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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 %
BCM
426
BluePath Capital Management
Georgia
$544K -$15K -24 -3%
KWM
427
Kingsview Wealth Management
Oregon
$542K -$13.2K -21 -2%
MS
428
Maven Securities
Jersey
$541K +$541K +864 New
RFN
429
Redwood Financial Network
Ohio
$540K
BRWA
430
B. Riley Wealth Advisors
Florida
$538K +$145K +294 +37%
FZCM
431
Flynn Zito Capital Management
New York
$531K +$531K +847 New
MOS
432
MGO One Seven
Ohio
$531K -$10.7K -17 -2%
FB
433
Fulton Bank
Pennsylvania
$529K +$55.8K +89 +12%
PL
434
Perpetual Ltd
Australia
$518K -$495K -790 -49%
AT
435
American Trust
Kentucky
$514K -$4.39K -7 -0.8%
KAS
436
Kestra Advisory Services
Texas
$513K +$140K +223 +37%
O
437
Ossiam
France
$508K +$83.3K +133 +20%
CPBTD
438
Central Pacific Bank - Trust Division
Hawaii
$487K +$487K +765 New
EA
439
Emerald Advisers
Pennsylvania
$487K -$5.01K -8 -1%
WWP
440
Waypoint Wealth Partners
California
$486K
AIG
441
American International Group
New York
$484K
AAS
442
Ameritas Advisory Services
Nebraska
$473K -$107K -181 -18%
FCM
443
Fourpath Capital Management
Oklahoma
$472K -$4.39K -7 -0.9%
HAG
444
HighPoint Advisor Group
Illinois
$470K +$64.5K +108 +16%
NW
445
NewEdge Wealth
Pennsylvania
$466K +$78K +132 +20%
GCM
446
Graham Capital Management
Connecticut
$461K -$213K -340 -32%
OAM
447
Ostrum Asset Management
France
$459K +$123K +196 +37%
BFG
448
Bleakley Financial Group
New Jersey
$458K +$4.39K +7 +1%
SW
449
Simplicity Wealth
New Jersey
$458K +$458K +731 New
IMCOOI
450
Investment Management Corp of Ontario (IMCO)
Canada
$457K -$251K -400 -35%