HUBS icon

HubSpot

727 hedge funds and large institutions have $28.5B invested in HubSpot in 2024 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 298 increasing their positions, 224 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
727
Holders Change
+27
Holders Change %
+3.86%
% 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
97
Increased
298
Reduced
224
Closed
58
Calls
$416M
Puts
$391M
Net Calls
+$24.9M
Net Calls Change
+$147M
Name Holding Trade Value Shares
Change
Shares
Change %
SC
351
Savant Capital
Illinois
$996K +$996K +1,590 New
AWS
352
Atria Wealth Solutions
New York
$993K +$17.5K +28 +2%
Calamos Advisors
353
Calamos Advisors
Illinois
$981K +$981K +1,566 New
SGI
354
Summit Global Investments
Utah
$980K -$3.51M -5,600 -78%
AWM
355
Avitas Wealth Management
California
$972K +$19.4K +31 +2%
PAS
356
Park Avenue Securities
New York
$969K +$74.5K +119 +8%
FTDI
357
First Trust Direct Indexing
Massachusetts
$969K +$95.2K +152 +11%
NL
358
NVWM LLC
Pennsylvania
$968K +$226K +360 +30%
WCM Investment Management
359
WCM Investment Management
California
$959K +$21.9K +35 +2%
RI
360
Ridgewood Investments
New Jersey
$954K
XT
361
XTX Topco
Cayman Islands
$946K +$301K +481 +47%
ML
362
McAdam LLC
Pennsylvania
$945K -$65.2K -104 -6%
GPA
363
Guerra Pan Advisors
New Jersey
$944K -$9.4K -15 -1%
TMAM
364
Tokio Marine Asset Management
Japan
$910K +$54.5K +87 +6%
WI
365
WrapManager Inc
California
$904K -$73.3K -117 -8%
CAN
366
Cetera Advisor Networks
California
$902K +$76.4K +122 +9%
DCM
367
DGS Capital Management
New Jersey
$894K
William Blair & Company
368
William Blair & Company
Illinois
$894K +$94.6K +151 +12%
KA
369
Kovack Advisors
Florida
$890K +$6.27K +10 +0.7%
ZIM
370
Zacks Investment Management
Illinois
$890K +$890K +1,420 New
DIM
371
DC Investments Management
Virginia
$877K
AWM
372
Aviso Wealth Management
Washington
$870K +$34.5K +55 +4%
AAG
373
Armstrong Advisory Group
Massachusetts
$866K
Envestnet Portfolio Solutions
374
Envestnet Portfolio Solutions
Illinois
$862K +$120K +191 +16%
DIA
375
Dana Investment Advisors
Wisconsin
$860K +$199K +318 +30%