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HubSpot

768 hedge funds and large institutions have $21.7B invested in HubSpot in 2025 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 288 increasing their positions, 262 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
768
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$388M
Puts
$344M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OAJ
701
Ogorek Anthony Joseph
New York
$5K
CAL
702
Capital Analysts LLC
Pennsylvania
$5K
SIS
703
Sound Income Strategies
Florida
$4.98K
AF
704
Alerus Financial
North Dakota
$4.68K
BCH
705
Berkshire Capital Holdings
California
$4.68K
RWA
706
Redmont Wealth Advisors
Illinois
$4.68K
BI
707
Binnacle Investments
Iowa
$4.68K
TFA
708
Toth Financial Advisory
Virginia
$4.68K
CA
709
CoreCap Advisors
Michigan
$4.68K
FC
710
Fairscale Capital
New Hampshire
$4.68K
S
711
Sachetta
Massachusetts
$4.68K
MAM
712
Marquette Asset Management
Minnesota
$4.68K
CFD
713
Creative Financial Designs
Indiana
$4.21K
HHGA
714
Halbert Hargrove Global Advisors
California
$3.74K
TPCW
715
TD Private Client Wealth
New York
$3.74K
WB
716
Webster Bank
Connecticut
$3.74K
PWMG
717
Prestige Wealth Management Group
New Jersey
$3.27K
AWM
718
Abound Wealth Management
Tennessee
$3.27K
AW
719
Avion Wealth
Texas
$3K
JWA
720
JFS Wealth Advisors
Pennsylvania
$2.81K
AA
721
Addison Advisors
Vermont
$2.81K
GA
722
Guerra Advisors
Florida
$2.81K
GFWA
723
Grey Fox Wealth Advisors
Delaware
$2.81K
SC
724
Stephens Consulting
Michigan
$2.34K
CFFP
725
Center for Financial Planning
Michigan
$2.34K