We are live on ! Find out more
HUBS icon

HubSpot

804 hedge funds and large institutions have $27.4B invested in HubSpot in 2025 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 351 increasing their positions, 229 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $270M | Put options by funds: $162M

53% more repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 229

21% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 96

1.35% more ownership

Funds ownership: 91.02%92.37% (+1.4%)

1% more funds holding

Funds holding: 796804 (+8)

17% less capital invested

Capital invested by funds: $33B → $27.4B (-$5.52B)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
804
Holders Change
+8
Holders Change %
+1.01%
% of All Funds
10.78%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
116
Increased
351
Reduced
229
Closed
96
Calls
$270M
Puts
$162M
Net Calls
+$108M
Net Calls Change
+$456M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
376
AXS Investments
New York
$1.04M +$1.28M +1,825 New
BOSSRA
377
B.O.S.S. Retirement Advisors
Utah
$1.03M -$104K -148 -8%
HS
378
HighVista Strategies
Massachusetts
$1.03M +$1.26M +1,800 New
RL
379
Retireful LLC
Michigan
$1.03M -$243K -346 -16%
EI
380
Ellevest Inc
New York
$1.01M -$54.7K -78 -4%
ECM
381
Everence Capital Management
Indiana
$1.01M +$224K +320 +22%
GC
382
Gilbert & Cook
Iowa
$1M +$701 +1 +0.1%
NIP
383
Nicholas Investment Partners
California
$995K +$74.4K +106 +6%
BCI
384
Brinker Capital Investments
Pennsylvania
$990K -$1.49M -2,128 -55%
OPS
385
Orion Portfolio Solutions
Nebraska
$990K -$1.49M -2,128 -55%
MOS
386
MGO One Seven
Ohio
$986K -$70.1K -100 -5%
VA
387
Vident Advisory
Georgia
$975K +$421K +600 +54%
SFI
388
Susquehanna Fundamental Investments
Pennsylvania
$971K
IAA
389
Independent Advisor Alliance
North Carolina
$970K -$65.9K -94 -5%
SI
390
Stephens Inc
Arkansas
$963K -$71.5K -102 -6%
PAG
391
Private Advisor Group
New Jersey
$961K +$234K +333 +25%
OIAM
392
OFI Invest Asset Management
France
$951K -$16.4M -23,434 -93%
IWC
393
Integrated Wealth Concepts
Massachusetts
$949K +$76.5K +109 +7%
TMAM
394
Tokio Marine Asset Management
Japan
$943K
AIM
395
Aigen Investment Management
New York
$942K +$1.16M +1,649 New
BIP
396
Bouvel Investment Partners
Pennsylvania
$941K -$25.3K -36 -2%
PCA
397
Pallas Capital Advisors
Massachusetts
$908K +$311K +444 +39%
EF
398
Empowered Funds
Pennsylvania
$897K +$517K +737 +88%
NL
399
NVWM LLC
Pennsylvania
$896K +$1.1M +1,569 New
GPA
400
Guerra Pan Advisors
New Jersey
$896K -$11.2K -16 -1%

HUBS Hedge Fund Activity: Q1 2025 in Review

804 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q1 2025, worth a combined $27.4B — down 17% from $33B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new HUBS positions and 96 closed out — a net gain of 20 holders — while 351 added to existing stakes and 229 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $502M. The largest seller was Fidelity Investments, cutting an estimated $268M.

  • 804 institutional investors held HubSpot (HUBS) as of Q1 2025, up from 796 in Q4 2024.
  • Funds reported $27.4B of HubSpot stock for Q1 2025, down 17% quarter-over-quarter.
  • 116 funds opened new HubSpot positions in Q1 2025 and 96 closed out, a net change of +20 holders.
  • The largest HubSpot buyer in Q1 2025 was T. Rowe Price Associates, an estimated $502M added.
  • The largest HubSpot seller in Q1 2025 was Fidelity Investments, an estimated $268M sold.

Based on aggregated 13F filings for Q1 2025.