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HubSpot

732 hedge funds and large institutions have $28.6B invested in HubSpot in 2024 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 300 increasing their positions, 226 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 59

33% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 226

8% more capital invested

Capital invested by funds: $26.4B → $28.6B (+$2.16B)

4% more funds holding

Funds holding: 706732 (+26)

6% more call options, than puts

Call options by funds: $416M | Put options by funds: $391M

0.42% less ownership

Funds ownership: 90.57%90.15% (-0.42%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
732
Holders Change
+26
Holders Change %
+3.68%
% 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
98
Increased
300
Reduced
226
Closed
59
Calls
$416M
Puts
$391M
Net Calls
+$24.9M
Net Calls Change
+$147M
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
551
Csenge Advisory Group
Florida
$219K +$210K +350 New
FTWA
552
Fifth Third Wealth Advisors
Ohio
$219K +$210K +349 New
C
553
Certuity
Florida
$216K -$1.2K -2 -0.6%
WMA
554
West Michigan Advisors
Michigan
$216K -$18.6K -31 -8%
BAM
555
Belpointe Asset Management
Nevada
$214K -$2.4K -4 -1%
MW
556
Marcum Wealth
Ohio
$210K -$9.62K -16 -5%
WWM
557
Wolff Wiese Magana
California
$210K -$8.41K -14 -4%
NIMI
558
Natixis Investment Managers International
France
$209K
QCM
559
QRG Capital Management
Illinois
$204K -$36.1K -60 -16%
PPP
560
Private Portfolio Partners
New Jersey
$204K -$21K -35 -10%
HIP
561
HUB Investment Partners
Texas
$202K +$194K +322 New
WA
562
WESPAC Advisors
California
$202K +$194K +322 New
DWP
563
Daymark Wealth Partners
Ohio
$201K +$193K +321 New
Bessemer Group
564
Bessemer Group
New Jersey
$195K +$7.81K +13 +4%
EWA
565
EverSource Wealth Advisors
Alabama
$175K -$92.5K -154 -35%
PHK
566
Point72 Hong Kong
Hong Kong
$175K +$168K +279 New
Group One Trading
567
Group One Trading
Illinois
$170K -$781K -1,300 -83%
HWA
568
HHM Wealth Advisors
Tennessee
$165K
PWA
569
Provenance Wealth Advisors
Florida
$160K +$45.7K +76 +42%
FFA
570
Farther Finance Advisors
California
$151K
QC
571
Quent Capital
New York
$145K +$3K +5 +2%
AWM
572
Avior Wealth Management
Nebraska
$141K +$135K +225 New
NS
573
NBC Securities
Alabama
$134K -$5.41K -9 -4%
CA
574
Clearstead Advisors
Ohio
$130K +$3K +5 +2%
CFG
575
CKW Financial Group
Hawaii
$129K

HUBS Hedge Fund Activity: Q1 2024 in Review

732 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q1 2024, worth a combined $28.6B — up 8.2% from $26.4B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new HUBS positions and 59 closed out — a net gain of 39 holders — while 300 added to existing stakes and 226 trimmed.

The largest buyer was Jennison Associates, adding an estimated $363M. The largest seller was Morgan Stanley, cutting an estimated $136M.

  • 732 institutional investors held HubSpot (HUBS) as of Q1 2024, up from 706 in Q4 2023.
  • Funds reported $28.6B of HubSpot stock for Q1 2024, up 8.2% quarter-over-quarter.
  • 98 funds opened new HubSpot positions in Q1 2024 and 59 closed out, a net change of +39 holders.
  • The largest HubSpot buyer in Q1 2024 was Jennison Associates, an estimated $363M added.
  • The largest HubSpot seller in Q1 2024 was Morgan Stanley, an estimated $136M sold.

Based on aggregated 13F filings for Q1 2024.