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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
MIM
301
MetLife Investment Management
New Jersey
$1.77M +$30K +50 +2%
SAM
302
Sycomore Asset Management
France
$1.65M +$1.09M +1,820 +200%
AA
303
ALPS Advisors
Colorado
$1.63M -$381K -634 -20%
KIA
304
Knollwood Investment Advisory
Maryland
$1.62M
SEC
305
Seven Eight Capital
New York
$1.59M +$1.52M +2,532 New
AI
306
AXS Investments
New York
$1.57M +$1.51M +2,505 New
BBA
307
Baader Bank Aktiengesellschaft
Germany
$1.57M +$300K +500 +25%
SLG
308
Stanley-Laman Group
Pennsylvania
$1.56M -$31.9K -53 -2%
SPC
309
Sigma Planning Corp
Michigan
$1.55M +$370K +616 +33%
GCM
310
Gunderson Capital Management
South Carolina
$1.53M -$15K -25 -1%
Mackenzie Financial
311
Mackenzie Financial
Ontario, Canada
$1.51M +$21.6K +36 +2%
WBC
312
Westpac Banking Corp
Australia
$1.51M +$564K +938 +64%
Osaic Holdings
313
Osaic Holdings
Arizona
$1.46M -$1.88M -3,120 -57%
CL
314
CIM LLC
New York
$1.44M -$7.81K -13 -0.6%
ITFISA
315
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.43M
TI
316
Tidal Investments
Wisconsin
$1.42M -$40.3K -67 -3%
HCA
317
Harbor Capital Advisors
Illinois
$1.41M +$215K +357 +19%
DAS
318
Dynamic Advisor Solutions
Arizona
$1.41M +$25.2K +42 +2%
Corient Private Wealth
319
Corient Private Wealth
Florida
$1.37M +$87.7K +146 +7%
UCFA
320
United Capital Financial Advisors
Texas
$1.33M +$112K +186 +10%
NIP
321
Nicholas Investment Partners
California
$1.32M +$17.4K +29 +1%
SCA
322
Snowden Capital Advisors
New York
$1.3M -$25.2K -42 -2%
HCMT
323
Highland Capital Management (Tennessee)
Tennessee
$1.3M +$1.24M +2,069 New
QCM
324
Qsemble Capital Management
New York
$1.29M +$1.24M +2,058 New
MNBTD
325
Moody National Bank Trust Division
Texas
$1.27M -$1.01M -1,688 -45%

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.