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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
TFA
701
Transamerica Financial Advisors
Florida
$5.61K +$6.04K +12 New
IWM
702
Inlight Wealth Management
Georgia
$5.15K
CAL
703
Capital Analysts LLC
Pennsylvania
$5K
OAJ
704
Ogorek Anthony Joseph
New York
$5K
SIS
705
Sound Income Strategies
Florida
$4.98K
AF
706
Alerus Financial
North Dakota
$4.68K -$4.53K -9 -47%
BCH
707
Berkshire Capital Holdings
California
$4.68K
BI
708
Binnacle Investments
Iowa
$4.68K
CA
709
CoreCap Advisors
Michigan
$4.68K
FC
710
Fairscale Capital
New Hampshire
$4.68K
RWA
711
Redmont Wealth Advisors
Illinois
$4.68K
TFA
712
Toth Financial Advisory
Virginia
$4.68K
S
713
Sachetta
Massachusetts
$4.68K +$2.01K +4 +67%
MAM
714
Marquette Asset Management
Minnesota
$4.68K +$5.03K +10 New
CFD
715
Creative Financial Designs
Indiana
$4.21K
HHGA
716
Halbert Hargrove Global Advisors
California
$3.74K +$4.03K +8 New
TPCW
717
TD Private Client Wealth
New York
$3.74K -$2.01K -4 -33%
WB
718
Webster Bank
Connecticut
$3.74K
AWM
719
Abound Wealth Management
Tennessee
$3.27K
PWMG
720
Prestige Wealth Management Group
New Jersey
$3.27K
AW
721
Avion Wealth
Texas
$3K -$2.52K -5 -42%
AA
722
Addison Advisors
Vermont
$2.81K
JWA
723
JFS Wealth Advisors
Pennsylvania
$2.81K
GFWA
724
Grey Fox Wealth Advisors
Delaware
$2.81K +$3.02K +6 New
GA
725
Guerra Advisors
Florida
$2.81K +$3.02K +6 New