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HubSpot
HUBS

Overview Fund Activity

718 hedge funds and large institutions have $24.1B invested in HubSpot in 2024 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 272 increasing their positions, 253 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
718
Holders Change
-75
Holders Change %
-9.46%
% of All Funds
10.38%
Holding in Top 10
11
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-52.17%
% of All Funds
0.16%
New
77
Increased
272
Reduced
253
Closed
143
Calls
$357M
Puts
$526M
Net Calls
-$169M
Net Calls Change
-$554M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.4B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$256M
3
Pictet Asset Management
Pictet Asset Management
Switzerland
+$185M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$179M
5
DCP
Durable Capital Partners
Maryland
+$107M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$278M
2
Jennison Associates
Jennison Associates
New York
-$256M
3
Millennium Management
Millennium Management
New York
-$215M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$180M
5
LCM
Laurion Capital Management
New York
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
476
Sequoia Financial Advisors
Ohio
$367K +$53.2K +100 +17%
BCV
477
Banque Cantonale Vaudoise
Switzerland
$362K -$179K -336 -33%
CG
478
Caprock Group
Idaho
$358K +$51.6K +97 +17%
TC
479
TownSquare Capital
Utah
$355K +$171K +322 +93%
PA
480
Parallel Advisors
California
$343K +$4.78K +9 +1%
BWP
481
Baldwin Wealth Partners
Massachusetts
$342K +$17.5K +33 +5%
JWCA
482
J.W. Cole Advisors
Florida
$340K +$124K +233 +57%
YCM
483
Yousif Capital Management
Michigan
$339K +$5.32K +10 +2%
DT
484
Diversified Trust
Tennessee
$339K +$2.66K +5 +0.8%
FHA
485
First Horizon Advisors
Tennessee
$331K -$3.19K -6 -1%
WAG
486
Winthrop Advisory Group
Massachusetts
$331K -$5.32K -10 -2%
VAS
487
Vestmark Advisory Solutions
Massachusetts
$329K +$26.6K +50 +9%
BRWA
488
B. Riley Wealth Advisors
Florida
$329K -$22.7K -43 -6%
SWA
489
Sax Wealth Advisors
New Jersey
$327K +$96.8K +182 +42%
IWA
490
Icon Wealth Advisors
Texas
$324K -$1.06K -2 -0.3%
PFG
491
Prosperity Financial Group
California
$320K +$26.6K +50 +9%
OHWP
492
Oak Harbor Wealth Partners
North Carolina
$317K – – –
EA
493
Emerald Advisers
Pennsylvania
$317K -$6.91K -13 -2%
HI
494
Harbour Investments
Wisconsin
$315K +$8.51K +16 +3%
OIA
495
OneDigital Investment Advisors
Kansas
$314K -$20.7K -39 -6%
PWM
496
Perigon Wealth Management
California
$301K -$42.5K -80 -12%
National Bank of Canada
497
National Bank of Canada
Quebec, Canada
$299K +$172K +324 +136%
BAM
498
Berkshire Asset Management
Pennsylvania
$298K – – –
Northwestern Mutual Wealth Management
499
Northwestern Mutual Wealth Management
Wisconsin
$297K +$10.1K +19 +4%
HBS
500
Howard Bailey Securities
Indiana
$295K +$295K +555 New
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