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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
BI
726
Binnacle Investments
Iowa
$5.57K
RWA
727
Redmont Wealth Advisors
Illinois
$5.57K +$5.86K +10 New
FC
728
Fairscale Capital
New Hampshire
$5.2K +$5.86K +10 New
CFD
729
Creative Financial Designs
Indiana
$5.01K -$586 -1 -10%
LFASL
730
Lugano Financial Advisors SA (LFA)
Switzerland
$5.01K +$5.27K +9 New
AP
731
Aspect Partners
Virginia
$4.45K
SO
732
Sierra Ocean
California
$4.45K +$1.17K +2 +33%
TIM
733
Total Investment Management
Arizona
$4.45K +$4.68K +8 New
WB
734
Webster Bank
Connecticut
$4.45K +$4.68K +8 New
AWM
735
Abound Wealth Management
Tennessee
$3.9K
PWMG
736
Prestige Wealth Management Group
New Jersey
$3.9K +$1.76K +3 +75%
CIAS
737
CBIZ Investment Advisory Services
Ohio
$3.9K -$14.1K -24 -77%
CAWM
738
Capital A Wealth Management
Pennsylvania
$3.48K -$7.03K -12 -67%
BCMLT
739
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.34K -$10.5K -18 -75%
S
740
Sachetta
Massachusetts
$3.34K -$2.34K -4 -40%
JWA
741
JFS Wealth Advisors
Pennsylvania
$3.34K -$1.76K -3 -33%
SC
742
Stephens Consulting
Michigan
$3.34K +$586 +1 +20%
AA
743
Addison Advisors
Vermont
$3.34K +$2.34K +4 +200%
AWM
744
Activest Wealth Management
Florida
$3.34K +$3.51K +6 New
FPF
745
First Pacific Financial
Washington
$3.34K +$3.51K +6 New
CFFP
746
Center for Financial Planning
Michigan
$2.78K
KG
747
Kilter Group
New York
$2.78K +$2.93K +5 New
NWM
748
Nova Wealth Management
Florida
$2.7K +$2.93K +5 New
HT
749
Headlands Technologies
Illinois
$2.23K -$34K -58 -94%
BCM
750
Blume Capital Management
California
$2.23K

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.