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HubSpot
HUBS

Overview Fund Activity

792 hedge funds and large institutions have $27.1B invested in HubSpot in 2025 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 350 increasing their positions, 222 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
792
Holders Change
+2
Holders Change %
+0.25%
% of All Funds
10.76%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
114
Increased
350
Reduced
222
Closed
97
Calls
$270M
Puts
$162M
Net Calls
+$108M
Net Calls Change
+$456M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$408M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$239M
3
Franklin Resources
Franklin Resources
California
+$190M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$144M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$115M

Top Sellers

1
Coatue Management
Coatue Management
New York
-$260M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$218M
3
ACA
Abdiel Capital Advisors
New York
-$206M
4
SM
SCGE Management
California
-$192M
5
Citadel Advisors
Citadel Advisors
Florida
-$184M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIM
401
Zacks Investment Management
Illinois
$872K +$33.7K +59 +4%
VWM
402
Venturi Wealth Management
Texas
$861K +$9.14K +16 +1%
NW
403
NewEdge Wealth
Pennsylvania
$853K +$28K +49 +3%
FCM
404
Fieldview Capital Management
Michigan
$852K -$1.9M -3,323 -69%
RI
405
Ridgewood Investments
New Jersey
$843K -$5.14K -9 -0.6%
BAM
406
Belpointe Asset Management
Nevada
$835K +$835K +1,462 New
FCA
407
Fortis Capital Advisors
Kansas
$835K +$835K +1,462 New
MHC
408
May Hill Capital
Massachusetts
$831K -$141K -247 -15%
KRSITF
409
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$823K +$823K +1,441 New
MFAM
410
Motley Fool Asset Management
Virginia
$816K +$130K +228 +19%
MGP
411
Metis Global Partners
California
$810K +$94.8K +166 +13%
CPIG
412
Chicago Partners Investment Group
Illinois
$798K -$487K -756 -38%
JWS
413
Juncture Wealth Strategies
Arizona
$795K +$24K +42 +3%
RIM
414
Rakuten Investment Management
Japan
$788K +$788K +1,353 New
KIA
415
Kraematon Investment Advisors
Massachusetts
$780K -$10.9K -19 -1%
FPAS
416
Focus Partners Advisor Solutions
Missouri
$780K +$780K +1,365 New
TPCW
417
TD Private Client Wealth
New York
$775K +$774K +1,354 +67,700%
AWM
418
Aviso Wealth Management
Washington
$773K -$206K -361 -21%
VAS
419
Vestmark Advisory Solutions
Massachusetts
$758K +$371K +649 +96%
MIF
420
Mediolanum International Funds
Ireland
$749K +$749K +1,287 New
DT
421
Diversified Trust
Tennessee
$747K +$4K +7 +0.5%
WP
422
Woodline Partners
California
$746K -$23.9M -41,764 -97%
KOCAA
423
Knights of Columbus Asset Advisors
Connecticut
$740K -$571 -1 -0.1%
AAM
424
Advisors Asset Management
Colorado
$732K -$30.9K -54 -4%
Cambridge Investment Research Advisors
425
Cambridge Investment Research Advisors
Iowa
$732K -$62.3K -109 -8%
15 16
17
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