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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 %
PWS
401
Peterson Wealth Services
Utah
$692K +$450K +719 +187%
Caisse de Depot et Placement du Quebec (CDPQ)
402
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$689K -$5.91M -9,433 -90%
Verition Fund Management
403
Verition Fund Management
Connecticut
$685K -$7.52K -12 -1%
SWM
404
Spire Wealth Management
Virginia
$684K +$53.2K +85 +8%
GA
405
GraniteShares Advisors
New York
$683K -$39.5K -63 -5%
RI
406
Redwood Investments
Massachusetts
$681K -$2.51K -4 -0.4%
SPIA
407
Steward Partners Investment Advisory
New York
$680K +$28.2K +45 +4%
BGA
408
Battery Global Advisors
Massachusetts
$652K
IA
409
IFP Advisors
Florida
$644K +$4.38K +7 +0.7%
PWP
410
Pursue Wealth Partners
California
$640K +$640K +1,022 New
FA
411
FDx Advisors
Illinois
$634K -$118K -188 -16%
FDCDDQ
412
Federation des caisses Desjardins du Quebec
Quebec, Canada
$626K +$169K +285 +37%
Lido Advisors
413
Lido Advisors
California
$621K +$37K +59 +6%
CA
414
Cetera Advisors
Colorado
$620K +$392K +625 +172%
MFAM
415
Motley Fool Asset Management
Virginia
$618K +$33.2K +53 +6%
CB
416
Commerce Bank
Missouri
$608K +$11.9K +19 +2%
PTC
417
Petrus Trust Company
Texas
$593K +$142K +227 +32%
NYLIM
418
New York Life Investment Management
New York
$585K +$8.15K +13 +1%
CI
419
Ceera Investments
Texas
$576K -$576K -920 -50%
HWM
420
HB Wealth Management
Georgia
$559K +$207K +330 +59%
VI
421
Vestcor Inc
New Brunswick, Canada
$553K -$112K -179 -17%
IC
422
IEQ Capital
California
$548K -$283K -451 -34%
HMS
423
Hanseatic Management Services
New Mexico
$548K +$627 +1 +0.1%
Acadian Asset Management
424
Acadian Asset Management
Massachusetts
$548K -$28.3M -45,387 -98%
VFA
425
Valeo Financial Advisors
Indiana
$545K +$7.82K +12 +1%