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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
NERM
826
New England Research & Management
Illinois
-$312K -560 Closed
PA
827
PharVision Advisers
Florida
-$298K -535 Closed
BPC
828
Banque Pictet & Cie
Switzerland
-$286K -514 Closed
IAS
829
Insigneo Advisory Services
Florida
-$262K -470 Closed
OIA
830
OneDigital Investment Advisors
Kansas
-$254K -457 Closed
WA
831
Wealth Alliance
New York
-$248K -445 Closed
BAM
832
Blueshift Asset Management
New Jersey
-$247K -444 Closed
FTWA
833
Fifth Third Wealth Advisors
Ohio
-$242K -435 Closed
QCM
834
QRG Capital Management
Illinois
-$242K -434 Closed
RCA
835
Resonant Capital Advisors
Wisconsin
-$241K -433 Closed
HA
836
Huntleigh Advisors
Missouri
-$237K -425 Closed
BAM
837
Berkshire Asset Management
Pennsylvania
-$234K -421 Closed
RWP
838
Revolve Wealth Partners
New Jersey
-$233K -419 Closed
ACA
839
Affinity Capital Advisors
California
-$232K -416 Closed
WPC
840
Wedmont Private Capital
Pennsylvania
-$231K -412 Closed
CIAS
841
Capital Investment Advisory Services
North Carolina
-$228K -410 Closed
WJWM
842
Williams Jones Wealth Management
New York
-$224K -402 Closed
ATFA
843
All Terrain Financial Advisors
Minnesota
-$223K -400 Closed
CAU
844
Caxton Associates (UK)
-$223K -400 Closed
SSWM
845
Smith Salley Wealth Management
North Carolina
-$223K -400 Closed
BA
846
Bellwether Advisors
Nebraska
-$218K -392 Closed
CCC
847
Compass Capital Corp
Massachusetts
-$220K -392 Closed
GLA
848
Great Lakes Advisors
Illinois
-$215K -387 Closed
Koshinski Asset Management
849
Koshinski Asset Management
Illinois
-$215K -386 Closed
BC
850
Burney Company
Virginia
-$212K -380 Closed