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HubSpot

733 hedge funds and large institutions have $18.8B invested in HubSpot in 2025 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 254 increasing their positions, 267 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

10% less first-time investments, than exits

New positions opened: 122 | Existing positions closed: 136

13% less capital invested

Capital invested by funds: $21.7B → $18.8B (-$2.91B)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
733
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$362M
Puts
$267M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WW
701
Winnow Wealth
Texas
$1.21K
CTC
702
Central Trust Company
Missouri
$1.2K
AA
703
Ancora Advisors
Ohio
$1.2K
NRG
704
Nemes Rush Group
Michigan
$1.2K
OC
705
Optima Capital
Oregon
$1.2K
CFM
706
Cornerstone Financial Management
Massachusetts
$1.2K
AW
707
Avion Wealth
Texas
$1K
CPG
708
Cornerstone Planning Group
New Jersey
$951
NL
709
NVWM LLC
Pennsylvania
$803
PWMG
710
Private Wealth Management Group
New Jersey
$803
CFB
711
Cullen/Frost Bankers
Texas
$803
TPCW
712
TD Private Client Wealth
New York
$803
FNWA
713
Financial Network Wealth Advisors
Utah
$803
FCAS
714
First Command Advisory Services
Texas
$803
DF
715
DecisionPoint Financial
Arizona
$803
WAG
716
Wiser Advisor Group
Arizona
$803
WWA
717
Wealth Watch Advisors
Colorado
$803
QWM
718
Quaker Wealth Management
New Jersey
$803
WA
719
Whipplewood Advisors
Colorado
$803
SGK
720
Steigerwald Gordon & Koch
Virginia
$803
SHIM
721
Stone House Investment Management
Pennsylvania
$803
NS
722
NBC Securities
Alabama
$802
RWM
723
Rialto Wealth Management
New York
$402
AGWCA
724
Annis Gardner Whiting Capital Advisors
Florida
$402
ACA
725
American Capital Advisory
Idaho
$402