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
US Bancorp
326
US Bancorp
Minnesota
$1.27M +$58.3K +97 +5%
MCM
327
Maytus Capital Management
New York
$1.25M -$5.3M -8,812 -82%
TC
328
Tairen Capital
Hong Kong
$1.25M -$3.88M -6,456 -76%
EOJOAM
329
E. Ohman J:or Asset Management
Sweden
$1.25M +$120K +200 +11%
GC
330
Gilbert & Cook
Iowa
$1.25M +$16.8K +28 +1%
CWM
331
CIBC World Markets
New York
$1.23M +$381K +634 +48%
SI
332
Stephens Inc
Arkansas
$1.22M +$36.7K +61 +3%
Wolverine Trading
333
Wolverine Trading
Illinois
$1.21M -$162K -269 -12%
M&T Bank
334
M&T Bank
New York
$1.2M +$63.7K +106 +6%
JWS
335
Juncture Wealth Strategies
Arizona
$1.2M +$288K +480 +33%
AT
336
Arden Trust
Delaware
$1.18M -$29.4K -49 -3%
LCM
337
Landscape Capital Management
New Jersey
$1.16M +$1.12M +1,859 New
Wealth Enhancement Advisory Services
338
Wealth Enhancement Advisory Services
Minnesota
$1.16M +$73.9K +123 +7%
PCIA
339
Prime Capital Investment Advisors
Kansas
$1.16M +$64.9K +108 +6%
IWC
340
Integrated Wealth Concepts
Massachusetts
$1.15M +$366K +609 +49%
BIP
341
Bouvel Investment Partners
Pennsylvania
$1.12M +$23.4K +39 +2%
BPA
342
Beacon Pointe Advisors
California
$1.11M -$1.2K -2 -0.1%
QC
343
Quadrature Capital
United Kingdom
$1.1M +$389K +648 +59%
FHA
344
Flagship Harbor Advisors
Massachusetts
$1.1M -$1.8K -3 -0.2%
Bank of Nova Scotia
345
Bank of Nova Scotia
Ontario, Canada
$1.09M +$177K +294 +20%
IAA
346
Independent Advisor Alliance
North Carolina
$1.08M +$10.8K +18 +1%
BAMF
347
BI Asset Management Fondsmaeglerselskab
Denmark
$1.07M +$69.7K +116 +7%
FRM
348
Fox Run Management
Connecticut
$1.05M -$254K -422 -20%
AC
349
Armistice Capital
New York
$1.05M +$367K +610 +57%
KJHP
350
K.J. Harrison & Partners
Ontario, Canada
$1.04M -$4.72M -7,862 -83%

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.