We are live on ! Find out more
HUBS icon

HubSpot

678 hedge funds and large institutions have $22.2B invested in HubSpot in 2023 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 243 increasing their positions, 241 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.06% more ownership

Funds ownership: 88.89%89.95% (+1.1%)

8% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 72

1% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 241

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

0% less funds holding

Funds holding: 681678 (-3)

5% less capital invested

Capital invested by funds: $23.4B → $22.2B (-$1.22B)

18% less call options, than puts

Call options by funds: $356M | Put options by funds: $433M

Holders
678
Holders Change
-3
Holders Change %
-0.44%
% of All Funds
10.76%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
78
Increased
243
Reduced
241
Closed
72
Calls
$356M
Puts
$433M
Net Calls
-$76.6M
Net Calls Change
-$8.25M
Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
476
Laird Norton Wetherby Wealth Management
California
$299K +$4.18K +8 +1%
KAS
477
Kestra Advisory Services
Texas
$298K -$343K -657 -52%
MM
478
MQS Management
New York
$297K +$316K +604 New
FHA
479
First Horizon Advisors
Tennessee
$294K -$20.9K -40 -6%
RJT
480
Raymond James Trust
Florida
$293K -$6.27K -12 -2%
FFA
481
Founders Financial Alliance
North Carolina
$292K -$8.88K -17 -3%
PA
482
Parallel Advisors
California
$291K +$15.7K +30 +5%
YIH
483
Y-Intercept (HK)
Hong Kong
$290K -$276K -528 -47%
CT
484
Coastline Trust
Rhode Island
$283K
AFG
485
Albion Financial Group
Utah
$282K
YCM
486
Yousif Capital Management
Michigan
$272K +$7.84K +15 +3%
OR
487
Olympiad Research
Connecticut
$269K -$161K -309 -36%
HWM
488
HB Wealth Management
Georgia
$267K +$18.3K +35 +7%
NRD
489
Nebula Research & Development
New York
$267K +$283K +542 New
GSEP
490
Golden State Equity Partners
California
$264K +$1.57K +3 +0.6%
MYAM
491
Meiji Yasuda Asset Management
Japan
$261K +$47K +90 +20%
TFCP
492
Twin Focus Capital Partners
Massachusetts
$259K -$47.5K -91 -15%
VAS
493
Vestmark Advisory Solutions
Massachusetts
$255K -$2.36M -4,516 -90%
AR
494
Advisory Research
Illinois
$254K -$70.5K -135 -21%
BFA
495
Benedict Financial Advisors
Georgia
$254K
AAM
496
Advisors Asset Management
Colorado
$254K +$16.2K +31 +6%
EDRIA
497
Edmonds Duncan Registered Investment Advisors
Kansas
$253K +$46.5K +89 +21%
Baird Financial Group
498
Baird Financial Group
Wisconsin
$252K -$49.1K -94 -16%
AT
499
American Trust
Kentucky
$252K -$79.9K -153 -23%
ACA
500
Affinity Capital Advisors
California
$251K -$9.93K -19 -4%

HUBS Hedge Fund Activity: Q3 2023 in Review

678 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q3 2023, worth a combined $22.2B — down 5.2% from $23.4B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new HUBS positions and 72 closed out — a net gain of 6 holders — while 243 added to existing stakes and 241 trimmed.

The largest buyer was Jennison Associates, adding an estimated $364M. The largest seller was Artisan Partners, cutting an estimated $138M.

  • 678 institutional investors held HubSpot (HUBS) as of Q3 2023, down from 681 in Q2 2023.
  • Funds reported $22.2B of HubSpot stock for Q3 2023, down 5.2% quarter-over-quarter.
  • 78 funds opened new HubSpot positions in Q3 2023 and 72 closed out, a net change of +6 holders.
  • The largest HubSpot buyer in Q3 2023 was Jennison Associates, an estimated $364M added.
  • The largest HubSpot seller in Q3 2023 was Artisan Partners, an estimated $138M sold.

Based on aggregated 13F filings for Q3 2023.