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HubSpot

770 hedge funds and large institutions have $21.8B invested in HubSpot in 2025 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 289 increasing their positions, 263 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

13% more call options, than puts

Call options by funds: $388M | Put options by funds: $344M

10% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 263

7% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 119

1.86% less ownership

Funds ownership: 90.38%88.52% (-1.9%)

2% less funds holding

Funds holding: 787770 (-17)

18% less capital invested

Capital invested by funds: $26.5B → $21.8B (-$4.72B)

Holders
770
Holders Change
-17
Holders Change %
-2.16%
% of All Funds
10.11%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
111
Increased
289
Reduced
263
Closed
119
Calls
$388M
Puts
$344M
Net Calls
+$44.4M
Net Calls Change
-$87.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SL
676
Salomon & Ludwin
Virginia
$9.94K +$11.1K +22 New
SA
677
SRH Advisors
Kansas
$9.82K
VEA
678
Virtus ETF Advisers
New York
$9.36K -$90.6K -180 -90%
PC
679
Promus Capital
Illinois
$9.36K +$10.1K +20 New
LFG
680
Larson Financial Group
Missouri
$8.89K -$101K -200 -91%
HWM
681
Hemington Wealth Management
Virginia
$8K
GBT
682
Grove Bank & Trust
Florida
$7.95K -$11.6K -23 -58%
CWM
683
Copia Wealth Management
Oregon
$7.95K +$1.51K +3 +21%
Kayne Anderson Rudnick Investment Management
684
Kayne Anderson Rudnick Investment Management
California
$7.51K -$1.51K -3 -16%
SC
685
SouthState Corp
Florida
$7.49K -$10.6K -21 -57%
ZBNA
686
Zions Bancorporation, National Association
Utah
$7.49K -$1.01K -2 -11%
BL
687
BFSG LLC
California
$7.49K
CWP
688
Concord Wealth Partners
Virginia
$7.49K
EPAM
689
Evelyn Partners Asset Management
$7.49K +$8.05K +16 New
CHC
690
City Holding Co
West Virginia
$7.48K +$8.05K +16 New
GXJ
691
Global X Japan
Japan
$7.02K
W
692
WealthCollab
Washington
$7.02K +$6.04K +12 +400%
PWA
693
Physician Wealth Advisors
Utah
$7.02K +$6.54K +13 +650%
CAL
694
Capital Advisors Ltd
Ohio
$7K -$5.53K -11 -41%
CFB
695
Cullen/Frost Bankers
Texas
$6.55K -$6.54K -13 -48%
GIA
696
GHP Investment Advisors
Colorado
$6.08K
JWM
697
JPL Wealth Management
Colorado
$6.08K +$6.54K +13 New
CPG
698
Cornerstone Planning Group
New Jersey
$5.73K -$2.01K -4 -25%
MCM
699
Manchester Capital Management
Vermont
$5.61K -$72.9K -145 -92%
TLA
700
Tanglewood Legacy Advisors
Texas
$5.61K