We are live on ! Find out more
HUBS icon

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
FWM
751
FSA Wealth Management
Massachusetts
$2.23K
MHR
752
Matthew Hamilton Rosenberg
$2.23K
RF
753
Rossby Financial
Florida
$2.23K +$2.34K +4 New
CTC
754
Central Trust Company
Missouri
$1.67K
W
755
WealthCollab
Washington
$1.67K
RIL
756
Rothschild Investment LLC
Illinois
$1.67K +$586 +1 +50%
PWA
757
Principia Wealth Advisory
Texas
$1.67K +$1.17K +2 +200%
KWM
758
Kiker Wealth Management
Georgia
$1.67K +$1.76K +3 New
TIM
759
Tortoise Investment Management
New York
$1.67K +$1.76K +3 New
DF
760
DecisionPoint Financial
Arizona
$1.12K +$1.17K +2 New
DWM
761
Dogwood Wealth Management
Kansas
$1.11K +$1.17K +2 New
PWA
762
Physician Wealth Advisors
Utah
$1.11K -$586 -1 -33%
RAM
763
Riggs Asset Management
Pennsylvania
$1.11K +$586 +1 +100%
DPW
764
DiNuzzo Private Wealth
Pennsylvania
$1.11K +$1.17K +2 New
QWM
765
Quaker Wealth Management
New Jersey
$1.11K +$1.17K +2 New
CH
766
Cromwell Holdings
Wyoming
$1.11K -$1.17K -2 -50%
FNWA
767
Financial Network Wealth Advisors
Utah
$1.11K
FCAS
768
First Command Advisory Services
Texas
$1.11K
KFI
769
Key Financial Inc
Pennsylvania
$1.11K
BHWM
770
Bay Harbor Wealth Management
Maryland
$1.11K +$1.17K +2 New
CI
771
CX Institutional
Indiana
$1K
AA
772
Ancora Advisors
Ohio
$841
MAM
773
Morse Asset Management
Connecticut
$557 -$148K -252 -100%
WCM
774
WealthTrak Capital Management
Virginia
$557 -$1.17K -2 -67%
CWP
775
Clark Wealth Partners
Illinois
$557

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.