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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
DF
751
DecisionPoint Financial
Arizona
$881
KFI
752
Key Financial Inc
Pennsylvania
$880
HFS
753
Hughes Financial Services
Virginia
$773 +$503 +1 +100%
AA
754
Ancora Advisors
Ohio
$706
MCM
755
MV Capital Management
Maryland
$468 -$10.6K -21 -95%
CIAS
756
CBIZ Investment Advisory Services
Ohio
$468 -$3.02K -6 -86%
KG
757
Kilter Group
New York
$468 -$2.01K -4 -80%
TIM
758
Tortoise Investment Management
New York
$468 -$1.01K -2 -67%
AGWCA
759
Annis Gardner Whiting Capital Advisors
Florida
$468
CIR
760
Clear Investment Research
Georgia
$468
FLFS
761
Family Legacy Financial Solutions
North Carolina
$468
PPA
762
Painted Porch Advisors
California
$468
RWM
763
Rialto Wealth Management
New York
$468
SIC
764
SJS Investment Consulting
Ohio
$468
ACA
765
American Capital Advisory
Idaho
$468 +$503 +1 New
NSIM
766
North Star Investment Management
Illinois
$468 +$503 +1 New
PMFA
767
Plante Moran Financial Advisors
Michigan
$468 +$503 +1 New
RWS
768
Retirement Wealth Solutions
Wisconsin
$468 +$503 +1 New
RA
769
Rise Advisors
New York
$468 +$503 +1 New
BHWM
770
Bay Harbor Wealth Management
Maryland
$467 -$503 -1 -50%
CWP
771
Clark Wealth Partners
Illinois
$401
Norges Bank
772
Norges Bank
Norway
-$270M -484,956 Closed
Capital International Investors
773
Capital International Investors
California
-$62.2M -111,806 Closed
Lord, Abbett & Co
774
Lord, Abbett & Co
New Jersey
-$50M -89,888 Closed
Baird Financial Group
775
Baird Financial Group
Wisconsin
-$35.1M -62,983 Closed