We are live on ! Find out more
HUBS icon

HubSpot

732 hedge funds and large institutions have $28.6B invested in HubSpot in 2024 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 300 increasing their positions, 226 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 59

33% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 226

8% more capital invested

Capital invested by funds: $26.4B → $28.6B (+$2.16B)

4% more funds holding

Funds holding: 706732 (+26)

6% more call options, than puts

Call options by funds: $416M | Put options by funds: $391M

0.42% less ownership

Funds ownership: 90.57%90.15% (-0.42%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
732
Holders Change
+26
Holders Change %
+3.68%
% 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
98
Increased
300
Reduced
226
Closed
59
Calls
$416M
Puts
$391M
Net Calls
+$24.9M
Net Calls Change
+$147M
Name Holding Trade Value Shares
Change
Change in
Stake
Acadian Asset Management
426
Acadian Asset Management
Massachusetts
$548K -$27.3M -45,387 -98%
VFA
427
Valeo Financial Advisors
Indiana
$545K +$7.21K +12 +1%
BCM
428
BluePath Capital Management
Georgia
$544K -$14.4K -24 -3%
KWM
429
Kingsview Wealth Management
Oregon
$542K -$12.6K -21 -2%
MS
430
Maven Securities
Jersey
$541K +$519K +864 New
RFN
431
Redwood Financial Network
Ohio
$540K
BRWA
432
B. Riley Wealth Advisors
Florida
$538K +$177K +294 +37%
FZCM
433
Flynn Zito Capital Management
New York
$531K +$509K +847 New
MOS
434
MGO One Seven
Ohio
$531K -$10.2K -17 -2%
FB
435
Fulton Bank
Pennsylvania
$529K +$53.5K +89 +12%
PL
436
Perpetual Ltd
Australia
$518K -$475K -790 -49%
AT
437
American Trust
Kentucky
$514K -$4.21K -7 -0.8%
KAS
438
Kestra Advisory Services
Texas
$513K +$134K +223 +37%
O
439
Ossiam
France
$508K +$79.9K +133 +20%
CPBTD
440
Central Pacific Bank - Trust Division
Hawaii
$487K +$460K +765 New
EA
441
Emerald Advisers
Pennsylvania
$487K -$4.81K -8 -1%
WWP
442
Waypoint Wealth Partners
California
$486K
AIG
443
American International Group
New York
$484K
AAS
444
Ameritas Advisory Services
Nebraska
$473K -$109K -181 -18%
FCM
445
Fourpath Capital Management
Oklahoma
$472K -$4.21K -7 -0.9%
HAG
446
HighPoint Advisor Group
Illinois
$470K +$64.9K +108 +16%
NW
447
NewEdge Wealth
Pennsylvania
$466K +$79.3K +132 +20%
GCM
448
Graham Capital Management
Connecticut
$461K -$204K -340 -32%
OAM
449
Ostrum Asset Management
France
$459K +$118K +196 +37%
BFG
450
Bleakley Financial Group
New Jersey
$458K +$4.21K +7 +1%

HUBS Hedge Fund Activity: Q1 2024 in Review

732 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q1 2024, worth a combined $28.6B — up 8.2% from $26.4B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new HUBS positions and 59 closed out — a net gain of 39 holders — while 300 added to existing stakes and 226 trimmed.

The largest buyer was Jennison Associates, adding an estimated $363M. The largest seller was Morgan Stanley, cutting an estimated $136M.

  • 732 institutional investors held HubSpot (HUBS) as of Q1 2024, up from 706 in Q4 2023.
  • Funds reported $28.6B of HubSpot stock for Q1 2024, up 8.2% quarter-over-quarter.
  • 98 funds opened new HubSpot positions in Q1 2024 and 59 closed out, a net change of +39 holders.
  • The largest HubSpot buyer in Q1 2024 was Jennison Associates, an estimated $363M added.
  • The largest HubSpot seller in Q1 2024 was Morgan Stanley, an estimated $136M sold.

Based on aggregated 13F filings for Q1 2024.