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HubSpot

754 hedge funds and large institutions have $21.7B invested in HubSpot in 2025 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 281 increasing their positions, 255 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
754
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
WJWM
826
Williams Jones Wealth Management
New York
CAU
827
Caxton Associates (UK)
SSWM
828
Smith Salley Wealth Management
North Carolina
ATFA
829
All Terrain Financial Advisors
Minnesota
HBS
830
Howard Bailey Securities
Indiana
CCC
831
Compass Capital Corp
Massachusetts
BA
832
Bellwether Advisors
Nebraska
GLA
833
Great Lakes Advisors
Illinois
Koshinski Asset Management
834
Koshinski Asset Management
Illinois
BC
835
Burney Company
Virginia
WAM
836
Wakefield Asset Management
Colorado
ICP
837
Interchange Capital Partners
Pennsylvania
GIM
838
Glenmede Investment Management
Pennsylvania
FAM
839
Flaharty Asset Management
Florida
FFA
840
Founders Financial Alliance
North Carolina
AFG
841
Atomi Financial Group
New York
DWT
842
Dorsey & Whitney Trust
South Dakota
PW
843
PUREfi Wealth
Massachusetts
WWM
844
Wolff Wiese Magana
California
Lazard Asset Management
845
Lazard Asset Management
New York
VT
846
Volterra Technologies
New York
PSFG
847
Park Square Financial Group
Georgia
GM
848
GeoWealth Management
Illinois
FFM
849
Fullerton Fund Management
Singapore
KIM
850
Kestra Investment Management
Texas