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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
BAM
501
Berkshire Asset Management
Pennsylvania
$317K +$601 +1 +0.2%
CI
502
Cigna Investments
Connecticut
$313K +$6.01K +10 +2%
FAFN
503
First Affirmative Financial Network
Colorado
$309K +$10.8K +18 +4%
PFG
504
Prosperity Financial Group
California
$308K +$17.4K +29 +6%
MAS
505
Meeder Advisory Services
Ohio
$306K +$23.4K +39 +9%
HNB
506
Huntington National Bank
Ohio
$302K +$66.1K +110 +30%
BBHC
507
Brown Brothers Harriman & Co
New York
$302K
WF
508
Welch & Forbes
Massachusetts
$301K -$60.1K -100 -17%
AI
509
Accredited Investors
Minnesota
$296K
GSIS
510
Global Strategic Investment Solutions
Arizona
$294K
CCM
511
Coldstream Capital Management
Washington
$289K +$18K +30 +7%
WS
512
Wedbush Securities
California
$285K +$45.1K +75 +20%
NAS
513
Nicolet Advisory Services
Wisconsin
$285K +$260K +432 New
WJWM
514
Williams Jones Wealth Management
New York
$284K
BC
515
Bridgefront Capital
Texas
$283K +$272K +452 New
CGH
516
Crossmark Global Holdings
Texas
$282K +$271K +451 New
FFS
517
Founders Financial Securities
Maryland
$281K +$56.5K +94 +26%
HI
518
Horizon Investments
North Carolina
$281K +$56.5K +94 +26%
SB
519
Strategic Blueprint
Georgia
$281K +$270K +449 New
PIM
520
Plato Investment Management
Australia
$281K +$168K +279 +165%
CG
521
Caprock Group
Idaho
$278K +$32.5K +54 +14%
Baird Financial Group
522
Baird Financial Group
Wisconsin
$270K +$3K +5 +1%
IGAM
523
iA Global Asset Management
Quebec, Canada
$269K -$49.9K -83 -16%
BHCM
524
Brevan Howard Capital Management
Jersey
$268K -$841K -1,400 -77%
AC
525
Avestar Capital
New York
$264K +$1.8K +3 +0.7%

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.