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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
AC
526
Armistice Capital
New York
$5.41K +$6.57M +18,000 New
CWP
527
Concord Wealth Partners
Virginia
$5K
RE
528
RBC Europe
United Kingdom
$5K
GWS
529
Glassman Wealth Services
Virginia
$5K +$3.29K +9 +113%
CMP
530
Coston McIsaac & Partners
Maine
$5K +$5.48K +15 New
AF
531
Advisornet Financial
Minnesota
$4K -$17.5K -48 -80%
JWA
532
JFS Wealth Advisors
Pennsylvania
$4K -$365 -1 -7%
CHA
533
Carmichael Hill & Associates
Maryland
$4K
VCM
534
Vigilant Capital Management
Maine
$4K
WBC
535
West Branch Capital
Massachusetts
$4K
CAC
536
Core Alternative Capital
Georgia
$4K +$1.1K +3 +33%
BWL
537
Bogart Wealth LLC
Virginia
$4K +$4.38K +12 New
ODG
538
O'Dell Group
Ohio
$4K +$4.38K +12 New
TCOV
539
Trust Company of Vermont
Vermont
$4K +$5.11K +14 New
MCC
540
Money Concepts Capital
Florida
$3K -$8.4K -23 -74%
KTC
541
Kistler-Tiffany Companies
Pennsylvania
$3K -$1.83K -5 -36%
APC
542
Aspire Private Capital
North Carolina
$3K
CFD
543
Creative Financial Designs
Indiana
$3K
OAJ
544
Ogorek Anthony Joseph
New York
$3K
TFA
545
Toth Financial Advisory
Virginia
$3K
VNA
546
Valley National Advisers
Pennsylvania
$3K +$365 +1 +11%
PTC
547
Private Trust Company
Ohio
$3K +$3.29K +9 New
HFS
548
Heritage Financial Services
Massachusetts
$3K +$4.02K +11 New
WPA
549
West Paces Advisors
Georgia
$2.71K
MPWT
550
MassMutual Private Wealth & Trust
Connecticut
$2K -$8.4K -23 -74%

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.