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HubSpot

564 hedge funds and large institutions have $11.9B invested in HubSpot in 2022 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 222 increasing their positions, 181 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
-17
Holders Change %
-2.93%
% of All Funds
9.75%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.26%
New
70
Increased
222
Reduced
181
Closed
80
Calls
$202M
Puts
$255M
Net Calls
-$53.2M
Net Calls Change
-$1.58M
Name Holding Trade Value Shares
Change
Shares
Change %
PAI
501
Pittenger & Anderson Inc
Nebraska
$8K
NFSG
502
Newbridge Financial Services Group
Florida
$8K
ZB
503
Zions Bancorporation
Utah
$8K +$6.71K +26 +520%
HFS
504
Hantz Financial Services
Michigan
$7K
FRA
505
Front Row Advisors
California
$7K +$778 +3 +13%
TWA
506
TCI Wealth Advisors
Arizona
$6K -$545 -2 -8%
BG
507
Bollard Group
Massachusetts
$6K
SA
508
SRH Advisors
Kansas
$6K
NIM
509
NuWave Investment Management
New Jersey
$6K +$6K +23 New
BWA
510
BDO Wealth Advisors
Florida
$5K
BWM
511
BerganKDV Wealth Management
Minnesota
$5K +$250 +1 +5%
DFCM
512
Dark Forest Capital Management
Puerto Rico
$5K +$4.47K +17 +850%
PI
513
PFS Investments
Georgia
$4.31K +$67 +249 +2%
JWA
514
JFS Wealth Advisors
Pennsylvania
$4K -$308 -1 -7%
GWS
515
Glassman Wealth Services
Virginia
$4K -$250 -1 -6%
WBC
516
West Branch Capital
Massachusetts
$4K
CMP
517
Coston McIsaac & Partners
Maine
$4K
CHA
518
Carmichael Hill & Associates
Maryland
$4K +$800 +3 +25%
CAL
519
Capital Advisors Ltd
Ohio
$4K +$4K +15 New
BTI
520
Blue Trust Inc
Georgia
$3K -$2.4K -8 -44%
CAC
521
Core Alternative Capital
Georgia
$3K
APC
522
Aspire Private Capital
North Carolina
$3K
TFA
523
Toth Financial Advisory
Virginia
$3K
CFD
524
Creative Financial Designs
Indiana
$3K
RDIA
525
RE Dickinson Investment Advisors
Iowa
$3K