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HubSpot
HUBS

Overview Fund Activity

774 hedge funds and large institutions have $26.4B invested in HubSpot in 2025 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 308 increasing their positions, 271 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
-19
Holders Change %
-2.4%
% of All Funds
10.38%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
94
Increased
308
Reduced
271
Closed
101
Calls
$374M
Puts
$242M
Net Calls
+$132M
Net Calls Change
+$24.1M

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$442M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$542M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.02B
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$168M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$241M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.29B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$2.3B
3
Invesco
3
Invesco
Georgia
$170M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$117M
5
AM
5
AGF Management
Ontario, Canada
$503K
Name Holding Trade Value Shares
Change 		Shares
Change %
RAM
751
Riggs Asset Management
Pennsylvania
$1.11K +$557 +1 +100%
DPW
752
DiNuzzo Private Wealth
Pennsylvania
$1.11K +$1.11K +2 New
QWM
753
Quaker Wealth Management
New Jersey
$1.11K +$1.11K +2 New
CH
754
Cromwell Holdings
Wyoming
$1.11K -$1.11K -2 -50%
FCAS
755
First Command Advisory Services
Texas
$1.11K – – –
FNWA
756
Financial Network Wealth Advisors
Utah
$1.11K – – –
KFI
757
Key Financial Inc
Pennsylvania
$1.11K – – –
BHWM
758
Bay Harbor Wealth Management
Maryland
$1.11K +$1.11K +2 New
CI
759
CX Institutional
Indiana
$1K – – –
AA
760
Ancora Advisors
Ohio
$841 – – –
MAM
761
Morse Asset Management
Connecticut
$557 -$140K -252 -100%
WCM
762
WealthTrak Capital Management
Virginia
$557 -$1.11K -2 -67%
PPA
763
Painted Porch Advisors
California
$557 – – –
TCOV
764
Trust Company of Vermont
Vermont
$557 – – –
CIR
765
Clear Investment Research
Georgia
$557 – – –
PWM
766
Parkworth Wealth Management
California
$557 +$557 +1 New
NRG
767
Nemes Rush Group
Michigan
$557 +$557 +1 New
AGWCA
768
Annis Gardner Whiting Capital Advisors
Florida
$557 +$557 +1 New
SIC
769
SJS Investment Consulting
Ohio
$557 +$557 +1 New
RWM
770
Rialto Wealth Management
New York
$557 +$557 +1 New
FLFS
771
Family Legacy Financial Solutions
North Carolina
$556 +$556 +1 New
HFS
772
Hughes Financial Services
Virginia
$493 -$2.96K -6 -86%
TPWA
773
Twin Peaks Wealth Advisors
California
$424 +$424 +1 New
Point72 Asset Management
774
Point72 Asset Management
Connecticut
– -$137M -239,387 Closed
ZIG
775
Zurich Insurance Group
Switzerland
– -$45.4M -79,474 Closed
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