michigan
$2.01K
SC
690
Stephens Consulting
Michigan
$2.01K
LWM
691
Lodestone Wealth Management
Washington
$2.01K
SC
692
Swan Capital
Florida
$2.01K
VNA
693
Valley National Advisers
Pennsylvania
$2K
BCM
694
Blume Capital Management
California
$1.61K
MHR
695
Matthew Hamilton Rosenberg
$1.6K
GWS
696
Greykasell Wealth Strategies
California
$1.6K
AP
697
Aspect Partners
Virginia
$1.6K
GWM
698
Geneos Wealth Management
Colorado
$1.6K
SVWA
699
Sarver Vrooman Wealth Advisors
Missouri
$1.6K
ECA
700
Elevated Capital Advisors
Utah
$1.6K