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HubSpot

778 hedge funds and large institutions have $26.4B invested in HubSpot in 2025 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 309 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: $ → $

5% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 100

1.32% less ownership

Funds ownership: 91.32%90.01% (-1.3%)

2% less funds holding

Funds holding: 793778 (-15)

Holders
778
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
BL
701
BFSG LLC
California
$8.91K
CWP
702
Concord Wealth Partners
Virginia
$8.91K
GXJ
703
Global X Japan
Japan
$8.35K
CPG
704
Cornerstone Planning Group
New Jersey
$7.88K
CWM
705
Copia Wealth Management
Oregon
$7.79K
GC
706
GFG Capital
Florida
$7.79K
GIA
707
GHP Investment Advisors
Colorado
$7.24K
TPCW
708
TD Private Client Wealth
New York
$6.68K
TLA
709
Tanglewood Legacy Advisors
Texas
$6.68K
IWM
710
Inlight Wealth Management
Georgia
$6.12K
SIS
711
Sound Income Strategies
Florida
$6.12K
OAJ
712
Ogorek Anthony Joseph
New York
$6K
CAL
713
Capital Analysts LLC
Pennsylvania
$6K
AW
714
Avion Wealth
Texas
$6K
TFA
715
Toth Financial Advisory
Virginia
$5.57K
CA
716
CoreCap Advisors
Michigan
$5.57K
BCH
717
Berkshire Capital Holdings
California
$5.57K
BI
718
Binnacle Investments
Iowa
$5.57K
RWA
719
Redmont Wealth Advisors
Illinois
$5.57K
FC
720
Fairscale Capital
New Hampshire
$5.2K
CFD
721
Creative Financial Designs
Indiana
$5.01K
LFASL
722
Lugano Financial Advisors SA (LFA)
Switzerland
$5.01K
AP
723
Aspect Partners
Virginia
$4.45K
SO
724
Sierra Ocean
California
$4.45K
TIM
725
Total Investment Management
Arizona
$4.45K