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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 %
Envestnet Portfolio Solutions
426
Envestnet Portfolio Solutions
Illinois
$730K -$103K -181 -12%
HFS
427
Hantz Financial Services
Michigan
$729K +$674K +1,180 +1,229%
MFA
428
Mayflower Financial Advisors
Massachusetts
$728K +$21.1K +37 +3%
AAG
429
Armstrong Advisory Group
Massachusetts
$725K – – –
IIM
430
INTECH Investment Management
Florida
$723K – – –
SWA
431
Sax Wealth Advisors
New Jersey
$721K +$231K +405 +47%
SCM
432
SCS Capital Management
Massachusetts
$717K +$717K +1,255 New
IA
433
IFP Advisors
Florida
$717K +$24.6K +43 +4%
WF
434
WinCap Financial
Massachusetts
$708K -$85.7K -150 -11%
MWM
435
Moran Wealth Management
Florida
$686K -$22.9K -40 -3%
Fifth Third Bancorp
436
Fifth Third Bancorp
Ohio
$680K +$2.86K +5 +0.4%
BCM
437
Brown Capital Management
Maryland
$678K -$663K -1,160 -49%
MC
438
MIG Capital
California
$675K +$402K +704 +148%
SAM
439
Shell Asset Management
Netherlands
$672K -$14.9K -26 -2%
PCIA
440
Prime Capital Investment Advisors
Kansas
$670K +$149K +260 +28%
CL
441
CSS LLC
Illinois
$668K +$668K +1,170 New
AWS
442
Atria Wealth Solutions
New York
$642K -$220K -385 -26%
OAM
443
Ostrum Asset Management
France
$640K -$379K -664 -37%
PL
444
Perpetual Ltd
Australia
$640K -$50.3K -88 -7%
JAM
445
Jupiter Asset Management
United Kingdom
$640K – – –
William Blair & Company
446
William Blair & Company
Illinois
$639K -$233K -407 -27%
Renaissance Technologies
447
Renaissance Technologies
New York
$628K -$9.71M -17,000 -94%
BOTPPF
448
Board of the Pension Protection Fund
United Kingdom
$628K +$628K +1,100 New
S
449
SignatureFD
Georgia
$620K +$50.8K +89 +9%
LA
450
Legacy Advisors
Pennsylvania
$615K +$1.14K +2 +0.2%
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