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HubSpot

782 hedge funds and large institutions have $26.4B invested in HubSpot in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 311 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: $ → $

4% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 100

1.08% less ownership

Funds ownership: 91.37%90.3% (-1.1%)

2% less funds holding

Funds holding: 796782 (-14)

Holders
782
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
GBT
676
Grove Bank & Trust
Florida
$22.3K
TCM
677
TD Capital Management
Tennessee
$21.2K
ST
678
Smithfield Trust
Pennsylvania
$21K
SC
679
SouthState Corp
Florida
$20.6K
BFP
680
Briaud Financial Planning
Texas
$19K
CIAM
681
Caitong International Asset Management
Hong Kong
$18.9K
FGC
682
Financial Gravity Companies
Texas
$17.8K
B
683
Birchbrook
Maine
$16.7K
AIP
684
Ameritas Investment Partners
Nebraska
$16.7K
NFSG
685
Newbridge Financial Services Group
Florida
$16.7K
FFO
686
Fortitude Family Office
Arizona
$16.1K
LFA
687
LGT Financial Advisors
Texas
$15.6K
CT
688
Colonial Trust
South Carolina
$15.4K
PWMG
689
Private Wealth Management Group
New Jersey
$15K
TVWM
690
Tower View Wealth Management
Wisconsin
$15K
CFB
691
Cullen/Frost Bankers
Texas
$15K
CAL
692
Capital Advisors Ltd
Ohio
$15K
OP
693
ORG Partners
Indiana
$13.9K
BCM
694
Berbice Capital Management
New York
$13.9K
PWAM
695
Private Wealth Asset Management
Iowa
$13.4K
BWL
696
Bogart Wealth LLC
Virginia
$13.4K
MCM
697
MV Capital Management
Maryland
$12.2K
SA
698
SRH Advisors
Kansas
$11.7K
Kayne Anderson Rudnick Investment Management
699
Kayne Anderson Rudnick Investment Management
California
$10.6K
AF
700
Alerus Financial
North Dakota
$10.6K