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HubSpot
HUBS

Overview Fund Activity

774 hedge funds and large institutions have $26.4B invested in HubSpot in 2025 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 308 increasing their positions, 271 reducing their positions, and 101 closing their positions.

Holders
774
Holders Change
-19
Holders Change %
-2.4%
% of All Funds
10.39%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
94
Increased
308
Reduced
271
Closed
101
Calls
$374M
Puts
$242M
Net Calls
+$132M
Net Calls Change
+$24.1M

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$442M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$542M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.02B
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$168M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$241M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.29B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$2.3B
3
Invesco
3
Invesco
Georgia
$170M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$117M
5
AM
5
AGF Management
Ontario, Canada
$503K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
726
CBIZ Investment Advisory Services
Ohio
$3.9K -$13.4K -24 -77%
BCMLT
727
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.34K -$10K -18 -75%
S
728
Sachetta
Massachusetts
$3.34K -$2.23K -4 -40%
JWA
729
JFS Wealth Advisors
Pennsylvania
$3.34K -$1.67K -3 -33%
SC
730
Stephens Consulting
Michigan
$3.34K +$557 +1 +20%
AA
731
Addison Advisors
Vermont
$3.34K +$2.23K +4 +200%
AWM
732
Activest Wealth Management
Florida
$3.34K +$3.34K +6 New
FPF
733
First Pacific Financial
Washington
$3.34K +$3.34K +6 New
CFFP
734
Center for Financial Planning
Michigan
$2.78K – – –
KG
735
Kilter Group
New York
$2.78K +$2.78K +5 New
NWM
736
Nova Wealth Management
Florida
$2.7K +$2.7K +5 New
HT
737
Headlands Technologies
Illinois
$2.23K -$32.3K -58 -94%
BCM
738
Blume Capital Management
California
$2.23K – – –
FWM
739
FSA Wealth Management
Massachusetts
$2.23K – – –
MHR
740
Matthew Hamilton Rosenberg
$2.23K – – –
RF
741
Rossby Financial
Florida
$2.23K +$2.23K +4 New
W
742
WealthCollab
Washington
$1.67K – – –
CTC
743
Central Trust Company
Missouri
$1.67K – – –
RIL
744
Rothschild Investment LLC
Illinois
$1.67K +$557 +1 +50%
PWA
745
Principia Wealth Advisory
Texas
$1.67K +$1.11K +2 +200%
TIM
746
Tortoise Investment Management
New York
$1.67K +$1.67K +3 New
KWM
747
Kiker Wealth Management
Georgia
$1.67K +$1.67K +3 New
DF
748
DecisionPoint Financial
Arizona
$1.12K +$1.12K +2 New
DWM
749
Dogwood Wealth Management
Kansas
$1.12K +$1.12K +2 New
PWA
750
Physician Wealth Advisors
Utah
$1.11K -$557 -1 -33%
28 29
30
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