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HubSpot

778 hedge funds and large institutions have $26.4B invested in HubSpot in 2025 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 309 increasing their positions, 273 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

5% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 100

1.32% less ownership

Funds ownership: 91.32%90.01% (-1.3%)

2% less funds holding

Funds holding: 793778 (-15)

Holders
778
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$374M
Puts
$242M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFP
676
Briaud Financial Planning
Texas
$19K
CIAM
677
Caitong International Asset Management
Hong Kong
$18.9K
FGC
678
Financial Gravity Companies
Texas
$17.8K
NFSG
679
Newbridge Financial Services Group
Florida
$16.7K
AIP
680
Ameritas Investment Partners
Nebraska
$16.7K
B
681
Birchbrook
Maine
$16.7K
FFO
682
Fortitude Family Office
Arizona
$16.1K
LFA
683
LGT Financial Advisors
Texas
$15.6K
CT
684
Colonial Trust
South Carolina
$15.4K
TVWM
685
Tower View Wealth Management
Wisconsin
$15K
PWMG
686
Private Wealth Management Group
New Jersey
$15K
CFB
687
Cullen/Frost Bankers
Texas
$15K
CAL
688
Capital Advisors Ltd
Ohio
$15K
OP
689
ORG Partners
Indiana
$13.9K
BCM
690
Berbice Capital Management
New York
$13.9K
BWL
691
Bogart Wealth LLC
Virginia
$13.4K
PWAM
692
Private Wealth Asset Management
Iowa
$13.4K
MCM
693
MV Capital Management
Maryland
$12.2K
SA
694
SRH Advisors
Kansas
$11.7K
Kayne Anderson Rudnick Investment Management
695
Kayne Anderson Rudnick Investment Management
California
$10.6K
AF
696
Alerus Financial
North Dakota
$10.6K
WA
697
Whipplewood Advisors
Colorado
$10K
ZBNA
698
Zions Bancorporation, National Association
Utah
$10K
MYIA
699
Mount Yale Investment Advisors
Colorado
$10K
HWM
700
Hemington Wealth Management
Virginia
$10K