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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
ICP
851
Interchange Capital Partners
Pennsylvania
-$211K -379 Closed
WAM
852
Wakefield Asset Management
Colorado
-$211K -379 Closed
FAM
853
Flaharty Asset Management
Florida
-$209K -375 Closed
GIM
854
Glenmede Investment Management
Pennsylvania
-$209K -375 Closed
FFA
855
Founders Financial Alliance
North Carolina
-$208K -373 Closed
AFG
856
Atomi Financial Group
New York
-$206K -370 Closed
HBS
857
Howard Bailey Securities
Indiana
-$205K -369 Closed
DWT
858
Dorsey & Whitney Trust
South Dakota
-$205K -368 Closed
PW
859
PUREfi Wealth
Massachusetts
-$203K -365 Closed
WWM
860
Wolff Wiese Magana
California
-$171K -308 Closed
Lazard Asset Management
861
Lazard Asset Management
New York
-$158K -286 Closed
VT
862
Volterra Technologies
New York
-$133K -239 Closed
PSFG
863
Park Square Financial Group
Georgia
-$111K -200 Closed
GM
864
GeoWealth Management
Illinois
-$84.1K -151 Closed
GC
865
Garde Capital
Washington
-$55.7K -100 Closed
FFM
866
Fullerton Fund Management
Singapore
-$49.5K -89 Closed
KIM
867
Kestra Investment Management
Texas
-$37.1K -65 Closed
HNB
868
Hilltop National Bank
Wyoming
-$32.3K -58 Closed
BFP
869
Briaud Financial Planning
Texas
-$19K -35 Closed
CIAM
870
Caitong International Asset Management
Hong Kong
-$18.9K -34 Closed
LFA
871
LGT Financial Advisors
Texas
-$15.6K -28 Closed
TVWM
872
Tower View Wealth Management
Wisconsin
-$15K -27 Closed
WA
873
Whipplewood Advisors
Colorado
-$10K -18 Closed
GC
874
GFG Capital
Florida
-$7.79K -14 Closed
LFASL
875
Lugano Financial Advisors SA (LFA)
Switzerland
-$5.01K -9 Closed