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HubSpot

755 hedge funds and large institutions have $21.7B invested in HubSpot in 2025 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 282 increasing their positions, 255 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
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
CA
701
CoreCap Advisors
Michigan
$4.68K
RWA
702
Redmont Wealth Advisors
Illinois
$4.68K
S
703
Sachetta
Massachusetts
$4.68K
MAM
704
Marquette Asset Management
Minnesota
$4.68K
CFD
705
Creative Financial Designs
Indiana
$4.21K
HHGA
706
Halbert Hargrove Global Advisors
California
$3.74K
TPCW
707
TD Private Client Wealth
New York
$3.74K
WB
708
Webster Bank
Connecticut
$3.74K
AWM
709
Abound Wealth Management
Tennessee
$3.27K
PWMG
710
Prestige Wealth Management Group
New Jersey
$3.27K
AW
711
Avion Wealth
Texas
$3K
JWA
712
JFS Wealth Advisors
Pennsylvania
$2.81K
AA
713
Addison Advisors
Vermont
$2.81K
GFWA
714
Grey Fox Wealth Advisors
Delaware
$2.81K
GA
715
Guerra Advisors
Florida
$2.81K
SC
716
Stephens Consulting
Michigan
$2.34K
CFFP
717
Center for Financial Planning
Michigan
$2.34K
UB
718
UMB Bank
Missouri
$2.34K
NWM
719
Nova Wealth Management
Florida
$2.27K
VNA
720
Valley National Advisers
Pennsylvania
$2K
FPF
721
First Pacific Financial
Washington
$1.87K
BCM
722
Blume Capital Management
California
$1.87K
GWM
723
Geneos Wealth Management
Colorado
$1.87K
AP
724
Aspect Partners
Virginia
$1.87K
FWM
725
FSA Wealth Management
Massachusetts
$1.87K