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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 %
CT
476
Coastline Trust
Rhode Island
$360K
LNWWM
477
Laird Norton Wetherby Wealth Management
California
$358K -$5.01K -8 -1%
AFG
478
Albion Financial Group
Utah
$358K -$627 -1 -0.2%
SWP
479
Stratos Wealth Partners
Ohio
$352K +$43.9K +70 +14%
RRCM
480
Rappaport Reiches Capital Management
Illinois
$351K +$351K +560 New
RJT
481
Raymond James Trust
Florida
$349K -$21.9K -35 -6%
BFS
482
Bradley Foster & Sargent
Connecticut
$346K +$346K +552 New
SFG
483
Synergy Financial Group
California
$343K +$54.5K +87 +19%
PFS
484
Prospera Financial Services
Texas
$338K +$110K +176 +48%
SFA
485
Sequoia Financial Advisors
Ohio
$333K -$632K -1,008 -65%
CAPTRUST Financial Advisors
486
CAPTRUST Financial Advisors
North Carolina
$332K -$1.22M -1,947 -79%
BP
487
Ballentine Partners
Massachusetts
$325K +$57.6K +92 +22%
HFM
488
Harvest Fund Management
China
$323K -$140K -224 -30%
BFA
489
Benedict Financial Advisors
Georgia
$323K
VAS
490
Vestmark Advisory Solutions
Massachusetts
$320K +$2.51K +4 +0.8%
CFP
491
Catalyst Financial Partners
Massachusetts
$319K +$27.9K +44 +10%
MWM
492
Moran Wealth Management
Florida
$319K +$319K +509 New
GWSG
493
GPS Wealth Strategies Group
Colorado
$318K +$6.27K +10 +2%
BFEC
494
Benjamin F. Edwards & Company
Missouri
$318K +$200K +320 +170%
PFWA
495
Paces Ferry Wealth Advisors
Georgia
$318K -$3.76K -6 -1%
FPAS
496
Focus Partners Advisor Solutions
Missouri
$318K +$90.2K +144 +40%
BAM
497
Berkshire Asset Management
Pennsylvania
$317K +$626 +1 +0.2%
CI
498
Cigna Investments
Connecticut
$313K +$6.29K +10 +2%
FAFN
499
First Affirmative Financial Network
Colorado
$309K +$11.3K +18 +4%
PFG
500
Prosperity Financial Group
California
$308K +$18.2K +29 +6%