HUBS icon

HubSpot

727 hedge funds and large institutions have $28.5B invested in HubSpot in 2024 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 298 increasing their positions, 224 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
727
Holders Change
+27
Holders Change %
+3.86%
% 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
97
Increased
298
Reduced
224
Closed
58
Calls
$416M
Puts
$391M
Net Calls
+$24.9M
Net Calls Change
+$147M
Name Holding Trade Value Shares
Change
Shares
Change %
MW
551
Marcum Wealth
Ohio
$210K -$10K -16 -5%
WWM
552
Wolff Wiese Magana
California
$210K -$8.77K -14 -4%
NIMI
553
Natixis Investment Managers International
France
$209K
QCM
554
QRG Capital Management
Illinois
$204K -$37.6K -60 -16%
PPP
555
Private Portfolio Partners
New Jersey
$204K -$21.9K -35 -10%
WA
556
WESPAC Advisors
California
$202K +$202K +322 New
HIP
557
HUB Investment Partners
Texas
$202K +$202K +322 New
DWP
558
Daymark Wealth Partners
Ohio
$201K +$201K +321 New
Bessemer Group
559
Bessemer Group
New Jersey
$195K +$8.13K +13 +4%
EWA
560
EverSource Wealth Advisors
Alabama
$175K -$93.1K -154 -35%
PHK
561
Point72 Hong Kong
Hong Kong
$175K +$175K +279 New
Group One Trading
562
Group One Trading
Illinois
$170K -$815K -1,300 -83%
HWA
563
HHM Wealth Advisors
Tennessee
$165K
PWA
564
Provenance Wealth Advisors
Florida
$160K +$47.6K +76 +42%
FFA
565
Farther Finance Advisors
California
$151K
QC
566
Quent Capital
New York
$145K +$3.13K +5 +2%
AWM
567
Avior Wealth Management
Nebraska
$141K +$141K +225 New
NS
568
NBC Securities
Alabama
$134K -$5.61K -9 -4%
CA
569
Clearstead Advisors
Ohio
$130K +$2.99K +5 +2%
CFG
570
CKW Financial Group
Hawaii
$129K
AA
571
Ancora Advisors
Ohio
$126K
NC
572
nVerses Capital
Florida
$125K +$125K +200 New
MG
573
Mather Group
Illinois
$125K +$125K +215 New
AIM
574
Acropolis Investment Management
Missouri
$125K
FAM
575
Formidable Asset Management
Ohio
$122K +$122K +194 New