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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
IWP
401
Icon Wealth Partners
Texas
$243K +$54.4K +149 +23%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
402
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$242K +$106K +289 +56%
MC
403
Matisse Capital
Oregon
$241K -$36.5K -100 -11%
AAM
404
Ardevora Asset Management
United Kingdom
$241K
CCP
405
Corient Capital Partners
California
$237K +$120K +328 +71%
AAM
406
Advisors Asset Management
Colorado
$236K +$102K +278 +55%
WF
407
Welch & Forbes
Massachusetts
$235K
WWP
408
Waypoint Wealth Partners
California
$233K +$283K +775 New
BPA
409
Beacon Pointe Advisors
California
$232K -$31.4K -86 -10%
CC
410
Centiva Capital
New York
$231K -$1.07M -2,925 -79%
SWM
411
Spire Wealth Management
Virginia
$230K +$53K +145 +23%
TFCP
412
Twin Focus Capital Partners
Massachusetts
$228K +$6.21K +17 +2%
OTL
413
Oak Thistle LLC
New York
$228K +$277K +758 New
CAPTRUST Financial Advisors
414
CAPTRUST Financial Advisors
North Carolina
$224K +$36.5K +100 +16%
AA
415
Ancora Advisors
Ohio
$219K +$365 +1 +0.1%
AIMCA
416
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$217K -$831K -2,275 -76%
OHWP
417
Oak Harbor Wealth Partners
North Carolina
$217K +$264K +723 New
AIG
418
American International Group
New York
$214K -$53K -145 -17%
PWLP
419
Prio Wealth Limited Partnership
Massachusetts
$213K
RFC
420
Regions Financial Corp
Alabama
$211K +$34K +93 +15%
SPIA
421
Steward Partners Investment Advisory
New York
$208K -$4.38K -12 -2%
PTC
422
Petrus Trust Company
Texas
$208K +$253K +692 New
SWP
423
Stratos Wealth Partners
Ohio
$204K +$10.2K +28 +4%
Caisse de Depot et Placement du Quebec (CDPQ)
424
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$203K -$447K -1,225 -64%
CIAS
425
Capital Investment Advisory Services
North Carolina
$200K +$5.11K +14 +2%

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.