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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
WA
701
Whipplewood Advisors
Colorado
$10K
ZBNA
702
Zions Bancorporation, National Association
Utah
$10K
MYIA
703
Mount Yale Investment Advisors
Colorado
$10K
HWM
704
Hemington Wealth Management
Virginia
$10K
BL
705
BFSG LLC
California
$8.91K
CWP
706
Concord Wealth Partners
Virginia
$8.91K
GXJ
707
Global X Japan
Japan
$8.35K
CPG
708
Cornerstone Planning Group
New Jersey
$7.88K
CWM
709
Copia Wealth Management
Oregon
$7.79K
GC
710
GFG Capital
Florida
$7.79K
GIA
711
GHP Investment Advisors
Colorado
$7.24K
TPCW
712
TD Private Client Wealth
New York
$6.68K
TLA
713
Tanglewood Legacy Advisors
Texas
$6.68K
IWM
714
Inlight Wealth Management
Georgia
$6.12K
SIS
715
Sound Income Strategies
Florida
$6.12K
OAJ
716
Ogorek Anthony Joseph
New York
$6K
CAL
717
Capital Analysts LLC
Pennsylvania
$6K
AW
718
Avion Wealth
Texas
$6K
TFA
719
Toth Financial Advisory
Virginia
$5.57K
CA
720
CoreCap Advisors
Michigan
$5.57K
BCH
721
Berkshire Capital Holdings
California
$5.57K
BI
722
Binnacle Investments
Iowa
$5.57K
RWA
723
Redmont Wealth Advisors
Illinois
$5.57K
FC
724
Fairscale Capital
New Hampshire
$5.2K
CFD
725
Creative Financial Designs
Indiana
$5.01K