HUBS icon

HubSpot

778 hedge funds and large institutions have $26.4B invested in HubSpot in 2025 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 309 increasing their positions, 273 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

5% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 100

1.32% less ownership

Funds ownership: 91.32%90.01% (-1.3%)

2% less funds holding

Funds holding: 793778 (-15)

Holders
778
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$374M
Puts
$242M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WB
726
Webster Bank
Connecticut
$4.45K
AWM
727
Abound Wealth Management
Tennessee
$3.9K
PWMG
728
Prestige Wealth Management Group
New Jersey
$3.9K
CIAS
729
CBIZ Investment Advisory Services
Ohio
$3.9K
CAWM
730
Capital A Wealth Management
Pennsylvania
$3.48K
BCMLT
731
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.34K
S
732
Sachetta
Massachusetts
$3.34K
JWA
733
JFS Wealth Advisors
Pennsylvania
$3.34K
SC
734
Stephens Consulting
Michigan
$3.34K
AA
735
Addison Advisors
Vermont
$3.34K
FPF
736
First Pacific Financial
Washington
$3.34K
AWM
737
Activest Wealth Management
Florida
$3.34K
CFFP
738
Center for Financial Planning
Michigan
$2.78K
KG
739
Kilter Group
New York
$2.78K
NWM
740
Nova Wealth Management
Florida
$2.7K
HT
741
Headlands Technologies
Illinois
$2.23K
MHR
742
Matthew Hamilton Rosenberg
$2.23K
BCM
743
Blume Capital Management
California
$2.23K
FWM
744
FSA Wealth Management
Massachusetts
$2.23K
RF
745
Rossby Financial
Florida
$2.23K
W
746
WealthCollab
Washington
$1.67K
CTC
747
Central Trust Company
Missouri
$1.67K
RIL
748
Rothschild Investment LLC
Illinois
$1.67K
PWA
749
Principia Wealth Advisory
Texas
$1.67K
TIM
750
Tortoise Investment Management
New York
$1.67K