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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
FHA
476
First Horizon Advisors
Tennessee
$372K -$8.41K -14 -2%
SLAM
477
Swiss Life Asset Management
$368K -$1.38M -2,302 -80%
Northwestern Mutual Wealth Management
478
Northwestern Mutual Wealth Management
Wisconsin
$367K +$22.2K +37 +7%
HI
479
Harbour Investments
Wisconsin
$363K +$3.61K +6 +1%
CT
480
Coastline Trust
Rhode Island
$360K
LNWWM
481
Laird Norton Wetherby Wealth Management
California
$358K -$4.81K -8 -1%
AFG
482
Albion Financial Group
Utah
$358K -$601 -1 -0.2%
SWP
483
Stratos Wealth Partners
Ohio
$352K +$42.1K +70 +14%
RRCM
484
Rappaport Reiches Capital Management
Illinois
$351K +$337K +560 New
RJT
485
Raymond James Trust
Florida
$349K -$21K -35 -6%
BFS
486
Bradley Foster & Sargent
Connecticut
$346K +$332K +552 New
SFG
487
Synergy Financial Group
California
$343K +$52.3K +87 +19%
PFS
488
Prospera Financial Services
Texas
$338K +$106K +176 +48%
SFA
489
Sequoia Financial Advisors
Ohio
$333K -$606K -1,008 -65%
CAPTRUST Financial Advisors
490
CAPTRUST Financial Advisors
North Carolina
$332K -$1.17M -1,947 -79%
BP
491
Ballentine Partners
Massachusetts
$325K +$55.3K +92 +22%
HFM
492
Harvest Fund Management
China
$323K -$135K -224 -30%
BFA
493
Benedict Financial Advisors
Georgia
$323K
VAS
494
Vestmark Advisory Solutions
Massachusetts
$320K +$2.4K +4 +0.8%
CFP
495
Catalyst Financial Partners
Massachusetts
$319K +$26.4K +44 +10%
MWM
496
Moran Wealth Management
Florida
$319K +$306K +509 New
GWSG
497
GPS Wealth Strategies Group
Colorado
$318K +$6.01K +10 +2%
BFEC
498
Benjamin F. Edwards & Company
Missouri
$318K +$192K +320 +170%
PFWA
499
Paces Ferry Wealth Advisors
Georgia
$318K -$3.61K -6 -1%
FPAS
500
Focus Partners Advisor Solutions
Missouri
$318K +$86.5K +144 +40%

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.