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
CIBC Asset Management
351
CIBC Asset Management
Ontario, Canada
$1.02M +$4.21K +7 +0.4%
WFC
352
Western Financial Corp
California
$999K +$162K +270 +20%
SC
353
Savant Capital
Illinois
$996K +$956K +1,590 New
AWS
354
Atria Wealth Solutions
New York
$993K +$16.8K +28 +2%
Calamos Advisors
355
Calamos Advisors
Illinois
$981K +$941K +1,566 New
SGI
356
Summit Global Investments
Utah
$980K -$3.37M -5,600 -78%
AWM
357
Avitas Wealth Management
California
$972K +$18.6K +31 +2%
PAS
358
Park Avenue Securities
New York
$969K +$71.5K +119 +8%
FTDI
359
First Trust Direct Indexing
Massachusetts
$969K +$91.3K +152 +11%
NL
360
NVWM LLC
Pennsylvania
$968K +$216K +360 +30%
WCM Investment Management
361
WCM Investment Management
California
$959K +$21K +35 +2%
RI
362
Ridgewood Investments
New Jersey
$954K
XT
363
XTX Topco
Cayman Islands
$946K +$289K +481 +47%
ML
364
McAdam LLC
Pennsylvania
$945K -$62.5K -104 -6%
GPA
365
Guerra Pan Advisors
New Jersey
$944K -$9.01K -15 -1%
TMAM
366
Tokio Marine Asset Management
Japan
$910K +$52.3K +87 +6%
WI
367
WrapManager Inc
California
$904K -$70.3K -117 -8%
CAN
368
Cetera Advisor Networks
California
$902K +$73.3K +122 +9%
DCM
369
DGS Capital Management
New Jersey
$894K
William Blair & Company
370
William Blair & Company
Illinois
$894K +$90.7K +151 +12%
KA
371
Kovack Advisors
Florida
$890K +$6.01K +10 +0.7%
ZIM
372
Zacks Investment Management
Illinois
$890K +$853K +1,420 New
DIM
373
DC Investments Management
Virginia
$877K
AWM
374
Aviso Wealth Management
Washington
$870K +$33.1K +55 +4%
AAG
375
Armstrong Advisory Group
Massachusetts
$866K

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.