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HubSpot
HUBS

Overview Fund Activity

774 hedge funds and large institutions have $26.4B invested in HubSpot in 2025 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 308 increasing their positions, 271 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
-19
Holders Change %
-2.4%
% of All Funds
10.39%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
94
Increased
308
Reduced
271
Closed
101
Calls
$374M
Puts
$242M
Net Calls
+$132M
Net Calls Change
+$24.1M

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$442M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$542M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.02B
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$168M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$241M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.29B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$2.3B
3
Invesco
3
Invesco
Georgia
$170M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$117M
5
AM
5
AGF Management
Ontario, Canada
$503K
Name Holding Trade Value Shares
Change 		Shares
Change %
FGC
676
Financial Gravity Companies
Texas
$17.8K +$17.8K +32 New
NFSG
677
Newbridge Financial Services Group
Florida
$16.7K – – –
B
678
Birchbrook
Maine
$16.7K – – –
AIP
679
Ameritas Investment Partners
Nebraska
$16.7K – – –
FFO
680
Fortitude Family Office
Arizona
$16.1K +$1.11K +2 +7%
LFA
681
LGT Financial Advisors
Texas
$15.6K +$15.6K +28 New
CT
682
Colonial Trust
South Carolina
$15.4K -$551 -1 -3%
TVWM
683
Tower View Wealth Management
Wisconsin
$15K – – –
PWMG
684
Private Wealth Management Group
New Jersey
$15K – – –
CFB
685
Cullen/Frost Bankers
Texas
$15K -$18.4K -33 -55%
CAL
686
Capital Advisors Ltd
Ohio
$15K +$5.56K +10 +59%
OP
687
ORG Partners
Indiana
$13.9K -$3.9K -7 -22%
BCM
688
Berbice Capital Management
New York
$13.9K +$8.35K +15 +150%
BWL
689
Bogart Wealth LLC
Virginia
$13.4K -$557 -1 -4%
PWAM
690
Private Wealth Asset Management
Iowa
$13.4K -$557 -1 -4%
MCM
691
MV Capital Management
Maryland
$12.2K -$1.11K -2 -8%
SA
692
SRH Advisors
Kansas
$11.7K – – –
Kayne Anderson Rudnick Investment Management
693
Kayne Anderson Rudnick Investment Management
California
$10.6K +$1.67K +3 +19%
AF
694
Alerus Financial
North Dakota
$10.6K +$10.6K +19 New
WA
695
Whipplewood Advisors
Colorado
$10K -$2.78K -5 -22%
ZBNA
696
Zions Bancorporation, National Association
Utah
$10K – – –
MYIA
697
Mount Yale Investment Advisors
Colorado
$10K +$10K +18 New
HWM
698
Hemington Wealth Management
Virginia
$10K – – –
BL
699
BFSG LLC
California
$8.91K – – –
CWP
700
Concord Wealth Partners
Virginia
$8.91K – – –
26 27
28
29 30