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HubSpot

745 hedge funds and large institutions have $18.9B invested in HubSpot in 2025 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 255 increasing their positions, 271 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
745
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$362M
Puts
$267M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
851
Berbice Capital Management
New York
TWC
852
TD Waterhouse Canada
Ontario, Canada
HWA
853
Heartwood Wealth Advisors
Virginia
BL
854
BFSG LLC
California
JWM
855
JPL Wealth Management
Colorado
TLA
856
Tanglewood Legacy Advisors
Texas
IWM
857
Inlight Wealth Management
Georgia
AF
858
Alerus Financial
North Dakota
BCH
859
Berkshire Capital Holdings
California
TFA
860
Toth Financial Advisory
Virginia
CFD
861
Creative Financial Designs
Indiana
HHGA
862
Halbert Hargrove Global Advisors
California
PWMG
863
Prestige Wealth Management Group
New Jersey
GFWA
864
Grey Fox Wealth Advisors
Delaware
NWM
865
Nova Wealth Management
Florida
FPF
866
First Pacific Financial
Washington
JFGIW
867
Johnson Financial Group Inc (Wisconsin)
Wisconsin
CI
868
CX Institutional
Indiana
GGI
869
Godsey & Gibb Inc
Virginia
KFI
870
Key Financial Inc
Pennsylvania
WSFS
871
Wilmington Savings Fund Society
Delaware
BHWM
872
Bay Harbor Wealth Management
Maryland
CIR
873
Clear Investment Research
Georgia
FLFS
874
Family Legacy Financial Solutions
North Carolina
KG
875
Kilter Group
New York