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HubSpot

804 hedge funds and large institutions have $27.4B invested in HubSpot in 2025 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 351 increasing their positions, 229 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $270M | Put options by funds: $162M

53% more repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 229

21% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 96

1.35% more ownership

Funds ownership: 91.02%92.37% (+1.4%)

1% more funds holding

Funds holding: 796804 (+8)

17% less capital invested

Capital invested by funds: $33B → $27.4B (-$5.52B)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
804
Holders Change
+8
Holders Change %
+1.01%
% of All Funds
10.78%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
116
Increased
351
Reduced
229
Closed
96
Calls
$270M
Puts
$162M
Net Calls
+$108M
Net Calls Change
+$456M
Name Holding Trade Value Shares
Change
Change in
Stake
MIF
426
Mediolanum International Funds
Ireland
$749K +$903K +1,287 New
DT
427
Diversified Trust
Tennessee
$747K +$4.91K +7 +0.5%
WP
428
Woodline Partners
California
$746K -$29.3M -41,764 -97%
KOCAA
429
Knights of Columbus Asset Advisors
Connecticut
$740K -$701 -1 -0.1%
AAM
430
Advisors Asset Management
Colorado
$732K -$37.9K -54 -4%
Cambridge Investment Research Advisors
431
Cambridge Investment Research Advisors
Iowa
$732K -$76.5K -109 -8%
Envestnet Portfolio Solutions
432
Envestnet Portfolio Solutions
Illinois
$730K -$127K -181 -12%
HFS
433
Hantz Financial Services
Michigan
$729K +$828K +1,180 +1,229%
MFA
434
Mayflower Financial Advisors
Massachusetts
$728K +$26K +37 +3%
AAG
435
Armstrong Advisory Group
Massachusetts
$725K
IIM
436
INTECH Investment Management
Florida
$723K
SWA
437
Sax Wealth Advisors
New Jersey
$721K +$284K +405 +47%
SCM
438
SCS Capital Management
Massachusetts
$717K +$880K +1,255 New
IA
439
IFP Advisors
Florida
$717K +$30.2K +43 +4%
WF
440
WinCap Financial
Massachusetts
$708K -$105K -150 -11%
MWM
441
Moran Wealth Management
Florida
$686K -$28.1K -40 -3%
Fifth Third Bancorp
442
Fifth Third Bancorp
Ohio
$680K +$3.51K +5 +0.4%
BCM
443
Brown Capital Management
Maryland
$678K -$814K -1,160 -49%
MC
444
MIG Capital
California
$675K +$494K +704 +148%
SAM
445
Shell Asset Management
Netherlands
$672K -$18.2K -26 -2%
PCIA
446
Prime Capital Investment Advisors
Kansas
$670K +$182K +260 +28%
CL
447
CSS LLC
Illinois
$668K +$821K +1,170 New
AWS
448
Atria Wealth Solutions
New York
$642K -$270K -385 -26%
OAM
449
Ostrum Asset Management
France
$640K -$466K -664 -37%
PL
450
Perpetual Ltd
Australia
$640K -$61.7K -88 -7%

HUBS Hedge Fund Activity: Q1 2025 in Review

804 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q1 2025, worth a combined $27.4B — down 17% from $33B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new HUBS positions and 96 closed out — a net gain of 20 holders — while 351 added to existing stakes and 229 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $502M. The largest seller was Fidelity Investments, cutting an estimated $268M.

  • 804 institutional investors held HubSpot (HUBS) as of Q1 2025, up from 796 in Q4 2024.
  • Funds reported $27.4B of HubSpot stock for Q1 2025, down 17% quarter-over-quarter.
  • 116 funds opened new HubSpot positions in Q1 2025 and 96 closed out, a net change of +20 holders.
  • The largest HubSpot buyer in Q1 2025 was T. Rowe Price Associates, an estimated $502M added.
  • The largest HubSpot seller in Q1 2025 was Fidelity Investments, an estimated $268M sold.

Based on aggregated 13F filings for Q1 2025.