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HubSpot
HUBS

Overview Fund Activity

792 hedge funds and large institutions have $27.1B invested in HubSpot in 2025 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 350 increasing their positions, 222 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
792
Holders Change
+2
Holders Change %
+0.25%
% of All Funds
10.76%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
114
Increased
350
Reduced
222
Closed
97
Calls
$270M
Puts
$162M
Net Calls
+$108M
Net Calls Change
+$456M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$408M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$239M
3
Franklin Resources
Franklin Resources
California
+$190M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$144M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$115M

Top Sellers

1
Coatue Management
Coatue Management
New York
-$260M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$218M
3
ACA
Abdiel Capital Advisors
New York
-$206M
4
SM
SCGE Management
California
-$192M
5
Citadel Advisors
Citadel Advisors
Florida
-$184M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSCM
501
Sovereign's Capital Management
Georgia
$427K -$577K -1,010 -57%
SCA
502
Snowden Capital Advisors
New York
$420K -$628K -1,099 -60%
ORI
503
Oak Ridge Investments
Illinois
$418K +$82.8K +145 +25%
AWA
504
Alta Wealth Advisors
Massachusetts
$417K – – –
KAS
505
Kestra Advisory Services
Texas
$414K +$22.9K +40 +6%
JWCA
506
J.W. Cole Advisors
Florida
$411K +$8.57K +15 +2%
FRM
507
Fox Run Management
Connecticut
$408K +$408K +714 New
PFG
508
Prosperity Financial Group
California
$406K -$571 -1 -0.1%
PA
509
Parallel Advisors
California
$406K +$10.9K +19 +3%
EA
510
Emerald Advisers
Pennsylvania
$404K +$62.8K +110 +18%
CCM
511
Coldstream Capital Management
Washington
$402K -$42.3K -74 -10%
AIM
512
Arcadia Investment Management
Michigan
$400K – – –
BTI
513
Blue Trust Inc
Georgia
$396K +$51.4K +90 +15%
FCM
514
Fourpath Capital Management
Oklahoma
$386K -$25.1K -44 -6%
BIG
515
Brooklyn Investment Group
New York
$383K +$294K +514 +327%
YCM
516
Yousif Capital Management
Michigan
$378K +$10.9K +19 +3%
ICP
517
Impact Capital Partners
Colorado
$370K -$17.7K -31 -5%
BWP
518
Baldwin Wealth Partners
Massachusetts
$367K – – –
BBP
519
Banco BTG Pactual
Brazil
$360K -$211K -370 -37%
MFG
520
Menard Financial Group
Texas
$356K -$10.7K -17 -3%
AI
521
Accredited Investors
Minnesota
$348K +$6.86K +12 +2%
DO
522
denkapparat Operations
Germany
$344K +$344K +602 New
OHWP
523
Oak Harbor Wealth Partners
North Carolina
$341K – – –
BP
524
Ballentine Partners
Massachusetts
$334K +$11.4K +20 +4%
KRW
525
Kaufman Rossin Wealth
Florida
$333K +$333K +583 New
19 20
21
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