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HubSpot

787 hedge funds and large institutions have $26.5B invested in HubSpot in 2025 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 313 increasing their positions, 275 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $374M | Put options by funds: $242M

14% more repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 275

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

4% less capital invested

Capital invested by funds: $27.4B → $26.5B (-$968M)

7% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 102

1.99% less ownership

Funds ownership: 92.37%90.38% (-2%)

2% less funds holding

Funds holding: 804787 (-17)

Holders
787
Holders Change
-17
Holders Change %
-2.11%
% of All Funds
10.36%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
95
Increased
313
Reduced
275
Closed
102
Calls
$374M
Puts
$242M
Net Calls
+$132M
Net Calls Change
+$24.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
701
MV Capital Management
Maryland
$12.2K -$1.17K -2 -8%
SA
702
SRH Advisors
Kansas
$11.7K
Kayne Anderson Rudnick Investment Management
703
Kayne Anderson Rudnick Investment Management
California
$10.6K +$1.76K +3 +19%
AF
704
Alerus Financial
North Dakota
$10.6K +$11.1K +19 New
WA
705
Whipplewood Advisors
Colorado
$10K -$2.93K -5 -22%
ZBNA
706
Zions Bancorporation, National Association
Utah
$10K
MYIA
707
Mount Yale Investment Advisors
Colorado
$10K +$10.5K +18 New
HWM
708
Hemington Wealth Management
Virginia
$10K
BL
709
BFSG LLC
California
$8.91K
CWP
710
Concord Wealth Partners
Virginia
$8.91K
GXJ
711
Global X Japan
Japan
$8.35K -$4.1K -7 -32%
CPG
712
Cornerstone Planning Group
New Jersey
$7.88K -$586 -1 -6%
CWM
713
Copia Wealth Management
Oregon
$7.79K +$1.76K +3 +27%
GC
714
GFG Capital
Florida
$7.79K +$8.2K +14 New
GIA
715
GHP Investment Advisors
Colorado
$7.24K
TPCW
716
TD Private Client Wealth
New York
$6.68K -$787K -1,344 -99%
TLA
717
Tanglewood Legacy Advisors
Texas
$6.68K
IWM
718
Inlight Wealth Management
Georgia
$6.12K
SIS
719
Sound Income Strategies
Florida
$6.12K
CAL
720
Capital Analysts LLC
Pennsylvania
$6K
OAJ
721
Ogorek Anthony Joseph
New York
$6K
AW
722
Avion Wealth
Texas
$6K +$4.1K +7 +140%
TFA
723
Toth Financial Advisory
Virginia
$5.57K
CA
724
CoreCap Advisors
Michigan
$5.57K -$1.17K -2 -17%
BCH
725
Berkshire Capital Holdings
California
$5.57K

HUBS Hedge Fund Activity: Q2 2025 in Review

787 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q2 2025, worth a combined $26.5B — down 3.5% from $27.4B a quarter earlier.

Sellers outnumbered buyers: 102 funds closed out of HUBS and 95 opened new positions — a net loss of 7 holders — while 275 trimmed existing stakes and 313 added.

The largest buyer was Jennison Associates, adding an estimated $394M. The largest seller was Fidelity Investments, cutting an estimated $838M.

  • 787 institutional investors held HubSpot (HUBS) as of Q2 2025, down from 804 in Q1 2025.
  • Funds reported $26.5B of HubSpot stock for Q2 2025, down 3.5% quarter-over-quarter.
  • 95 funds opened new HubSpot positions in Q2 2025 and 102 closed out, a net change of -7 holders.
  • The largest HubSpot buyer in Q2 2025 was Jennison Associates, an estimated $394M added.
  • The largest HubSpot seller in Q2 2025 was Fidelity Investments, an estimated $838M sold.

Based on aggregated 13F filings for Q2 2025.