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HubSpot

767 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, 288 increasing their positions, 261 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
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
IAS
826
Insigneo Advisory Services
Florida
OIA
827
OneDigital Investment Advisors
Kansas
WA
828
Wealth Alliance
New York
BAM
829
Blueshift Asset Management
New Jersey
FTWA
830
Fifth Third Wealth Advisors
Ohio
QCM
831
QRG Capital Management
Illinois
RCA
832
Resonant Capital Advisors
Wisconsin
HA
833
Huntleigh Advisors
Missouri
BAM
834
Berkshire Asset Management
Pennsylvania
RWP
835
Revolve Wealth Partners
New Jersey
ACA
836
Affinity Capital Advisors
California
WPC
837
Wedmont Private Capital
Pennsylvania
CIAS
838
Capital Investment Advisory Services
North Carolina
WJWM
839
Williams Jones Wealth Management
New York
ATFA
840
All Terrain Financial Advisors
Minnesota
SSWM
841
Smith Salley Wealth Management
North Carolina
CAU
842
Caxton Associates (UK)
CCC
843
Compass Capital Corp
Massachusetts
BA
844
Bellwether Advisors
Nebraska
GLA
845
Great Lakes Advisors
Illinois
Koshinski Asset Management
846
Koshinski Asset Management
Illinois
BC
847
Burney Company
Virginia
ICP
848
Interchange Capital Partners
Pennsylvania
WAM
849
Wakefield Asset Management
Colorado
FAM
850
Flaharty Asset Management
Florida