We are live on ! Find out more
HUBS icon

HubSpot

732 hedge funds and large institutions have $28.6B invested in HubSpot in 2024 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 300 increasing their positions, 226 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 59

33% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 226

8% more capital invested

Capital invested by funds: $26.4B → $28.6B (+$2.16B)

4% more funds holding

Funds holding: 706732 (+26)

6% more call options, than puts

Call options by funds: $416M | Put options by funds: $391M

0.42% less ownership

Funds ownership: 90.57%90.15% (-0.42%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
732
Holders Change
+26
Holders Change %
+3.68%
% of All Funds
10.54%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
98
Increased
300
Reduced
226
Closed
59
Calls
$416M
Puts
$391M
Net Calls
+$24.9M
Net Calls Change
+$147M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
226
Cresset Asset Management
Illinois
$3.76M +$385K +641 +12%
NAM
227
Nissay Asset Management
Japan
$3.63M +$78.7K +131 +2%
CRC
228
Curi RMB Capital
Illinois
$3.61M +$540K +898 +18%
BCIM
229
British Columbia Investment Management
British Columbia, Canada
$3.58M +$142K +237 +4%
BMSSC
230
B. Metzler seel. Sohn & Co
Germany
$3.57M +$160K +266 +5%
ETC
231
Exchange Traded Concepts
Oklahoma
$3.47M +$855K +1,422 +35%
ASN
232
Advisory Services Network
Georgia
$3.45M +$379K +630 +13%
Allianz Asset Management
233
Allianz Asset Management
Germany
$3.4M +$314K +522 +11%
PI
234
PEAK6 Investments
Illinois
$3.38M +$1.04M +1,738 +47%
OAM
235
Oppenheimer Asset Management
New York
$3.36M +$569K +947 +21%
Cambridge Investment Research Advisors
236
Cambridge Investment Research Advisors
Iowa
$3.35M +$431K +718 +16%
PCIG
237
Partners Capital Investment Group
Massachusetts
$3.29M -$3.26M -5,424 -51%
Mariner
238
Mariner
Kansas
$3.28M +$202K +336 +7%
ACM
239
Alcosta Capital Management
California
$3.25M -$10.8K -18 -0.3%
GPGA
240
Grandeur Peak Global Advisors
Utah
$3.18M -$2.24M -3,722 -42%
IMPI
241
Ilmarinen Mutual Pension Insurance
Finland
$3.13M -$3M -5,000 -50%
AWM
242
AE Wealth Management
Kansas
$3.04M -$8.38M -13,941 -74%
BCI
243
Brinker Capital Investments
Pennsylvania
$3.02M +$178K +297 +7%
OPS
244
Orion Portfolio Solutions
Nebraska
$3.02M +$178K +297 +7%
VPIM
245
Vanguard Personalized Indexing Management
California
$3M +$181K +301 +7%
PCM
246
Penserra Capital Management
California
$2.96M +$2.46M +4,099 +651%
Impax Asset Management Group
247
Impax Asset Management Group
United Kingdom
$2.94M -$560K -932 -17%
EP
248
Edgestream Partners
New Jersey
$2.92M +$2.8M +4,666 New
Toronto Dominion Bank
249
Toronto Dominion Bank
Ontario, Canada
$2.9M -$977K -1,626 -26%
IP
250
Intellectus Partners
California
$2.8M +$313K +520 +13%

HUBS Hedge Fund Activity: Q1 2024 in Review

732 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q1 2024, worth a combined $28.6B — up 8.2% from $26.4B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new HUBS positions and 59 closed out — a net gain of 39 holders — while 300 added to existing stakes and 226 trimmed.

The largest buyer was Jennison Associates, adding an estimated $363M. The largest seller was Morgan Stanley, cutting an estimated $136M.

  • 732 institutional investors held HubSpot (HUBS) as of Q1 2024, up from 706 in Q4 2023.
  • Funds reported $28.6B of HubSpot stock for Q1 2024, up 8.2% quarter-over-quarter.
  • 98 funds opened new HubSpot positions in Q1 2024 and 59 closed out, a net change of +39 holders.
  • The largest HubSpot buyer in Q1 2024 was Jennison Associates, an estimated $363M added.
  • The largest HubSpot seller in Q1 2024 was Morgan Stanley, an estimated $136M sold.

Based on aggregated 13F filings for Q1 2024.