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HubSpot

584 hedge funds and large institutions have $13.1B invested in HubSpot in 2022 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 240 increasing their positions, 180 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 180

0.32% more ownership

Funds ownership: 91.67%91.99% (+0.32%)

7% less funds holding

Funds holding: 628584 (-44)

19% less call options, than puts

Call options by funds: $222M | Put options by funds: $274M

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

31% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 104

36% less capital invested

Capital invested by funds: $20.5B → $13.1B (-$7.44B)

Holders
584
Holders Change
-44
Holders Change %
-7.01%
% of All Funds
9.84%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.19%
New
72
Increased
240
Reduced
180
Closed
104
Calls
$222M
Puts
$274M
Net Calls
-$51.7M
Net Calls Change
+$93M
Name Holding Trade Value Shares
Change
Change in
Stake
C
501
Covestor
United Kingdom
$11K +$365 +1 +3%
VVP
502
Venture Visionary Partners
Ohio
$10.8K +$13.1K +36 New
OPW
503
Oxler Private Wealth
New York
$10.5K +$12.8K +35 New
EARNEST Partners
504
EARNEST Partners
Georgia
$10K
BIA
505
Bell Investment Advisors
California
$10K +$11.7K +32 New
BDWM
506
Brewin Dolphin Wealth Management
Ireland
$9K -$27.4K -75 -71%
LC
507
Lindbrook Capital
California
$9K -$5.48K -15 -34%
AIP
508
Ameritas Investment Partners
Nebraska
$9K
NFSG
509
Newbridge Financial Services Group
Florida
$9K
UB
510
UMB Bank
Missouri
$9K
PAI
511
Pittenger & Anderson Inc
Nebraska
$9K +$1.83K +5 +20%
LF
512
Lee Financial
Texas
$9K +$2.92K +8 +38%
BTI
513
Blue Trust Inc
Georgia
$9K +$6.57K +18 New
CA
514
Crewe Advisors
Utah
$9K +$10.6K +29 New
HFS
515
Hantz Financial Services
Michigan
$8K
BG
516
Bollard Group
Massachusetts
$7K
TWA
517
TCI Wealth Advisors
Arizona
$7K +$730 +2 +9%
FRA
518
Front Row Advisors
California
$7K +$1.46K +4 +20%
AWM
519
Activest Wealth Management
Florida
$6K
BWA
520
BDO Wealth Advisors
Florida
$6K
BWM
521
BerganKDV Wealth Management
Minnesota
$6K
COCM
522
Charter Oak Capital Management
New Hampshire
$6K
SA
523
SRH Advisors
Kansas
$6K
CFO
524
CVA Family Office
Colorado
$6K +$3.65K +10 +100%
CA
525
CoreCap Advisors
Michigan
$6K +$7.67K +21 New

HUBS Hedge Fund Activity: Q2 2022 in Review

584 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q2 2022, worth a combined $13.1B — down 36% from $20.5B a quarter earlier.

Sellers outnumbered buyers: 104 funds closed out of HUBS and 72 opened new positions — a net loss of 32 holders — while 180 trimmed existing stakes and 240 added.

The largest buyer was Citadel Advisors, adding an estimated $101M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $212M sold.

  • 584 institutional investors held HubSpot (HUBS) as of Q2 2022, down from 628 in Q1 2022.
  • Funds reported $13.1B of HubSpot stock for Q2 2022, down 36% quarter-over-quarter.
  • 72 funds opened new HubSpot positions in Q2 2022 and 104 closed out, a net change of -32 holders.
  • The largest HubSpot buyer in Q2 2022 was Citadel Advisors, an estimated $101M added.
  • The largest HubSpot seller in Q2 2022 was Lone Pine Capital, an estimated $212M sold.

Based on aggregated 13F filings for Q2 2022.