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HubSpot

755 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, 282 increasing their positions, 255 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
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
CIAS
826
Capital Investment Advisory Services
North Carolina
WJWM
827
Williams Jones Wealth Management
New York
ATFA
828
All Terrain Financial Advisors
Minnesota
CAU
829
Caxton Associates (UK)
SSWM
830
Smith Salley Wealth Management
North Carolina
HBS
831
Howard Bailey Securities
Indiana
BA
832
Bellwether Advisors
Nebraska
CCC
833
Compass Capital Corp
Massachusetts
GLA
834
Great Lakes Advisors
Illinois
Koshinski Asset Management
835
Koshinski Asset Management
Illinois
BC
836
Burney Company
Virginia
ICP
837
Interchange Capital Partners
Pennsylvania
WAM
838
Wakefield Asset Management
Colorado
FAM
839
Flaharty Asset Management
Florida
GIM
840
Glenmede Investment Management
Pennsylvania
FFA
841
Founders Financial Alliance
North Carolina
AFG
842
Atomi Financial Group
New York
DWT
843
Dorsey & Whitney Trust
South Dakota
PW
844
PUREfi Wealth
Massachusetts
WWM
845
Wolff Wiese Magana
California
Lazard Asset Management
846
Lazard Asset Management
New York
VT
847
Volterra Technologies
New York
PSFG
848
Park Square Financial Group
Georgia
GM
849
GeoWealth Management
Illinois
FFM
850
Fullerton Fund Management
Singapore