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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
KWM
751
Kiker Wealth Management
Georgia
$1.67K
DF
752
DecisionPoint Financial
Arizona
$1.12K
DWM
753
Dogwood Wealth Management
Kansas
$1.11K
PWA
754
Physician Wealth Advisors
Utah
$1.11K
RAM
755
Riggs Asset Management
Pennsylvania
$1.11K
DPW
756
DiNuzzo Private Wealth
Pennsylvania
$1.11K
QWM
757
Quaker Wealth Management
New Jersey
$1.11K
CH
758
Cromwell Holdings
Wyoming
$1.11K
KFI
759
Key Financial Inc
Pennsylvania
$1.11K
FCAS
760
First Command Advisory Services
Texas
$1.11K
FNWA
761
Financial Network Wealth Advisors
Utah
$1.11K
BHWM
762
Bay Harbor Wealth Management
Maryland
$1.11K
CI
763
CX Institutional
Indiana
$1K
AA
764
Ancora Advisors
Ohio
$841
MAM
765
Morse Asset Management
Connecticut
$557
WCM
766
WealthTrak Capital Management
Virginia
$557
TCOV
767
Trust Company of Vermont
Vermont
$557
PPA
768
Painted Porch Advisors
California
$557
CIR
769
Clear Investment Research
Georgia
$557
PWM
770
Parkworth Wealth Management
California
$557
RWM
771
Rialto Wealth Management
New York
$557
SIC
772
SJS Investment Consulting
Ohio
$557
NRG
773
Nemes Rush Group
Michigan
$557
AGWCA
774
Annis Gardner Whiting Capital Advisors
Florida
$557
FLFS
775
Family Legacy Financial Solutions
North Carolina
$556