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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
BWP
826
Baldwin Wealth Partners
Massachusetts
BBP
827
Banco BTG Pactual
Brazil
KRW
828
Kaufman Rossin Wealth
Florida
MFG
829
Menard Financial Group
Texas
GCM
830
Graham Capital Management
Connecticut
HFM
831
Harvest Fund Management
China
GSEP
832
Golden State Equity Partners
California
AFWM
833
AMJ Financial Wealth Management
Virginia
SCM
834
Stevens Capital Management
Pennsylvania
HH
835
Hilltop Holdings
Texas
JSSH
836
J. Safra Sarasin Holding
NAM
837
NorthCrest Asset Manangement
Minnesota
CA
838
Cannon Advisors
North Carolina
CAM
839
Claret Asset Management
Quebec, Canada
FGA
840
Fortis Group Advisors
New Jersey
MS
841
Maven Securities
Jersey
GS
842
GTS Securities
New York
CPA
843
Capital Performance Advisors
California
JSAM
844
J. Safra Asset Management
New York
SCP
845
Sivia Capital Partners
California
SAG
846
SageView Advisory Group
California
FFA
847
Fi3 Financial Advisors
Indiana
EA
848
Everpar Advisors
Oklahoma
IC
849
Iconiq Capital
California
GT
850
Greenleaf Trust
Michigan