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HubSpot
HUBS

575 hedge funds and large institutions have $13.1B invested in HubSpot in 2022 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 217 increasing their positions, 193 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 66

13% more funds holding in top 10

Funds holding in top 10: 15 → 17 (+2)

12% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 193

10% more capital invested

Capital invested by funds: $12B → $13.1B (+$1.15B)

1% more funds holding

Funds holding: 567 → 575 (+8)

0.36% more ownership

Funds ownership: 93% → 93.37% (+0.36%)

27% less call options, than puts

Call options by funds: $262M | Put options by funds: $358M

Holders
575
Holders Change
+8
Holders Change %
+1.41%
% of All Funds
9.24%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.27%
New
82
Increased
217
Reduced
193
Closed
66
Calls
$262M
Puts
$358M
Net Calls
-$96.6M
Net Calls Change
-$43.4M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$129M
2
ACA
Abdiel Capital Advisors
New York
+$98.2M
3
Amundi
Amundi
France
+$78.4M
4
Millennium Management
Millennium Management
New York
+$75.3M
5
WRCM
Whale Rock Capital Management
Massachusetts
+$59.7M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$191M
2
Capital World Investors
Capital World Investors
California
-$168M
3
Tiger Global Management
Tiger Global Management
New York
-$73.2M
4
JP Morgan Chase
JP Morgan Chase
New York
-$50.8M
5
SM
SCGE Management
California
-$50.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
APC
526
Aspire Private Capital
North Carolina
$2.89K – – –
CFD
527
Creative Financial Designs
Indiana
$2.89K – – –
GC
528
Globeflex Capital
California
$2.89K – – –
TFA
529
Toth Financial Advisory
Virginia
$2.89K – – –
MPCL
530
My Personal CFO LLC
Washington
$2.89K +$2.83K +10 New
GWS
531
Glassman Wealth Services
Virginia
$2.6K -$1.98K -7 -44%
CAC
532
Core Alternative Capital
Georgia
$2.6K -$850 -3 -25%
MHR
533
Matthew Hamilton Rosenberg
$2.31K – – –
FA
534
Fiduciary Alliance
South Carolina
$2.31K +$2.27K +8 New
AWM
535
Abound Wealth Management
Tennessee
$2.02K – – –
CAS
536
Coppell Advisory Solutions
Texas
$2.02K +$1.98K +7 New
CASC
537
Coppell Advisory Solutions Corp
Texas
$2.02K +$1.98K +7 New
GCS
538
Gordian Capital (Singapore)
Singapore
$2K -$12.8K -45 -88%
PTC
539
Private Trust Company
Ohio
$2K -$850 -3 -33%
BTI
540
Blue Trust Inc
Georgia
$2K -$283 -1 -10%
OAJ
541
Ogorek Anthony Joseph
New York
$2K – – –
PPC
542
Park Place Capital
Alabama
$2K +$1.7K +6 New
AAP
543
Arax Advisory Partners
Colorado
$1.74K – – –
WT
544
Whittier Trust
California
$1.73K +$1.7K +6 New
CFFP
545
Center for Financial Planning
Michigan
$1.45K – – –
SC
546
Stephens Consulting
Michigan
$1.45K – – –
RA
547
Rise Advisors
New York
$1.45K +$1.42K +5 New
BCM
548
Blume Capital Management
California
$1.16K – – –
MA
549
Montag & Associates
Georgia
$1.16K +$1.13K +4 New
CFGS
550
Concourse Financial Group Securities
Alabama
$1.16K +$1.13K +4 New
20 21
22
23 24

HUBS Hedge Fund Activity: Q4 2022 in Review

575 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q4 2022, worth a combined $13.1B — up 9.7% from $12B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new HUBS positions and 66 closed out — a net gain of 16 holders — while 217 added to existing stakes and 193 trimmed.

The largest buyer was BlackRock, adding an estimated $129M. The largest seller was T. Rowe Price Associates, cutting an estimated $191M.

  • 575 institutional investors held HubSpot (HUBS) as of Q4 2022, up from 567 in Q3 2022.
  • Funds reported $13.1B of HubSpot stock for Q4 2022, up 9.7% quarter-over-quarter.
  • 82 funds opened new HubSpot positions in Q4 2022 and 66 closed out, a net change of +16 holders.
  • The largest HubSpot buyer in Q4 2022 was BlackRock, an estimated $129M added.
  • The largest HubSpot seller in Q4 2022 was T. Rowe Price Associates, an estimated $191M sold.

Based on aggregated 13F filings for Q4 2022.