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HubSpot

770 hedge funds and large institutions have $21.8B invested in HubSpot in 2025 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 289 increasing their positions, 263 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

13% more call options, than puts

Call options by funds: $388M | Put options by funds: $344M

10% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 263

7% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 119

1.86% less ownership

Funds ownership: 90.38%88.52% (-1.9%)

2% less funds holding

Funds holding: 787770 (-17)

18% less capital invested

Capital invested by funds: $26.5B → $21.8B (-$4.72B)

Holders
770
Holders Change
-17
Holders Change %
-2.16%
% of All Funds
10.11%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
111
Increased
289
Reduced
263
Closed
119
Calls
$388M
Puts
$344M
Net Calls
+$44.4M
Net Calls Change
-$87.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
726
Stephens Consulting
Michigan
$2.34K -$503 -1 -17%
CFFP
727
Center for Financial Planning
Michigan
$2.34K
UB
728
UMB Bank
Missouri
$2.34K +$2.52K +5 New
NWM
729
Nova Wealth Management
Florida
$2.27K
VNA
730
Valley National Advisers
Pennsylvania
$2K +$3.02K +6 New
FPF
731
First Pacific Financial
Washington
$1.87K -$1.01K -2 -33%
BCM
732
Blume Capital Management
California
$1.87K
GWM
733
Geneos Wealth Management
Colorado
$1.87K -$70.4K -140 -97%
AP
734
Aspect Partners
Virginia
$1.87K -$2.01K -4 -50%
FWM
735
FSA Wealth Management
Massachusetts
$1.87K
MHR
736
Matthew Hamilton Rosenberg
$1.87K
GWS
737
Greykasell Wealth Strategies
California
$1.87K +$2.01K +4 New
RF
738
Rossby Financial
Florida
$1.76K
CTC
739
Central Trust Company
Missouri
$1.4K
JFGIW
740
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.4K +$1.51K +3 New
WW
741
Winnow Wealth
Texas
$1.4K +$1.51K +3 New
CI
742
CX Institutional
Indiana
$1K
WSFS
743
Wilmington Savings Fund Society
Delaware
$936 -$26.2K -52 -96%
PWA
744
Principia Wealth Advisory
Texas
$936 -$503 -1 -33%
FNWA
745
Financial Network Wealth Advisors
Utah
$936
FCAS
746
First Command Advisory Services
Texas
$936
GGI
747
Godsey & Gibb Inc
Virginia
$936 +$1.01K +2 New
WWA
748
Wealth Watch Advisors
Colorado
$936 +$1.01K +2 New
WAG
749
Wiser Advisor Group
Arizona
$936 +$1.01K +2 New
NS
750
NBC Securities
Alabama
$935 +$1.01K +2 New