We are live on ! Find out more
HUBS icon

HubSpot

706 hedge funds and large institutions have $26.4B invested in HubSpot in 2023 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 224 increasing their positions, 252 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 81

19% more capital invested

Capital invested by funds: $22.2B → $26.4B (+$4.24B)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

4% more funds holding

Funds holding: 678706 (+28)

0.63% more ownership

Funds ownership: 89.95%90.57% (+0.63%)

11% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 252

18% less call options, than puts

Call options by funds: $553M | Put options by funds: $676M

Holders
706
Holders Change
+28
Holders Change %
+4.13%
% of All Funds
10.29%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
119
Increased
224
Reduced
252
Closed
81
Calls
$553M
Puts
$676M
Net Calls
-$123M
Net Calls Change
-$45.9M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
326
US Bancorp
Minnesota
$1.12M +$306K +636 +49%
P8IP
327
Pier 88 Investment Partners
California
$1.12M -$322K -670 -26%
UCFA
328
United Capital Financial Advisors
Texas
$1.12M -$297K -617 -24%
HCA
329
Harbor Capital Advisors
Illinois
$1.1M -$171K -356 -16%
SI
330
Stephens Inc
Arkansas
$1.1M -$31.8K -66 -3%
SPC
331
Sigma Planning Corp
Michigan
$1.08M -$266K -553 -23%
CI
332
Ceera Investments
Texas
$1.07M
BHCM
333
Brevan Howard Capital Management
Jersey
$1.06M +$879K +1,828 New
M&T Bank
334
M&T Bank
New York
$1.05M -$41.4K -86 -5%
EOJOAM
335
E. Ohman J:or Asset Management
Sweden
$1.04M -$192K -400 -18%
BPA
336
Beacon Pointe Advisors
California
$1.03M -$63.5K -132 -7%
BIP
337
Bouvel Investment Partners
Pennsylvania
$1.02M +$15.4K +32 +2%
FHA
338
Flagship Harbor Advisors
Massachusetts
$1.02M +$9.62K +20 +1%
PCIA
339
Prime Capital Investment Advisors
Kansas
$1.02M +$108K +225 +15%
Capstone Investment Advisors
340
Capstone Investment Advisors
New York
$1.01M +$49.1K +102 +6%
Wealth Enhancement Advisory Services
341
Wealth Enhancement Advisory Services
Minnesota
$1.01M +$99.6K +207 +14%
IAA
342
Independent Advisor Alliance
North Carolina
$990K -$22.6K -47 -3%
OPERF
343
Oregon Public Employees Retirement Fund
Oregon
$988K -$625K -1,300 -43%
ECU
344
Eisler Capital (UK)
United Kingdom
$952K +$789K +1,639 New
CIBC Asset Management
345
CIBC Asset Management
Ontario, Canada
$945K -$60.6K -126 -7%
PL
346
Perpetual Ltd
Australia
$938K +$388K +806 +100%
ML
347
McAdam LLC
Pennsylvania
$936K +$5.77K +12 +0.7%
BAMF
348
BI Asset Management Fondsmaeglerselskab
Denmark
$927K -$155K -323 -17%
Group One Trading
349
Group One Trading
Illinois
$913K -$35.6K -74 -4%
WI
350
WrapManager Inc
California
$906K -$25K -52 -3%

HUBS Hedge Fund Activity: Q4 2023 in Review

706 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q4 2023, worth a combined $26.4B — up 19% from $22.2B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new HUBS positions and 81 closed out — a net gain of 38 holders — while 224 added to existing stakes and 252 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $302M. The largest seller was T. Rowe Price Associates, cutting an estimated $161M.

  • 706 institutional investors held HubSpot (HUBS) as of Q4 2023, up from 678 in Q3 2023.
  • Funds reported $26.4B of HubSpot stock for Q4 2023, up 19% quarter-over-quarter.
  • 119 funds opened new HubSpot positions in Q4 2023 and 81 closed out, a net change of +38 holders.
  • The largest HubSpot buyer in Q4 2023 was Wellington Management Group, an estimated $302M added.
  • The largest HubSpot seller in Q4 2023 was T. Rowe Price Associates, an estimated $161M sold.

Based on aggregated 13F filings for Q4 2023.