We are live on ! Find out more
HUBS icon

HubSpot

584 hedge funds and large institutions have $13.1B invested in HubSpot in 2022 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 240 increasing their positions, 180 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 180

0.32% more ownership

Funds ownership: 91.67%91.99% (+0.32%)

7% less funds holding

Funds holding: 628584 (-44)

19% less call options, than puts

Call options by funds: $222M | Put options by funds: $274M

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

31% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 104

36% less capital invested

Capital invested by funds: $20.5B → $13.1B (-$7.44B)

Holders
584
Holders Change
-44
Holders Change %
-7.01%
% of All Funds
9.84%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.19%
New
72
Increased
240
Reduced
180
Closed
104
Calls
$222M
Puts
$274M
Net Calls
-$51.7M
Net Calls Change
+$93M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
351
Wealthfront Advisers
California
$395K +$279K +765 +139%
HighTower Advisors
352
HighTower Advisors
Illinois
$386K +$31.8K +87 +7%
RI
353
Redwood Investments
Massachusetts
$380K -$5.11K -14 -1%
GPA
354
Guerra Pan Advisors
New Jersey
$379K
NW
355
NewEdge Wealth
Pennsylvania
$371K +$254K +695 +129%
WS
356
Wedbush Securities
California
$360K -$93.5K -256 -18%
AWM
357
Avior Wealth Management
Nebraska
$359K
PNC Financial Services Group
358
PNC Financial Services Group
Pennsylvania
$359K +$125K +342 +40%
Cetera Investment Advisers
359
Cetera Investment Advisers
Illinois
$352K +$106K +291 +33%
EI
360
Ethic Inc
New York
$351K -$88K -241 -17%
Fifth Third Bancorp
361
Fifth Third Bancorp
Ohio
$349K +$2.56K +7 +0.6%
William Blair & Company
362
William Blair & Company
Illinois
$342K -$277K -759 -40%
AWS
363
AJ Wealth Strategies
New York
$337K
SFG
364
Synergy Financial Group
California
$336K -$58.8K -161 -13%
KA
365
Kovack Advisors
Florida
$334K -$24.5K -67 -6%
SIG
366
Stonegate Investment Group
Alabama
$322K +$60.3K +165 +18%
MFAM
367
Motley Fool Asset Management
Virginia
$317K +$1.1K +3 +0.3%
Tudor Investment Corp
368
Tudor Investment Corp
Connecticut
$303K +$369K +1,009 New
SGA
369
Seaport Global Advisors
Massachusetts
$302K +$129K +352 +54%
AFG
370
Albion Financial Group
Utah
$301K
BAM
371
Berkshire Asset Management
Pennsylvania
$299K -$68.3K -187 -16%
V
372
Veritable
Delaware
$297K +$35.4K +97 +11%
ETC
373
Exchange Traded Concepts
Oklahoma
$295K -$7.67K -21 -2%
Bank of Nova Scotia
374
Bank of Nova Scotia
Ontario, Canada
$293K +$3.29K +9 +0.9%
Federated Hermes
375
Federated Hermes
Pennsylvania
$292K -$27.6M -75,534 -99%

HUBS Hedge Fund Activity: Q2 2022 in Review

584 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q2 2022, worth a combined $13.1B — down 36% from $20.5B a quarter earlier.

Sellers outnumbered buyers: 104 funds closed out of HUBS and 72 opened new positions — a net loss of 32 holders — while 180 trimmed existing stakes and 240 added.

The largest buyer was Citadel Advisors, adding an estimated $101M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $212M sold.

  • 584 institutional investors held HubSpot (HUBS) as of Q2 2022, down from 628 in Q1 2022.
  • Funds reported $13.1B of HubSpot stock for Q2 2022, down 36% quarter-over-quarter.
  • 72 funds opened new HubSpot positions in Q2 2022 and 104 closed out, a net change of -32 holders.
  • The largest HubSpot buyer in Q2 2022 was Citadel Advisors, an estimated $101M added.
  • The largest HubSpot seller in Q2 2022 was Lone Pine Capital, an estimated $212M sold.

Based on aggregated 13F filings for Q2 2022.