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HubSpot

782 hedge funds and large institutions have $26.4B invested in HubSpot in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 311 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: $ → $

4% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 100

1.08% less ownership

Funds ownership: 91.37%90.3% (-1.1%)

2% less funds holding

Funds holding: 796782 (-14)

Holders
782
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
W
751
WealthCollab
Washington
$1.67K
RIL
752
Rothschild Investment LLC
Illinois
$1.67K
PWA
753
Principia Wealth Advisory
Texas
$1.67K
KWM
754
Kiker Wealth Management
Georgia
$1.67K
TIM
755
Tortoise Investment Management
New York
$1.67K
DF
756
DecisionPoint Financial
Arizona
$1.12K
DWM
757
Dogwood Wealth Management
Kansas
$1.11K
PWA
758
Physician Wealth Advisors
Utah
$1.11K
RAM
759
Riggs Asset Management
Pennsylvania
$1.11K
DPW
760
DiNuzzo Private Wealth
Pennsylvania
$1.11K
QWM
761
Quaker Wealth Management
New Jersey
$1.11K
CH
762
Cromwell Holdings
Wyoming
$1.11K
KFI
763
Key Financial Inc
Pennsylvania
$1.11K
FNWA
764
Financial Network Wealth Advisors
Utah
$1.11K
FCAS
765
First Command Advisory Services
Texas
$1.11K
BHWM
766
Bay Harbor Wealth Management
Maryland
$1.11K
CI
767
CX Institutional
Indiana
$1K
AA
768
Ancora Advisors
Ohio
$841
MAM
769
Morse Asset Management
Connecticut
$557
WCM
770
WealthTrak Capital Management
Virginia
$557
PPA
771
Painted Porch Advisors
California
$557
CIR
772
Clear Investment Research
Georgia
$557
TCOV
773
Trust Company of Vermont
Vermont
$557
AGWCA
774
Annis Gardner Whiting Capital Advisors
Florida
$557
PWM
775
Parkworth Wealth Management
California
$557