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HubSpot

804 hedge funds and large institutions have $27.4B invested in HubSpot in 2025 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 351 increasing their positions, 229 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $270M | Put options by funds: $162M

53% more repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 229

21% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 96

1.35% more ownership

Funds ownership: 91.02%92.37% (+1.4%)

1% more funds holding

Funds holding: 796804 (+8)

17% less capital invested

Capital invested by funds: $33B → $27.4B (-$5.52B)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
804
Holders Change
+8
Holders Change %
+1.01%
% of All Funds
10.78%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
116
Increased
351
Reduced
229
Closed
96
Calls
$270M
Puts
$162M
Net Calls
+$108M
Net Calls Change
+$456M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
501
Bayforest Capital
United Kingdom
$444K +$403K +575 +283%
SIG
502
Stonegate Investment Group
Alabama
$444K -$51.9K -74 -9%
PFWA
503
Paces Ferry Wealth Advisors
Georgia
$442K +$2.81K +4 +0.5%
HAG
504
HighPoint Advisor Group
Illinois
$441K +$4.21K +6 +0.8%
Simplex Trading
505
Simplex Trading
Illinois
$436K +$536K +764 New
MYAM
506
Meiji Yasuda Asset Management
Japan
$432K
WI
507
WrapManager Inc
California
$428K -$90.5K -129 -15%
SSCM
508
Sovereign's Capital Management
Georgia
$427K -$708K -1,010 -57%
SCA
509
Snowden Capital Advisors
New York
$420K -$771K -1,099 -60%
ORI
510
Oak Ridge Investments
Illinois
$418K +$102K +145 +25%
AWA
511
Alta Wealth Advisors
Massachusetts
$417K
KAS
512
Kestra Advisory Services
Texas
$414K +$28.1K +40 +6%
JWCA
513
J.W. Cole Advisors
Florida
$411K +$10.5K +15 +2%
FRM
514
Fox Run Management
Connecticut
$408K +$501K +714 New
PFG
515
Prosperity Financial Group
California
$406K -$701 -1 -0.1%
PA
516
Parallel Advisors
California
$406K +$13.3K +19 +3%
EA
517
Emerald Advisers
Pennsylvania
$404K +$77.2K +110 +18%
CCM
518
Coldstream Capital Management
Washington
$402K -$51.9K -74 -10%
AIM
519
Arcadia Investment Management
Michigan
$400K
BTI
520
Blue Trust Inc
Georgia
$396K +$63.1K +90 +15%
FCM
521
Fourpath Capital Management
Oklahoma
$386K -$30.9K -44 -6%
BIG
522
Brooklyn Investment Group
New York
$383K +$361K +514 +327%
YCM
523
Yousif Capital Management
Michigan
$378K +$13.3K +19 +3%
ICP
524
Impact Capital Partners
Colorado
$370K -$21.7K -31 -5%
BWP
525
Baldwin Wealth Partners
Massachusetts
$367K

HUBS Hedge Fund Activity: Q1 2025 in Review

804 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q1 2025, worth a combined $27.4B — down 17% from $33B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new HUBS positions and 96 closed out — a net gain of 20 holders — while 351 added to existing stakes and 229 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $502M. The largest seller was Fidelity Investments, cutting an estimated $268M.

  • 804 institutional investors held HubSpot (HUBS) as of Q1 2025, up from 796 in Q4 2024.
  • Funds reported $27.4B of HubSpot stock for Q1 2025, down 17% quarter-over-quarter.
  • 116 funds opened new HubSpot positions in Q1 2025 and 96 closed out, a net change of +20 holders.
  • The largest HubSpot buyer in Q1 2025 was T. Rowe Price Associates, an estimated $502M added.
  • The largest HubSpot seller in Q1 2025 was Fidelity Investments, an estimated $268M sold.

Based on aggregated 13F filings for Q1 2025.