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HubSpot

787 hedge funds and large institutions have $26.5B invested in HubSpot in 2025 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 313 increasing their positions, 275 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $374M | Put options by funds: $242M

14% more repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 275

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

4% less capital invested

Capital invested by funds: $27.4B → $26.5B (-$968M)

7% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 102

1.99% less ownership

Funds ownership: 92.37%90.38% (-2%)

2% less funds holding

Funds holding: 804787 (-17)

Holders
787
Holders Change
-17
Holders Change %
-2.11%
% of All Funds
10.36%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
95
Increased
313
Reduced
275
Closed
102
Calls
$374M
Puts
$242M
Net Calls
+$132M
Net Calls Change
+$24.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
676
Meeder Asset Management
Ohio
$25K +$1.17K +2 +5%
BIA
677
Bell Investment Advisors
California
$24.5K
WIM
678
Westside Investment Management
California
$22.9K +$19.3K +33 +413%
MA
679
MCF Advisors
Kentucky
$22.3K
GBT
680
Grove Bank & Trust
Florida
$22.3K +$9.96K +17 +74%
TCM
681
TD Capital Management
Tennessee
$21.2K +$22.3K +38 New
ST
682
Smithfield Trust
Pennsylvania
$21K
SC
683
SouthState Corp
Florida
$20.6K -$1.17K -2 -5%
BFP
684
Briaud Financial Planning
Texas
$19K +$20.5K +35 New
CIAM
685
Caitong International Asset Management
Hong Kong
$18.9K -$43.3K -74 -69%
FGC
686
Financial Gravity Companies
Texas
$17.8K +$18.7K +32 New
AIP
687
Ameritas Investment Partners
Nebraska
$16.7K
B
688
Birchbrook
Maine
$16.7K
NFSG
689
Newbridge Financial Services Group
Florida
$16.7K
FFO
690
Fortitude Family Office
Arizona
$16.1K +$1.17K +2 +7%
LFA
691
LGT Financial Advisors
Texas
$15.6K +$16.4K +28 New
CT
692
Colonial Trust
South Carolina
$15.4K -$586 -1 -3%
PWMG
693
Private Wealth Management Group
New Jersey
$15K
TVWM
694
Tower View Wealth Management
Wisconsin
$15K
CFB
695
Cullen/Frost Bankers
Texas
$15K -$19.3K -33 -55%
CAL
696
Capital Advisors Ltd
Ohio
$15K +$5.86K +10 +59%
OP
697
ORG Partners
Indiana
$13.9K -$4.1K -7 -22%
BCM
698
Berbice Capital Management
New York
$13.9K +$8.79K +15 +150%
BWL
699
Bogart Wealth LLC
Virginia
$13.4K -$586 -1 -4%
PWAM
700
Private Wealth Asset Management
Iowa
$13.4K -$586 -1 -4%

HUBS Hedge Fund Activity: Q2 2025 in Review

787 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q2 2025, worth a combined $26.5B — down 3.5% from $27.4B a quarter earlier.

Sellers outnumbered buyers: 102 funds closed out of HUBS and 95 opened new positions — a net loss of 7 holders — while 275 trimmed existing stakes and 313 added.

The largest buyer was Jennison Associates, adding an estimated $394M. The largest seller was Fidelity Investments, cutting an estimated $838M.

  • 787 institutional investors held HubSpot (HUBS) as of Q2 2025, down from 804 in Q1 2025.
  • Funds reported $26.5B of HubSpot stock for Q2 2025, down 3.5% quarter-over-quarter.
  • 95 funds opened new HubSpot positions in Q2 2025 and 102 closed out, a net change of -7 holders.
  • The largest HubSpot buyer in Q2 2025 was Jennison Associates, an estimated $394M added.
  • The largest HubSpot seller in Q2 2025 was Fidelity Investments, an estimated $838M sold.

Based on aggregated 13F filings for Q2 2025.