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HubSpot

761 hedge funds and large institutions have $21.7B invested in HubSpot in 2025 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 286 increasing their positions, 258 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$388M
Puts
$344M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCA
826
Resonant Capital Advisors
Wisconsin
HA
827
Huntleigh Advisors
Missouri
BAM
828
Berkshire Asset Management
Pennsylvania
RWP
829
Revolve Wealth Partners
New Jersey
ACA
830
Affinity Capital Advisors
California
WPC
831
Wedmont Private Capital
Pennsylvania
CIAS
832
Capital Investment Advisory Services
North Carolina
WJWM
833
Williams Jones Wealth Management
New York
SSWM
834
Smith Salley Wealth Management
North Carolina
ATFA
835
All Terrain Financial Advisors
Minnesota
CAU
836
Caxton Associates (UK)
HBS
837
Howard Bailey Securities
Indiana
CCC
838
Compass Capital Corp
Massachusetts
BA
839
Bellwether Advisors
Nebraska
GLA
840
Great Lakes Advisors
Illinois
Koshinski Asset Management
841
Koshinski Asset Management
Illinois
BC
842
Burney Company
Virginia
WAM
843
Wakefield Asset Management
Colorado
ICP
844
Interchange Capital Partners
Pennsylvania
GIM
845
Glenmede Investment Management
Pennsylvania
FAM
846
Flaharty Asset Management
Florida
FFA
847
Founders Financial Alliance
North Carolina
AFG
848
Atomi Financial Group
New York
DWT
849
Dorsey & Whitney Trust
South Dakota
PW
850
PUREfi Wealth
Massachusetts